Web Workshop: How to Acquire a Swiss or Liechtenstein Bank or Asset Manager
Agenda
14:00 – Welcome & Opening Remarks
Dr. Alexander Lindemann, 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 Lindemann, LINDEMANNLAW
Speakers
Dr. Alexander Lindemann – Managing Partner, LINDEMANNLAW
Dr. Alexander Lindemann 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!
Datum: 07.07.2026, 14:00 - 15:30 Uhr
Organisator: LINDEMANNLAW in Partnership with CFM Partners
Ort: Online / MS Teams
Zielgruppe: - Strategic and financial investors
- Private equity professionals
- Corporate and M&A lawyers
- Financial sector executives
- Tax and compliance advisors
- Corporate development teams
Kosten: -
