Funds and Asset Management

In the area of asset management, we advise investment funds, fund management companies, asset management firms, investment advisors and sponsors of swiss and foreign funds on all regulatory and contractual matters.

We provide advice on all fund structures and asset classes, including securities, real estate, private equity, venture capital, infrastructure and crypto assets. In addition, we have extensive experience in offering foreign investment funds and other financial instruments in Switzerland and with regard to the regulation of financial services in the asset management sector.

Our expertise includes:

  • Structuring and establishing collective investment schemes in Switzerland
  • Marketing of foreign investment funds to Swiss non-qualified and qualified investors
  • Licensing applications for fund management companies, managers of collective assets and portfolio managers, and regulatory filings with the Swiss Financial Market Supervisory Authority (FINMA)
  • Advising portfolio managers and trustees on the implementation of the Financial Services Act (FinSA)
  • Private equity transactions involving investment funds
  • Drafting and negotiating asset management agreements and investor documentation
  • Preparation and amendments of fund documents
  • Advising asset managers of Swiss pension funds
  • Derivative transactions and structured products
  • Compliance matters
  • Tax advice
Baier Michael

Michael
Baier

Partner

Peyer Martin

Martin
Peyer

Partner

Vieli Bignia

Bignia
Vieli

Partner

Battaglia Orlando

Orlando
Battaglia

Senior Associate

Steudler Meltem

Meltem
Steudler

Senior Associate

Kronbach Zarah

Zarah
Kronbach

Associate

18.03.2024

Deal: Wenger Vieli advised Basellandschaftliche Kantonalbank on obtaining a licence as fund manage-ment company for its subsidiary

Publication / Spotlights

FINMA Warns Supervised Institutions of Cybersecurity Risks and Provides Guidance

Banks and Financial Service Providers, Funds and Asset Management, Insurance, Data Protection, Capital Market and Listed Companies Peyer Martin, Keller Claudia, Battaglia Orlando, Langenegger Matthias
11.07.2024
Publication / Spotlights

Switzerland Signs Financial Services Agreement with the United Kingdom

Banks and Financial Service Providers, Funds and Asset Management, Capital Market and Listed Companies Peyer Martin, Groth Lukas
08.02.2024
Publication / Spotlights

Limited Qualified Investor Fund (L-QIF): Launch of New Unregulated Swiss Fund Expected for 2023

Funds and Asset Management Peyer Martin, Kronbach Zarah
16.02.2022
Publication

The New Registration Duty for Client Advisers – An Update on the Final FinSO

Banks and Financial Service Providers, Funds and Asset Management Peyer Martin
02.12.2019
EN
Publication / Guidelines

Financial Institutions Act – Effects on Independent Asset Managers and Trustees

Banks and Financial Service Providers, Funds and Asset Management Vieli Bignia, Bracher Nicolas
18.11.2019
Publication / Guidelines

FinSA – Strengthening Investor Protection

Banks and Financial Service Providers, Funds and Asset Management Vieli Bignia, Bracher Nicolas
18.11.2019
Publication / Spotlights

Rechtsprechung zu Retrozessionen wird weiter konkretisiert

Banks and Financial Service Providers, White Collar Crime , Funds and Asset Management Vieli Bignia, Bracher Nicolas
11.10.2018
DE
Publication / Spotlights

Update zu Retrozessionen - was ist geklärt, was nicht?

Banks and Financial Service Providers, Funds and Asset Management Vieli Bignia, Bracher Nicolas
10.11.2017
DE
Publication / Spotlights

FIDLEG und FINIG - Herausforderungen für unabhängige Vermögensverwalter

Banks and Financial Service Providers, Funds and Asset Management Vieli Bignia, Bracher Nicolas
02.03.2017
DE

They are very experienced with Swiss law and regulations and have a very pragmatic approach to handling situations.

Client Testimonial, IFLR1000, 2024/2025