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

Oehri Daniel

Daniel
Oehri

Partner

Peyer Martin

Martin
Peyer

Partner

Vieli Bignia

Bignia
Vieli

Partner

Weber Daniel S.

Daniel S.
Weber

Counsel

Battaglia Orlando

Orlando
Battaglia

Senior Associate

Kunz Niklaus

Niklaus
Kunz

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