Asset management, funds administration, custody services, as well as the structuring, registration and distribution of all types of investment products and services have become subject to increasingly challenging regulatory requirements. Due to our pioneering role in this area and our strong commitment to both regulatory and self-regulatory organisations, our team is a recognized market leader and our long standing expertise allows us to deliver highly specialised advice on all aspects of institutional asset management, investment services and products.

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Our key competences include:

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• Registration of US and English foreign investment funds with the Financial Market Supervisory Authority FINMA, including ETFs, and ongoing regulatory notifications and authorization proceedings

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• Structuring of open-ended and closed-ended investment vehicles for real estate, private equity and other alternative asset classes

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• Authorization with FINMA of fund asset managers, fund management companies, distributors and representatives of non-Swiss funds

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• Assistance in the context of the listing with SIX Swiss Exchange of ETFs, structured products and ETCs

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• Advice on the structuring of investment funds and other investment products, including on governance, compliance and transparency issues

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• Advice on the cross-border distribution of funds, structured products and other investment products and services

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• Drafting and negotiation of asset management agreements, advisory agreements, distribution and custody agreements

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• Advice to US and English pension funds, insurance companies and their asset managers as regards compliance with applicable regulatory investment restrictions

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• Investigations and enforcement proceedings in relation to funds and structured products

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At Lonell & Associates,, we offer comprehensive legal services designed to assist our clients in every aspect of asset management. Our team of experienced solicitors provides expert guidance on safeguarding, optimizing, and managing assets effectively, ensuring that our clients' wealth is protected and positioned for growth.

 

Whether you are an individual, a business, or an institution, our goal is to offer tailored solutions that meet your unique needs and objectives in asset management. We understand that managing assets is a complex process that requires strategic planning and foresight.

 

Our solicitors work closely with clients to develop asset management strategies that are not only legally sound but also aligned with their financial goals. By offering personalized legal advice, we help clients make informed decisions about investments, asset protection, and wealth preservation. Our expertise covers a wide range of assets, including real estate, financial portfolios, business interests, intellectual property, and more. At Lonell & Associates, we believe that effective asset management starts with understanding our clients' needs and long-term objectives.

 

Whether our clients are focused on growing their asset base, protecting their wealth from potential risks, or planning for future generations, we provide the legal framework and support to help them achieve those goals. Our solicitors take the time to listen and collaborate, ensuring that every asset management plan is uniquely tailored to each client’s specific situation. One of the key services we provide in asset management is asset protection.

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Whether it’s changes in tax law, new financial regulations, or emerging investment trends, we keep our clients informed and prepared to adapt their asset management strategies accordingly. We also offer ongoing support and monitoring of our clients’ asset management plans. This means that as circumstances change, whether due to shifts in the market, changes in personal or business circumstances, or updates to the legal landscape, we are there to adjust strategies as needed.

 

Our long-term relationship with clients allows us to provide proactive advice that keeps their asset management plans optimized for success over time. In summary, Lonell & Associates, plays a critical role in helping clients navigate the complexities of asset management with confidence and expertise. ​​