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Julius Bär

Homburger News

Homburger and Julius Baer Group

On February 19, 2025, Julius Baer Group Ltd. successfully issued USD 400 m of 7.5% Perpetual Tier 1 Subordinated Contingent Convertible Bonds (Tier 1 CoCos).
The Tier 1 CoCos and all transaction documents are governed by Swiss law. If a trigger event occurs and is continuing on the relevant subsequent trigger test date or if a viability event has occurred, a contingent conversion of the Tier 1 CoCos will occur on the relevant conversion settlement date into shares of Julius Baer Group Ltd. issued out of its conversion capital introduced by the shareholders at the occasion of the annual shareholders meeting in 2024. The Tier 1 CoCos feature a denomination of USD 200k each. The Tier 1 CoCos have been provisionally admitted to trading, and application has been made for definitive admission to trading and listing, on the SIX Swiss Exchange.
Homburger advised Julius Baer Group Ltd. with respect to all regulatory, transactional and tax aspects of Swiss law. The Homburger team was co-led by Benjamin Leisinger (Capital Markets, Financial Market Regulation) and Eduard De Zordi (Capital Markets), and included Yulia Shaburnykova (Capital Markets), as well as Dieter Grünblatt (Tax) and Claude Lambert (Corporate / M&amp;A).

Homburger advised Julius Baer Group Ltd. on the issuance of USD 400 m CoCos

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Homburger advised UBS Group AG on its issuance of USD 1.5 bn Tier 1 Capital Notes with an equity conversion feature

On September 10, 2024, UBS Group AG successfully completed its offering of USD 1.5 bn of 6.850 per cent. Tier 1 Capital Notes, which are redeemable at the option of UBS Group AG after five years.
The Notes are «high trigger» regulatory capital instruments that are eligible to fulfill UBS Group AG’s Swiss going concern requirements.
Upon occurrence of a «Trigger Event» or a «Viability Event», the Notes will be converted into ordinary shares of UBS Group AG in accordance with their terms.
The Notes are governed by Swiss law and have been provisionally admitted to trading, and application will be made for definitive admission to trading and listing of the Notes, on the SIX Swiss Exchange.
The Homburger team was led by Benedikt Maurenbrecher and Stefan Kramer (both Capital Markets) and included Lee Saladino, Daniel Hulmann, Philipp Klein and Yulia Shaburnykova (all Capital Markets), Claude Lambert (Corporate / M&amp;A) as well as Stefan Oesterhelt (Tax).

Finanzierungen und Anlageprodukte

Aryzta

Homburger advised ARYZTA AG with regard to its new EUR 930 m multicurrency revolving credit facility

Homburger acted as counsel to ARYZTA AG in its capacity as borrower in connection with its new Swiss law governed EUR 930 m multicurrency revolving credit facility, arranged by Coöperatieve Rabobank U.A. and UBS Switzerland AG.
Homburger advised ARYZTA AG with regard to all Swiss legal aspects of the financing transaction.
The Homburger team included partner Claude Lambert (Corporate), counsel Eduard De Zordi and associate Stefan Bindschedler (both Financing and Investment Products) as well as partner Stefan Oesterhelt (Tax).

Claude Lambert hat grosse Erfahrung mit verschiedenen Arten von Transaktionen, inkl. Verkäufe, Übernahmen, IPOs, Kapitalerhöhungen und Finanzierungen. Im Weiteren berät er Klienten in allen gesellschaftsrechtlichen Angelegenheiten, einschliesslich Generalversammlungen, Corporate Governance, Verhaltensregeln bei der Unternehmensführung sowie Aktienbeteiligungspläne. Claude Lambert ist Lehrbeauftragter für Handels- und Wirtschaftsrecht an der Universität Zürich.

Claude
Lambert

Homburger advised Julius Baer Group Ltd. on the issuance of USD 400 m CoCos

Homburger advised UBS Group AG on its issuance of USD 1.5 bn Tier 1 Capital Notes with an equity conversion feature

Homburger advised ARYZTA AG with regard to its new EUR 930 m multicurrency revolving credit facility

Vom Bündel zum Token

Private M&A 2025: Switzerland

Corporate governance and directors' duties in Switzerland: Overview 2024 / 2025

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Claude Lambert

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Homburger advised Julius Baer Group Ltd. on the issuance of USD 400 m CoCos

Homburger advised UBS Group AG on its issuance of USD 1.5 bn Tier 1 Capital Notes with an equity conversion feature

Homburger advised ARYZTA AG with regard to its new EUR 930 m multicurrency revolving credit facility

Vom Bündel zum Token

Private M&A 2025: Switzerland

Corporate governance and directors' duties in Switzerland: Overview 2024 / 2025

Join the Team

Claude Lambert

Karriere

Sprachen

Zulassung

Teams

Claude
Lambert