Due Diligence and Contract Negotiations for a Swiss Pension Scheme to invest in a Swiss Investment Foundation

Due Diligence and Contract Negotiations for a Swiss Pension Scheme to invest in a Swiss Investment Foundation

Various FINMA filings and corporate house keeping for Swiss asset manager

Various FINMA filings and corporate house keeping for Swiss asset manager

Established an ESG-Advisory concept for a Swiss Family Office

Established an ESG-Advisory concept for a Swiss Family Office

Advising a large Swiss pension scheme in structured secondary transaction (buy side)

Advising a large Swiss pension scheme in structured secondary transaction (buy side)

Expatriation (incl. client communication) of a Swiss domiciled umbrella fund to Luxembourg

Expatriation (incl. client communication) of a Swiss domiciled umbrella fund to Luxembourg

Draft and file Supervisory Application for a large Swiss Asset Manager

Draft and file Supervisory Application for a large Swiss Asset Manager

Negotiation and drafting of IMA for large Swiss institutional Investor with external Advisor to sell their direct investments

Negotiation and drafting of IMA for large Swiss institutional Investor with external Advisor to sell their direct investments

Group company re-structuring and Swiss Company merger for an international Asset Management house

Group company re-structuring and Swiss Company merger for an international Asset Management house

Implementation of a corporate governance framework and implementation of regulatory developments and regulatory house keeping for Swiss investment manager

Implementation of a corporate governance framework and implementation of regulatory developments and regulatory house keeping for Swiss investment manager

Review of the Compliance Framework, AML Education and MiFID II Policy Framework for large Swiss Asset Manager

Review of the Compliance Framework, AML Education and MiFID II Policy Framework for large Swiss Asset Manager