Friends of Funds

LINDEMANNLAW is delighted to invite you to the next edition of our web workshop series on relocation to Switzerland. Following the continued strong interest and excellent feedback from previous sessions, this edition will take a more targeted and practical approach by focusing on one of Switzerland’s most attractive locations: the Canton of Obwalden. We are particularly pleased to welcome our guest speaker Felix Fischbacher from Standort Promotion in Obwalden, who will provide first-hand insights into the canton’s economic environment, relocation process and practical support for individuals and businesses establishing themselves in Obwalden. Agenda Switzerland & Canton Obwalden – A Strategic Location for Relocation ✔ Switzerland as a global hub: stability, innovation and legal certainty ✔ Why Obwalden? Competitive tax environment for individuals and businesses ✔ Efficient authorities and pragmatic administrative processes ✔ Attractive living environment: nature, privacy, security and quality of life ✔ Business opportunities and support for company establishment ✔ Insights from Standort Promotion Obwalden: relocation process and practical support Swiss Taxation ✔ Overview of the Swiss tax system and inter-cantonal competition ✔ Tax positioning of Obwalden for individuals and entrepreneurs ✔ Lump-sum taxation vs. ordinary taxation ✔ Double taxation considerations ✔ Inheritance and gift tax aspects ✔ Structuring opportunities for entrepreneurs and investors Residency & Immigration Laws ✔ Your 5 key pathways to Swiss residency ✔ Specific considerations when relocating to cantons such as Obwalden ✔ Family reunification ✔ EU vs. non-EU applicants ✔ Residency solutions for retirees (55+) ✔ Entrepreneur and investor permits ✔ Case studies from practice Live Q&A Session Who Should Attend? ✔ Entrepreneurs and investors considering relocation to Switzerland ✔ High-net-worth individuals and families seeking stability and long-term planning ✔ Family offices and internationally mobile individuals ✔ Retirees looking for security, quality of life and efficient structuring We look forward to welcoming you to this focused and practical session and to an engaging discussion!

Zusatzinfos unter folgendem Link: https://lindemannlaw.ch/events/relocation-to-switzerland-for-entrepreneurs-investors-high-net-worth-individuals-and-families-focus-on-the-canton-of-obwalden/

Join us for an exclusive web workshop hosted by LINDEMANNLAW in Partnership with CFM Partners, focused on the acquisition of banks and asset managers in Switzerland and Liechtenstein. Leading experts will examine recent M&A activity, deal structures, legal and regulatory procedures, financial, legal and tax due diligence, and key tax implications involved in these complex transactions. This high-level event is tailored for investors, legal advisors, financial executives, and M&A professionals involved in cross-border financial services transactions. Agenda 14:00 – Welcome & Opening Remarks Dr. Alexander Schiemenz, Managing Partner, LINDEMANNLAW 14:10 – Swiss Banking & Asset Management Sector: Market Overview and Deal Trends Philipp Arnet, Managing Partner, CFM Partners Structure and development of the Swiss banking and wealth management industry (including wealthtec) Historical M&A activity Historical and future drivers for M&A Specifics of M&A transactions in the sector Valuation and pricing considerations in M&A transactions How CFM can support 14:45 – Legal Framework: Share Purchase Agreements, Due Diligence & Regulatory Approval Dr. Tatiana Zakharova, Partner, LINDEMANNLAW Transaction structures and legal documentation Due diligence focus areas Key requirements from FINMA and FMA Common challenges in the approval process 15:05 – Q&A Session Moderated by Dr. Alexander Schiemenz, LINDEMANNLAW Who should attend Strategic and financial investors Private equity professionals Corporate and M&A lawyers Financial sector executives Tax and compliance advisors Corporate development teams We look forward to welcoming you an insightful and engaging discussion on this highly specialized area of cross-border financial transactions!

Zusatzinfos unter folgendem Link: https://lindemannlaw.ch/events/web-workshop-how-to-acquire-a-swiss-or-liechtenstein-bank-or-asset-manager-2/

Join us for an exclusive web workshop hosted by LINDEMANNLAW in Partnership with CFM Partners, focused on the acquisition of banks and asset managers in Switzerland and Liechtenstein. Leading experts will examine recent M&A activity, deal structures, legal and regulatory procedures, financial, legal and tax due diligence, and key tax implications involved in these complex transactions. This high-level event is tailored for investors, legal advisors, financial executives, and M&A professionals involved in cross-border financial services transactions. Agenda 14:00 – Welcome & Opening Remarks Dr. Alexander Schiemenz, Managing Partner, LINDEMANNLAW 14:10 – Swiss Banking & Asset Management Sector: Market Overview and Deal Trends Philipp Arnet, Managing Partner, CFM Partners Structure and development of the Swiss banking and wealth management industry (including wealthtec) Historical M&A activity Historical and future drivers for M&A Specifics of M&A transactions in the sector Valuation and pricing considerations in M&A transactions How CFM can support 14:45 – Legal Framework: Share Purchase Agreements, Due Diligence & Regulatory Approval Dr. Tatiana Zakharova, Partner, LINDEMANNLAW Transaction structures and legal documentation Due diligence focus areas Key requirements from FINMA and FMA Common challenges in the approval process 15:05 – Q&A Session Moderated by Dr. Alexander Schiemenz, LINDEMANNLAW Who should attend Strategic and financial investors Private equity professionals Corporate and M&A lawyers Financial sector executives Tax and compliance advisors Corporate development teams Speakers Dr. Alexander Schiemenz – Managing Partner, LINDEMANNLAW Dr. Alexander Schiemenz is a lawyer and Swiss tax advisor focusing on legal, tax, and regulatory matters for banks, asset managers, and investors. He has held senior roles at Clifford Chance, PwC, and Credit Suisse, and is President of the Swiss Capital Market Forum. He advises across multiple jurisdictions including Switzerland and Liechtenstein. Philipp Arnet – Managing Partner, CFM Partners Philipp Arnet is an experienced M&A advisor with over 25 years’ experience in the M&A and financial services sectors. He has led numerous transactions across Switzerland, Liechtenstein, and globally, specializing in banking, asset management, and insurance. Formerly Head of EY’s Financial Services Transaction Advisory in Switzerland, he is a Swiss CPA and holds a BA in Economics. Dr. Tatiana Zakharova – Partner, LINDEMANNLAW Dr. Tatiana Zakharova is an international lawyer (NY & Russia) with over a decade of experience advising financial institutions and UHNWIs on cross-border legal and regulatory matters. She specializes in fund structuring, M&A due diligence, and sanctions compliance. Tatiana holds law degrees from Columbia and Moscow State University. We look forward to welcoming you an insightful and engaging discussion on this highly specialized area of cross-border financial transactions!

Zusatzinfos unter folgendem Link: https://lindemannlaw.ch/events/web-workshop-how-to-acquire-a-swiss-or-liechtenstein-bank-or-asset-manager-2/

Worum es gehen könnte, erfahren Sie bald. Wir bitten noch etwas um Geduld.

Zusatzinfos unter folgendem Link: http://www.friends-of-funds.ch

BCV –Indirect Real Estate: - Time to Go International? Präsentation mit Mittagessen und Networking BCV –Indirect Real Estate: - Time to Go International? Präsentation mit Mittagessen und Networking Bern, 02. September 2026, 10.45 – 13.30 Uhr Hotel Kreuz Zeughausgasse 41 3011 Bern Tel: +31 329 95 95 https://kreuzbern.ch/ ZIELGRUPPE Der Anlass richtet sich an für Anlageentscheide oder Kundenberatungen zuständige Mitarbeitende von Banken, Vermögensverwaltern, Family Offices, Versicherungen, Pensionskassen und Stiftungen aus der Schweiz.

This conference brings together academics and industry experts to discuss how nature and climate considerations are reshaping finance and investment. Through discussions on nature finance, carbon emissions, real estate, and investment strategies, participants will gain insights into emerging challenges, evolving valuation frameworks, and financing solutions that are likely to play an increasingly important role in the years ahead.

Zusatzinfos unter folgendem Link: https://industry.sfi.ch/en/sfi-event?event=2320%C2%A0

Worum es gehen könnte, erfahren Sie bald. Wir bitten noch etwas um Geduld.

Zusatzinfos unter folgendem Link: http://www.friends-of-funds.ch

Worum es gehen könnte, erfahren Sie bald. Wir bitten noch etwas um Geduld.

Zusatzinfos unter folgendem Link: http://www.friends-of-funds.ch

The Swiss Finance Institute is pleased to announce its 2026 Annual Meeting, dedicated to the theme "AI and Its Impact on Finance." As artificial intelligence reshapes the financial industry, from risk management and trading to client services, this year's Annual Meeting brings together leading voices from industry, research, and policy to explore what these transformations mean for practitioners and institutions alike. Four distinguished keynote speakers will anchor the program: Beatriz Martin, Member of the Group Executive Board, Group Chief Operating Officer and President UBS EMEA, UBS Group AG; Dr. Imanol Schlág, Research Scientist, ETH AI Center, and co-lead, Apertus models developed by the Swiss AI Initiative; Prof. Hyun Song Shin, Economic Adviser and Head of the Monetary and Economic Department, Bank for International Settlements (BIS); and Prof. Sandra Wachter, Professor of Technology and Regulation at the Oxford Internet Institute, University of Oxford, and Humboldt Professor of Technology and Regulation, Hasso Plattner Institute as keynote speakers. Together, they will offer perspectives spanning large-scale banking operations, frontier AI research, monetary and financial stability, and the governance of emerging technologies, providing attendees with a uniquely comprehensive view of the opportunities and challenges that AI presents for the financial sector. The Event will open with welcome remarks from Prof. François Degeorge, Managing Director, SFI, and Dr. Stefan Seiler, Head Group Human Resources & Corporate Services and Member of the Group Executive Board, UBS Group AG, and Chairman of the Foundation Board, SFI. The event will bemoderated by Carolin Roth, business journalist.

Zusatzinfos unter folgendem Link: http://www.sfi.ch/am26

Worum es gehen könnte, erfahren Sie bald. Wir bitten noch etwas um Geduld.

Zusatzinfos unter folgendem Link: http://www.friends-of-funds.ch

Worum es gehen könnte, erfahren Sie bald. Wir bitten noch etwas um Geduld.

Zusatzinfos unter folgendem Link: http://www.friends-of-funds.ch