Friends of Funds

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.

LINDEMANNLAW is delighted to invite you to our next session of the web workshop series, this time dedicated to Corporate Relocation to Switzerland for international businesses, multi-entity groups, established corporations, entrepreneurs, and investors seeking to relocate or restructure their operations in Switzerland. These sessions provide in-depth insights into Swiss corporate taxation, cross-border restructuring, holding and IP structures, and the legal and regulatory frameworks essential for companies moving their headquarters, operating entities or group functions to Switzerland. We are also pleased to welcome our guest speaker, Christian Fischer, Head Private Banking at Banque Richelieu Switzerland, who will offer valuable insights into corporate banking relationships, treasury and cross-border wealth structuring for businesses and their owners relocating to Switzerland. Agenda 1. Switzerland – a Secure, Stable & Competitive Business Hub ✓ Global leader: innovation, competitiveness & economic strength ✓ Political, legal and economic stability: a reliable base for international operations ✓ Switzerland and quality of life: happiness, healthcare, security, education, and innovation ✓ Access to international markets, skilled talent and world-class infrastructure ✓ Reputation, regulatory quality and predictability for corporate groups ✓ Case Study: Relocating a multi-entity group to Switzerland 2. Swiss Corporate Taxation & Structuring ✓ Swiss corporate tax system, inter-cantonal tax competition, and tariffs ✓ Effective tax rates for operating companies, holdings and IP ✓ Holding structures, participation exemption and group consolidation ✓ Transfer pricing and substance requirements, double taxation treaties ✓ Lump sum taxation for entrepreneurs and investors ✓ Exit taxation and reorganization when relocating existing entities 3. Corporate Migration, Legal & Regulatory Framework ✓ Options for relocating: transfer of seat, redomiciliation, new incorporation or branch ✓ Consolidating multiple companies under a Swiss holding ✓ Employee relocation, work permits and posting of key personnel ✓ EU vs. non-EU considerations for corporations and their owners ✓ Regulatory, licensing and sector-specific requirements ✓ Case Studies 4. Live Q&A Session Who Should Attend? ✓ Owners and executives of international businesses, entrepreneurs, and investors ✓ Established corporations considering relocation or restructuring ✓ Groups seeking to consolidate multiple entities under a Swiss holding ✓ CFOs, general counsel and advisors evaluating Switzerland as a base Meet the Speakers Dr. Alexander Lindemann — Alexander is one of the leading relocation lawyers in Switzerland, advising businesses and private clients from all continents on establishing a foothold in the country. As founder and managing partner of LINDEMANNLAW, he specializes in corporate relocation, Swiss tax planning and cross-border structuring, helping international companies, entrepreneurs and investors navigate the complexities of Swiss corporate migration, holding structures and headquarter relocation. With extensive expertise in tax, corporate restructuring and international regulation, Alexander provides strategic guidance on redomiciliation, group consolidation and corporate relocation solutions, ensuring a smooth transition for businesses establishing themselves in Switzerland. Dr. Tatiana Zakharova, LL.M. is a partner at LINDEMANNLAW, holding a J.D. and LL.M. from Columbia University School of Law in New York. She specializes in financial services, financial services regulation and sanctions, and advises entrepreneurs, asset and wealth managers as well as institutional investors on legal, regulatory and tax matters. With more than 10 years of experience, she structures and sets up investment funds, holdings, foundations and other legal entities, drafts and negotiates cross-border agreements, advises on the tax aspects of investments, and monitors regulatory requirements across multiple jurisdictions. She previously worked in Zurich, New York and Moscow, including with Credit Suisse, Sidley Austin LLP and Deloitte & Touche. Tatiana is admitted to the bar in New York. Christian Fischer is Head Private Banking at Banque Richelieu Switzerland, with extensive experience in wealth and asset management across Swiss and international markets. He advises entrepreneurs, business owners and corporate clients on banking relationships and cross-border wealth structuring. With over 16 years of experience in client advisory and leadership roles, Christian combines strategic insight with a strong client-focused approach, supporting businesses and their owners relocating to Switzerland in structuring and managing their assets effectively. We look forward to an engaging and insightful discussion with all participants!

Zusatzinfos unter folgendem Link: https://lindemannlaw.ch/events/relocation-to-switzerland-for-international-businesses-corporations-entrepreneurs-and-investors/

Das WM Forum 2026 wird von führenden Experten der Finanzbranche geleitet und umfasst dabei die wichtigsten aktuellen Themengebiete. Keynotes und Podiumsdiskussionen gestalten wieder das Gipfeltreffen für Entscheidungsträger, Experten und Praktiker aus dem Finanz-, Steuer- und Regulierungsbereich. Diese hochkarätige Konferenz baut auf dem Erfolg unserer letztjährigen Foren auf, die zu einem unverzichtbaren Treffen für hochrangige Entscheidungsträger aus der Finanzdienstleistungsbranche in Schweiz, Liechtenstein und darüber hinaus geworden ist.

Zusatzinfos unter folgendem Link: https://live.boersen-zeitung.de/veranstaltungen/wm-summit-zuerich-2026/

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

For foreign entrepreneurs, families and enterprises, the prospect of pursuing or defending a claim in a foreign jurisdiction can appear daunting. Switzerland, however, offers one of the world's most stable, impartial and business-friendly legal environments, a forum where contractual freedom is strongly respected, corruption is low, and even foreign individuals can and do prevail against major institutions. LINDEMANNLAW is delighted to invite you to this web workshop, in which we demystify the Swiss litigation and enforcement landscape from the perspective of the foreign party. We explain how the Swiss court system works, what to expect as a claimant or defendant based abroad, and how provisional measures and enforcement can protect your interests. Our message is simple: do not be afraid to litigate in Switzerland, but use the opportunity to benefit from the Swiss legal system. Agenda 1. Understanding the Swiss Court System • Swiss federalism: cantons, languages and cantonal courts, including specialised Commercial Courts (Handelsgericht) • A civil law system with common-law elements, and why parties choose Swiss law and forum • The road to court: letter of claim, negotiations and mandatory conciliation • The modernized Civil Procedure Code: English-language proceedings, videoconferencing and voluntary conciliation 2. Litigating as a Foreign Party • Serving documents abroad and the Swiss address for service • Advance on costs and security for party costs (Art. 98–99 CPC) • Duration of proceedings and multiple instances • David versus Goliath: a live case study on the AT1 bond decision 3. Provisional Measures, Enforcement & Strategy • Interim and ex parte measures (Art. 261 and 265 CPC) • Attachment and freezing of assets (Art. 271 et seq. CPC) • Debt enforcement: the Swiss Betreibung explained • Enforcing foreign judgments and arbitral awards in Switzerland 4. Live Q&A Session Speakers Emmanouil Kazakos, MLaw UZH — Associate, LINDEMANNLAW Attorney-at-law admitted to the bar in both Switzerland (Zurich) and Greece, he advises Swiss and international clients on corporate, M&A and contract law and represents them before courts and authorities at home and abroad, with a particular focus on litigation and arbitration. Dr. Jakob Schaad — Partner, LINDEMANNLAW Holding a doctorate in economics from the University of Zurich, he leads Government Relations & Lobbying. He previously held senior positions at the Swiss National Bank and the International Monetary Fund, advised the Swiss Minister of Economic Affairs, and served as Deputy CEO of the Swiss Banking Association and Vice Director of Avenir Suisse. Dr. Tatiana Zakharova, LL.M. — Partner, LINDEMANNLAW A specialist in financial services, regulation and sanctions, she holds a J.D. and LL.M. from Columbia Law School and is admitted to the New York bar. With over ten years of experience, she advises UHNWI entrepreneurs, asset managers and institutional investors on fund structuring, cross-border transactions and wealth planning, following roles at Vontobel, Credit Suisse and Sidley Austin. Dr. Alexander Schiemenz (Moderator) — Founding Partner, LINDEMANNLAW A Swiss and European lawyer and tax advisor, he counsels Forbes billionaires, entrepreneurs, investment funds and banks on legal, regulatory and tax matters. He previously held senior positions at PricewaterhouseCoopers, Credit Suisse and Clifford Chance, and is a Legal 500 speaker. Who Should Attend • Foreign entrepreneurs, families and enterprises with interests, contracts or assets connected to Switzerland • Investors and business owners exposed to Swiss law or a Swiss forum • In-house counsel and legal departments • Family offices and private clients • Professional advisors seeking to protect and enforce their clients' rights in the Swiss legal system We look forward to welcoming you to this workshop and to sharing how the Swiss legal system can work decisively in your favor.

Zusatzinfos unter folgendem Link: https://events.teams.microsoft.com/event/c07c34d7-7203-43a7-9762-badba03d2b9a@fd9d2d72-b8dc-4eb2-9ef0-18df620d4eba

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

Dieses Praxisseminar vermittelt umfassend die Grundlagen der Quellensteuer und geht zudem gezielt auf einzelne Prozesse und Abläufe in den unterschiedlichen Beantragungsländer ein.

Zusatzinfos unter folgendem Link: https://live.boersen-zeitung.de/veranstaltungen/auslaendische-quellensteuer-in-der-schweiz-2026/

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