VelaSolution
VelaSolution

Bespoke Advice – Smart Solutions 

AvelaLaw AG

AvelaLaw specializes in advisory services across the entire spectrum of compliance, risk management and legal advice for financial service providers. Such as asset managers, fund management companies, financial advisors and banks. In addition, our services are supplemented by a state-of-the-art digital application.

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Our Experience

Our range of industry experience ensures strategic and efficient advice

20+ Years Experience 

All mem­bers of our team have served in lead­ing posi­tions in high­ly rep­utable finan­cial ser­vices firms. Most impor­tant­ly, we com­bine a joined expe­ri­ence of more than two decades in var­i­ous func­tions in Legal, risk man­age­ment, Oper­a­tions and IT, which helps to advise our clients to mas­ter all their reg­u­la­to­ry affairs as well as future chal­lenges. In con­clu­sion, who else, if not sea­soned prac­ti­tion­ers like us, under­stand the client’s needs? 

Great Results 

Above all, our objec­tive is to have an open dia­logue with our clients in order to under­stand their needs and rel­e­vant chal­lenges to be able to pro­vide best in class advise. On this basis we have been able, to suc­cess­ful­ly serve domes­tic and inter­na­tion­al clients in a broad range of reg­u­la­to­ry mat­ters. The pos­i­tive feed­back from our clients is our reward and dri­ves our moti­va­tion to con­tin­ue deliv­er­ing qual­i­ty advise and tai­lored solu­tions for high­est lev­el of client satisfaction. 

Full Dedication 

Our aim to deliv­er turn key solu­tions ‘from pro­fes­sion­als to pro­fes­sion­als’ com­bined with our pas­sion for ser­vice excel­lence, is ren­dered by our com­mit­ment and full ded­i­ca­tion to our clients no mat­ter the request or issue. There­fore, we are inter­est­ed in the long-term pros­per­i­ty of our clients, as we look for­ward to last­ing rela­tion­ships of mutu­al respect and success. 

Track Record

Successfully completed projects

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Suc­cess­ful com­ple­tion of an AML de-risk­ing project, incl. amend­ment of client doc­u­men­ta­tion pack­ages for a Swiss based bank 
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Incor­po­ra­tion of var­i­ous Swiss asset man­age­ment com­pa­nies, incl. reg­u­la­to­ry fil­ing and the imple­men­ta­tion of a cor­po­rate gov­er­nance framework 
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Merg­er of two Swiss based invest­ment man­age­ment com­pa­nies, incl. the amend­ment of the gov­er­nance framework 
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For­ma­tion of an off-shore pri­vate mar­ket fund for cryp­to investment 
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For­ma­tion of an off-shore gold min­ing fund 
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Review and imple­men­ta­tion of var­i­ous port­fo­lio man­ag­er appli­ca­tions based on the new Swiss reg­u­la­to­ry environment 
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Imple­men­ta­tion of a Dis­tri­b­u­tion and Cross-Bor­der Sales Frame­work for a Ger­man Asset Manger 
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Struc­tur­ing of a Swiss domi­ciled Invest­ment Fund for a large insur­ance company 
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Nego­ti­a­tion and draft­ing of IMA for large Swiss insti­tu­tion­al Investor with exter­nal Advi­sor to sell their direct investments 
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Struc­tur­ing of a Lux based Ven­ture Cap­i­tal Fund for a Swiss Invest­ment Advisor 
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Advis­ing a Swiss Invest­ment Man­ag­er on a sec­ondary trans­ac­tion into a Lux Ven­ture Fund, includ­ing the draft­ing of under­ly­ing agree­ments and legal opinions 
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Buy-side advi­so­ry in acquir­ing a wind park in Spain for large renew­able pow­er fund. 
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Imple­men­ta­tion of a cor­po­rate gov­er­nance frame­work and imple­men­ta­tion of reg­u­la­to­ry devel­op­ments and reg­u­la­to­ry house keep­ing for Swiss invest­ment manager 
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Estab­lished an ESG-Advi­so­ry con­cept for a Swiss Fam­i­ly Office 
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Draft and file Super­vi­so­ry Appli­ca­tion for a large Swiss Asset Manager 
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Group com­pa­ny re-struc­tur­ing and Swiss Com­pa­ny merg­er for an inter­na­tion­al Asset Man­age­ment house 
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Var­i­ous FIN­MA fil­ings and cor­po­rate house keep­ing for Swiss asset manager 
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Review of the Com­pli­ance Frame­work, AML Edu­ca­tion and MiFID II Pol­i­cy Frame­work for large Swiss Asset Manager 
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For­ma­tion of var­i­ous Swiss domi­ciled col­lec­tive invest­ment schemes, includ­ing FIN­MA fil­ing for a large Swiss Asset Manager 
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Due Dili­gence and Con­tract Nego­ti­a­tions for a Swiss Pen­sion Scheme to invest in a Swiss Invest­ment Foundation 
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COURSE OFFERING of AvelaLaw AG – Initial Training / Refresher Course for Client Advisers in the Field of Rules of Conduct according to FINSA 

FinSA and FinIA entered into force.

What impact does FinSA and FinIA have on the core process of your company?

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Training for client advisers in the field of FinSA Rules of Conduct

AvelaLaw offers mandatory initial training and refresher courses for Client Advisers who shall be enrolled in the Register of Client Advisers maintained by the stock exchange Bern in accordance with Art. 28 et seq. of the Federal Act on Financial Services of 15 June 2018 (“FinSA”).

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AvelaLaw AG

AVELALAW is a Zurich-based advisory firm specialising in financial market law (with a particular focus on asset management and Swiss and foreign collective investment schemes). AVELALAW covers the full spectrum of legal advice, compliance and risk management for its clients.

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COURSE OFFERING of AvelaLaw AG – Initial Training / Refresher Course for Client Advisers in the Field of Rules of Conduct according to FINSA

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