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Investment Management

We provide pragmatic solutions for Swiss based asset managers, including alternative investment fund managers and (institutional) investors who seek to invest in (collective) investment schemes. We can set up Belgian, Dutch, Luxemburg or Swiss fund structures compliant with offering requirements and tax efficient from a Swiss perspective.

News - 01 July 2019 - Switzerland

Swiss Corporate Tax Reform – Impact on Individuals

On 19 May 2019, the Swiss corporate tax reform package TRAF (Tax Reform and AHV Financing) was approved by referendum.
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A last-minute reprieve: continued EU market access for Swiss exchanges
News - 06 February 2019 - Switzerland

Financial institutions with pending Swiss withholding tax refund claims: update

Financial institutions with pending Swiss withholding tax refund claims associated with supposed dividend or interest arbitrage transactions are often confronted...
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FIDLEG / FINIG: whats new?
Article - 28 August 2018 - Switzerland

Cross-border distribution of collective investment schemes

Cross-border distribution of collective investment schemes - Switzerland opens up under FIDLEG / FINIG
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The new PRIIPS regulation, and what it means for you
News - 20 December 2017 - Switzerland

The new PRIIPS regulation, and what it means for you

This is what the PRIIPs Regulation will mean to you as an investment manager in Switzerland.
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Integrated approach

When establishing a fund, there are many aspects to take into account: “How and where do I raise funds?”, “How to structure my management and carried interest arrangement?” and “How to arrange fund management: in-house or use a delegation and advisory model?” Such questions require an integrated approach, combining regulatory, legal and tax advice.

Multidisciplinary team

Our multidisciplinary team consists of regulatory and tax specialists assisting you with all aspects of your business. Our Swiss team works closely together with our teams in Luxemburg, the Netherlands and Belgium combining knowledge and experience in the other jurisdictions and providing you with a seamless service covering all jurisdictions. Working as one team from our Zurich, Luxembourg and Amsterdam offices, we are looking forward to listening, learning and understanding your business needs in order to become your pragmatic partner.

How can we help

Thanks to our integrated approach, we assist you with every aspect of your business: (cross-border) fund structuring, drafting and negotiating asset management agreements, regulatory advice on asset manager and product level, compliance (including CISA and future legislation such as FIDLEG/FINIG) as well as cross-border marketing.

Why investment advisers in Switzerland should review their business model