Funds & Asset Management

Wenger & Vieli Ltd. advises a wide array of clients in the asset management industry, including funds, fund management companies, asset management firms, investment advisers and sponsors of foreign funds. We regularly advise clients on the licensing requirements and the exemptions for offering foreign investment funds and other collective investment schemes in Switzerland and the regulation of financial services in the asset management sector.

We advise our clients on the full spectrum of fund structures and asset classes, including securities, real estate, private equity, venture capital, infrastructure and crypto assets. We also assist in legal and regulatory matters related to the business.

Wenger & Vieli Ltd. has extensive experience in the following areas:

  • Structuring and establishment of collective investment schemes in Switzerland
  • Marketing of foreign funds to Swiss non-qualified and qualified investors
  • License applications for fund management companies, managers of collective assets as well as portfolio managers and regulatory filings with FINMA
  • Advising portfolio managers and trustees on the implementation of the Financial Services Act (FinSA)
  • Private equity transactions involving investment funds
  • Drafting and negotiating IMAs and investor documentation
  • Preparation and amendments of fund documentation
  • Advising asset managers of Swiss pension funds
  • Derivatives transactions and structured products
  • Compliance matters
  • Tax advice

 

Experts

Bracher Nicolas
Partner

Bracher Nicolas

Honold Pascal
Partner

Honold Pascal

Vieli Bignia
Partner

Vieli Bignia

Grunder Regula
Counsel

Grunder Regula

Peyer Martin
Counsel

Peyer Martin

Weber Daniel S.
Counsel

Weber Daniel S.

Oehri Daniel P.
Senior Associate

Oehri Daniel P.

Lienhard Stephanie
Associate

Lienhard Stephanie

Steudler Meltem
Associate

Steudler Meltem

Publications

Zurich office

Wenger & Vieli Ltd.
Dufourstrasse 56
Postfach
CH-8034 Zürich
Map

Zug office

Wenger & Vieli Ltd.
Metallstrasse 9
Postfach
CH-6302 Zug
Map

Contact

Tel.: +41 58 958 58 58
Fax: +41 58 958 59 59
mail [SECURE E-MAIL - REWRITE MANUALLY] *at* wengervieli.ch

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