Insurance

Our Team offers client centric expertise in the insurance sector. We provide dedicated advice in mergers and acquisitions, capital markets and risk transfer transactions as well as in insurance and regulatory matters. Our practice is further focused on insurance disputes.



Regulatory Matters

The key strengths in our client offerings remain our comprehensive knowledge of, and experience in, all aspects of Swiss insurance regulation, founded on our sector-specific expertise in dealing with the Swiss insurance regulator (FINMA) and international regulatory issues. Our core competencies include:


  • Navigating the specific challenges facing the insurance sector
  • Know-how in the national and international regulatory framework
  • Understanding the economic drivers and fundamentals of the insurance business


Mergers & Acquisitions

We provide comprehensive advice to a broad range of Swiss and international clients on all aspects of M&A transactions, divestitures and reorganizations in the insurance sector, covering life, property|casualty and health care insurance as well as reinsurance and specialty line and multiline insurance. Our core competencies include:


  • Understanding transactional, operational and regulatory issues in the insurance sector
  • Strategic planning advice and project management
  • Interdisciplinary legal experience in corporate and insurance regulatory advice


Capital Markets Transactions

We advise a wide array of clients in capital markets transactions in the insurance sector with a focus on regulatory capital and equity-linked instruments as well as risk transfer instruments. Our core competencies include:


  • Combining a transactional mindset with in-depth knowledge of the regulatory capital requirements
  • Structuring and documenting regulatory capital and equity-linked instruments
  • Setting-up risk transfers to the capital markets


Risk Transfer Solutions

We provide standardized or customized risk transfer solutions to Swiss and international primary insurers, reinsurers and fund managers, including advice on complex risk transfer products. Our core competencies include:


  • Structuring and documenting risk transfer products
  • Designing innovative risk transfer solutions
  • Advising on compliance with Swiss insurance regulation


Outsourcing | Data Protection

We advise primary insurers and reinsurers on how to comply with and handle Swiss and EU data protection law in both their core business as well in simple and complex outsourcing setups. In the latter case, this also includes advising our clients on FINMA outsourcing regulations. Our core competencies include:


  • Developing and implementing strategies to ensure data protection
  • Developing new solutions, e.g., structuring of a "cloud" solution for a Swiss health insurance company
  • Applying a business-oriented approach combined with an in-depth understanding of information technology


Regulatory Investigations

Our team of experienced experts conducts internal and regulatory investigations in the insurance area. Our core competencies include:


  • Conducting internal investigations in a regulatory context
  • Processing and analyzing large data volumes
  • Interacting with Swiss and foreign insurance regulatory authorities


Litigation and Arbitration | Regulatory Proceedings

We provide dispute resolution expertise involving insurance and reinsurance coverage and other insurance disputes. Our services also cover representation of clients in regulatory proceedings before Swiss authorities and assistance in foreign proceedings in relation to all aspects of insurance regulation. Our core competencies include:


  • Complex insurance liability disputes before the Zurich Commercial Court
  • D&O insurance claims
  • Domestic and international reinsurance litigation and arbitration
  • Assisting Swiss insurers in foreign regulatory, civil and criminal proceedings
  • Representing clients in regulatory proceedings before FINMA
  • Cross-border investigations in international insurance matters, including matters involving foreign tax aspects