Bürgi & Partners advises domestic and foreign financial intermediaries such as banks, securities dealers, asset managers and collective investment schemes on legal and regulatory issues. This also includes support in meeting regulatory requirements and setting up solid compliance and corporate governance structures (if required, we also provide independent and expert board members).
In the area of collective investment schemes, the law firm advises Swiss and foreign collective investment schemes (traditional investment funds or UCITS, alternative investment funds such as hedge funds, private equity funds and real estate funds as well as ETFs) on structuring and licensing for distribution in Switzerland and represents them in particular vis-à-vis the Swiss Financial Market Supervisory Authority FINMA and the Swiss stock exchange SIX Swiss Exchange.
For our clients, we draft the necessary fund documents (fund contracts, prospectuses and key investor information) and negotiate contracts (in particular asset management and distribution agreements). In addition, applications are made to obtain the necessary regulatory approvals and licenses.
Financial institutions and their clients are advised on all civil law issues concerning banking and asset management practice. In addition, we conduct litigation and proceedings on behalf of our clients, in particular with regard to international legal and administrative assistance.