The Banking & Finance Team of ALTENBURGER has a long and broad experience in providing legal and tax advice to banks and other financial services providers. Their expertise is not only based on their work as external legal adviser, but also results from experience gained as in-house counsel of such clients.

Our services in the field of banking & financial services extend in particular to the following:

• Regulatory matters applying to banks and securities dealers (in particular licensing, establishment of a subsidiary or branch and other compliance issues) 
• Supervision of collective investment schemes (in particular structuring, licensing and distribution) 
• Finance (e.g. bilateral and syndicated loans, project finance, trade finance and M&A finance, mezzanine finance) 
• Finance lease, sale and lease back transactions 
• Private equity (e.g. subscription and shareholders' agreements) 
• M&A of banks
• Legal support in connection with administrative and judicial legal assistance 
• Anti-money laundering rules

Our clients are Swiss and foreign investors, banks, securities dealers and asset managers. Recent cases included the following work:

• Assisting a Swiss bank with the drafting of a loan agreement for a bridge loan to be granted for the financing of a tender offer
• Providing legal and tax advice in connection with the structuring and licensing of an investment fund in the form of a limited partnership for collective investment schemes 
• Providing legal advice in connection with the structuring of the Swiss part of the business of a foreign hedge fund
• Providing legal advice to foreign fund providers and distributors regarding regulatory issues arising in connection with the distribution of investment funds in Switzerland 
• Providing legal advice to a foreign banking group in connection with the acquisitions of a private bank domiciled in Switzerland 
• Assisting foreign investors with the drafting and negotiation of a subscription and a shareholders' agreement in connection with the funding of a Swiss-based start-up