Patrick Moser, lic.iur., LL.M.

Part­ner

Expertise

Patrick is a Found­ing Part­ner of Ave­laLaw AG and brings over 20 years of expe­ri­ence as a legal coun­sel in the Swiss and inter­na­tion­al asset man­age­ment indus­try, with a par­tic­u­lar focus on the struc­tur­ing of all kinds of col­lec­tive invest­ment schemes, be these mutu­al funds or cor­po­rate struc­tures, retail, qual­i­fied or insti­tu­tion­al funds, UCITS, AIF, RAIF, mas­ter-feed­er struc­tures or insti­tu­tion­al man­dates, both domi­ciled in Switzer­land and abroad and in a wide vari­ety of asset class­es, includ­ing real estate and pri­vate equity.

Patrick is a long-stand­ing con­trib­u­tor in a vari­ety of SFAMA work­ing groups and also has a strong back­ground in finan­cial reg­u­la­tion (incl. FIDLEG/FINIG, bank­ing and insur­ance law), cor­po­rate gov­er­nance, reg­u­la­to­ry mat­ters and fund dis­tri­b­u­tion, again in Switzer­land and abroad.

Patrick will also be engaged in obtain­ing FIN­MA and oth­er author­i­ties’ licens­es for finan­cial insti­tu­tions such as fund man­age­ment com­pa­nies, asset man­agers, and advis­ers active both in the tra­di­tion­al and alter­na­tive invest­ment uni­verse, as well as for their prod­ucts includ­ing col­lec­tive invest­ment schemes, invest­ment foun­da­tions and oth­er invest­ment vehicles.

  • Found­ing Part­ner Ave­laLaw Ltd., Zurich, since 1 June 2021
  • Part­ner Cap­stoneLaw, Zurich, July 2020 to May 2021
  • Head Legal Prod­uct Engi­neer­ing and mem­ber of the Exec­u­tive Board, GAM Invest­ment Man­age­ment (Switzer­land) Ltd. (for­mer­ly Swiss & Glob­al Asset Man­age­ment Ltd., for­mer­ly Julius Baer Invest­ment Funds Ltd.), Zurich, 2008–2020
  • Senior In-house coun­sel, Cred­it Suisse Asset Man­age­ment Funds, Zurich, 2005–2007
  • In-house coun­sel, Julius Baer Invest­ment Funds Ltd., Zurich, 2000–2005
  • Board Mem­ber of var­i­ous invest­ment com­pa­nies with vari­able cap­i­tal (SICAV) domi­ciled in Luxembourg
  • For­mer mem­ber of Legal & Com­pli­ance Expert Group (« FARC ») of SFAMA
  • For­mer rep­re­sen­ta­tive at COP­TIS (Swiss Asso­ci­a­tion of Real Estate Secu­ri­ti­sa­tion Professionals)
  • Not admit­ted to the bar
  • Swiss Fund Acad­e­my, Inter­na­tion­al Fund Offi­cer, 2011/12
  • Uni­ver­si­ty of Zurich, Fac­ul­ty of Law, 1992–95 and 1997/98, grad­u­ate law degree (lic.iur.)
  • Uni­ver­si­dad de Ali­cante (Spain), Fac­ul­ty of Law, 1996/97, post­grad­u­ate degree « Mag­is­ter Lucenti­nus », an LL.M. with focus on intel­lec­tu­al prop­er­ty law
  • Uni­ver­si­dad de Ali­cante (Spain), Fac­ul­ty of Law, 1995/96, Eras­mus Scholarship
  • Ger­man
  • Span­ish
  • Ital­ian
  • Eng­lish
  • French
Articles
  • Le cal­cul de la valeur d’une part d’un fonds immo­bili­er, in 24heures, 12 Decem­ber 2018
  • Finanz­mark­trecht, Entwick­lun­gen 2017, Rei­he njus.ch, Stämpfli Ver­lag, Bern 2018