Overview
Financial Services and Insurances
Providing support for financial services providers is our particular strength
We support both global and Swiss banks and insurance companies of all sizes competently and effectively across a broad range of legal and regulatory areas. We offer advice and assistance in current projects. Our clients also include independent asset managers and – as long as there is no conflict of interest – corporate clients, management representatives and employees.
Contact Partner: Reto Arpagaus, Ivo Hungerbühler
Our team for Financial Services and Insurances
To the team
Know-how on Financial Services and Insurances
Publication
Kommentierung Art. 46-51, Rechte und Pflichten der Aktionärinnen und Aktionäre
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Presentation
Schweizer Investmentstrukturen - Investments in Alternative Anlagen - Fondsstrukturen vs. Deal-by-Deal Strategien
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bratschiBLOG
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financial services blog: New Federal Act on the Transparency of Legal Entities and the Identification of Beneficial Owners (TJPG): Need for Action for Swiss Companies
On 26 September 2025, the Swiss parliament passed the Federal Act on the Transparency of Legal Entities and the Identification of Beneficial Owners (TJPG) as part of a revision of the Swiss anti-money laundering regime. The TJPG introduces a centralised, electronic transparency register in which the beneficial owners of Swiss companies that are not listed on the stock exchange are to be entered. The public consultation for the Federal Council's ordinance concretizing the act is currently underway and the entire package is expected to enter into force as early as mid-2026.
News on Financial Services and Insurances
25.11.2025
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Scenic Group Secures USD 535m and EUR 200m Term Loans and USD 90m Revolving Credit Facility
SGH2 LLC, a finance subsidiary of the Scenic Group, has successfully secured a USD 535 million term loan, a EUR 200 million term loan and a USD 90 million multicurrency revolving credit facility to refinance its existing indebtedness and for general corporate purposes.
19.11.2025
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Bratschi Advises Sedrun Solar on the Financing of Switzerland’s Biggest Alpine Large-Scale Photovoltaic Plant
Bratschi AG legally advised Sedrun Solar AG – a joint venture of Energia Alpina and aventron solar AG – in connection with a syndicated project financing led by Zürcher Kantonalbank.
27.10.2025
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Bratschi advises Zürcher Kantonalbank on CHF 220 Million Real Estate Financing for Tech Cluster Zug
Bratschi AG advised Zürcher Kantonalbank, acting as mandated lead arranger and agent, on a CHF 220 million syndicated, mortgage-backed revolving credit facility granted to Urban Assets Zug AG. The facility supports the financing of real estate development projects on «Tech Cluster Zug», a former industrial site located in northern Zug.
Urban Assets Zug AG is held by Metall Zug AG, a Swiss holding company with a diversified portfolio comprising three directly controlled business units and strategic investments in Swiss small-cap industrial companies. Headquartered in Zug, Switzerland, Metall Zug employs around 1,000 people worldwide.
The Bratschi team was led by Barbara Jecklin (Finance) and further included Thomas Schönenberger (Real Estate).