Insurance
Insurers require sector-specific expertise. We have a proven track record in domestic and international regulatory matters. Our specialists advise clients on M&A, financing and risk transfer transactions in the insurance and insurtech sector – applying an interdisciplinary and client-focused approach.
- Advice on regulatory matters
- Swiss and international M&A transactions
- Capital market transactions focusing on equity-linked and regulatory instruments
- Structuring and documentation of risk transfer solutions
- Establishing and financing of insurtech companies
- Internal investigations in a regulatory context
Regulatory Matters
The key strengths in our client offerings remain our comprehensive knowledge of, and experience in, all aspects of Swiss insurance regulation, founded on our sector-specific expertise in dealing with the Swiss insurance regulator (FINMA) and international regulatory issues. Our core competencies include:
- Navigating the specific challenges facing the insurance sector
- Know-how in the national and international regulatory framework
- Understanding the economic drivers and fundamentals of the insurance business
Mergers & Acquisitions
We provide comprehensive advice to a broad range of Swiss and international clients on all aspects of M&A transactions, divestitures and reorganizations in the insurance sector, covering life, property / casualty and health care insurance as well as reinsurance and specialty line and multiline insurance. Our core competencies include:
- Understanding transactional, operational and regulatory issues in the insurance sector
- Strategic planning advice and project management
- Interdisciplinary legal experience in corporate and insurance regulatory advice
Capital Markets Transactions
We advise a wide array of clients in capital markets transactions in the insurance sector with a focus on regulatory capital and equity-linked instruments as well as risk transfer instruments. Our core competencies include:
- Combining a transactional mindset with in-depth knowledge of the regulatory capital requirements
- Structuring and documenting regulatory capital and equity-linked instruments
- Setting-up risk transfers to the capital markets
Risk Transfer Solutions
We provide standardized or customized risk transfer solutions to Swiss and international primary insurers, reinsurers and fund managers, including advice on complex risk transfer products. Our core competencies include:
- Structuring and documenting risk transfer products
- Designing innovative risk transfer solutions
- Advising on compliance with Swiss insurance regulation
Outsourcing / Data Protection
We advise primary insurers and reinsurers on how to comply with and handle Swiss and EU data protection law in both their core business as well in simple and complex outsourcing setups. In the latter case, this also includes advising our clients on FINMA outsourcing regulations. Our core competencies include:
- Developing and implementing strategies to ensure data protection
- Developing new solutions, e.g., structuring of a “cloud” solution for a Swiss health insurance company
- Applying a business-oriented approach combined with an in-depth understanding of information technology
Regulatory Investigations
Our team of experienced experts conducts internal and regulatory investigations in the insurance area. Our core competencies include:
- Conducting internal investigations in a regulatory context
- Processing and analyzing large data volumes
- Interacting with Swiss and foreign insurance regulatory authorities
Litigation and Arbitration / Regulatory Proceedings
We provide dispute resolution expertise involving insurance and reinsurance coverage and other insurance disputes. Our services also cover representation of clients in regulatory proceedings before Swiss authorities and assistance in foreign proceedings in relation to all aspects of insurance regulation. Our core competencies include:
- Complex insurance liability disputes before the Zurich Commercial Court
- D&O insurance claims
- Domestic and international reinsurance litigation and arbitration
- Assisting Swiss insurers in foreign regulatory, civil and criminal proceedings
- Representing clients in regulatory proceedings before FINMA
- Cross-border investigations in international insurance matters, including matters involving foreign tax aspects