<h3>Episode 1: «Inbound Cross-border Fund Offerings»</h3>
<p>In this episode <a href="https://www.homburger.ch/en/team/jurg-frick/">Jürg Frick</a> and <a href="https://www.homburger.ch/en/team/vanessa-isler/">Vanessa Isler</a> discuss what foreign funds and their distributors have to keep in mind when they are looking to approach Swiss investors, with a special focus on when a foreign fund or distributor may be providing a financial service under FinSA.</p>


<h3>Episode 3: «Reverse Solicitation»</h3>


<h3>Episode 4: «On Tour with Investors»</h3>


<h3>Episode 6: «Robo Advisors in Switzerand – Regulatory Framework»</h3>


<h3>&gt; <a href="https://www.homburger.ch/en/financial-market-regulation-hub/">Visit our Hub with a compilation of our publiactions and more on financial market regulation.</a></h3>


fidleg_preview_final_02

Update<br>FIDLEG Mini Series<br>Episodes 1–6

Financial Market Regulation

Credit Suisse

<p>On February 13, 2021, Credit Suisse (Schweiz) AG launched its innovative mortgage investment platform allowing investors to make standardized and automated investments in a periodically updated portfolio of mortgage loans originated by Credit Suisse (Schweiz) AG. The platform will enable investors to select specific mortgage loans in which they wish to make an investment based on the eligibility criteria agreed upon with Credit Suisse (Schweiz) AG. Under this novel structure, different investors will be able to invest in mortgage loans that are secured by the same mortgage certificate(s). The investments and the claims thereunder are fully secured by way of a fiduciary security structure. On the day of the launch of the platform, the initial investment in a selected portfolio of mortgage loans by the first participating investor (Swiss Mortgage Umbrella Fund – Swiss Mortgage Fund I) amounted to approx. CHF 1 bn.</p>
<p>Homburger advised Credit Suisse (Schweiz) AG with respect to all aspects of the structuring, establishment and launch of the platform. The Homburger team was led by partners Stefan Kramer (Capital Markets / Financial Market Regulation) and Dieter Grünblatt (Tax) and included associates Alexander Wherlock (Capital Markets / Financial Market Regulation) and Marc Vogelsang (Tax) as well as junior associate Lars Göldi (Financial Market Regulation).</p>


Homburger advised Credit Suisse (Schweiz) AG on its novel mortgage investment platform

Financing and Investment Products

<p>Homburger acted as counsel to the syndicate banks in connection with the financing of Triton&#8217;s acquisition of Lamina Technologies SA, a technology leader and pioneer in manufacturing multi-material carbide cutting tools for SME across different industries, under a Swiss law governed credit facilities agreement, between Leander Switzerland Holding SA as AcquiCo, Original Borrower and Original Guarantor and the Finance Parties. The acquisition closed on May 14, 2020 and Lamina Technologies SA acceded to the credit facilities agreement on June 15, 2020.</p>
<p>Homburger advised the syndicate banks with regard to all legal aspects of the financing transaction.</p>
<p>The Homburger team was led by partner Jürg Frick (Financing and Investment Products) and included partner Stefan Oesterhelt (Tax) as well as associates Stefan Bindschedler and Alexander Wherlock (both Financing and Investment Products).</p>


Homburger advised the syndicate banks with regard to the financing of Triton's acquisition of Lamina Technologies SA

Corporate / M&A

IP / IT

Employment and Executive Compensation

Quintet

<p>On May 4, 2020, Quintet Private Bank (Europe) S.A. (formerly: KBL European Private Bankers S.A.) announced that, after the receipt of all required regulatory approvals, it completed the acquisition of Bank am Bellevue Ltd (now rebranded to Quintet Private Bank (Switzerland) Ltd), the wealth management business of the independent Swiss financial boutique Bellevue Group AG (SWX: BBN). The deal closed on April 30, 2020.</p>
<p>Homburger advised Quintet Private Bank (Europe) S.A. on all Swiss law aspects of the transaction. The Homburger team was lead by partner Daniel Hasler (Corporate / M&amp;A) and included partners Benjamin Leisinger (Financial Market Regulation), Luca Dal Molin and Gregor Bühler (both IP / IT), associates Nina Hagmann (Corporate / M&amp;A), Alexander Wherlock (Financial Market Regulation), Nina Rabaeus and Regula Fehlmann (both Employment and Executive Compensation), and junior associates Michael Lüchinger and Gregor Schifferle (both Corporate / M&amp;A).</p>


Alexander
Wherlock

Homburger advised Credit Suisse (Schweiz) AG on its novel mortgage investment platform

Homburger advised the syndicate banks with regard to the financing of Triton's acquisition of Lamina Technologies SA

Homburger advised Quintet Private Bank (Europe) S.A. in the acquisition of Bank am Bellevue AG

Update
FIDLEG Mini Series
Episodes 1–6

Political & Legal Environment

Derivatverträge und bevorstehender LIBOR-Wegfall

Close-out-Netting in der Bankensanierung

Join the Team

Alexander Wherlock

Career

Languages

Bar Registration

Teams

AlexanderWherlock

Homburger advised Credit Suisse (Schweiz) AG on its novel mortgage investment platform

Homburger advised the syndicate banks with regard to the financing of Triton's acquisition of Lamina Technologies SA

Homburger advised Quintet Private Bank (Europe) S.A. in the acquisition of Bank am Bellevue AG

UpdateFIDLEG Mini SeriesEpisodes 1–6

Political & Legal Environment

Derivatverträge und bevorstehender LIBOR-Wegfall

Close-out-Netting in der Bankensanierung

Join the Team

Alexander Wherlock

Career

Languages

Bar Registration

Teams

Alexander
Wherlock

Update
FIDLEG Mini Series
Episodes 1–6