Skip to content Skip to footer

Loading Results

PwC webinar series for asset managers in Switzerland

Using Luxembourg AIFs - a practical guide to operating models and distribution

About the webinar

PwC Switzerland is launching a new series of webinars for Swiss asset managers. The series will explore practical issues linked to legislation, regulatory standards and tax.

The first webinar will be co-hosted by PwC Luxembourg and will focus on how asset managers in Switzerland can make use of AIFs based in Luxembourg. In this particular webinar, rather than going into the different vehicles available in Luxembourg, we will be looking at which operating models Swiss asset managers might consider and how to market fund units within Switzerland. Presentations by experts from PwC Switzerland and PwC Luxembourg will look at recent regulatory developments in the EU, Luxembourg and Switzerland. Participants will be able to ask questions during the webinar. 


AIFMD – where are we now and where next?

Begga Sigurdardottir (Partner, PwC Switzerland) and Olivier Carré (Partner, PwC Luxembourg) will give participants an introduction to EU Directive 2011/61 on alternative investment fund managers (AIFMD) and recent changes to the rules. The presenters will also discuss the ESMA recommendations and what changes we can expect to see.

Operating models for asset managers marketing AIFs in Switzerland

Philippe Belche (Partner, PwC Luxembourg) and Jean-Claude Spillmann (Director, PwC Switzerland) highlight the operating models available to asset managers based in Switzerland when marketing Luxembourg AIFs – and potential hazards. The presentation will cover the regulatory requirements that apply to tasks delegated to Swiss asset managers by a Luxembourg-based AIFM.

What structures are used to distribute AIFs in other European countries?

Ebru Yalcin (Director, PwC Luxembourg) and Jean-Claude Spillmann (Director, PwC Switzerland) highlight the requirements that Swiss asset managers have to meet in order to distribute AIF units in other European countries. Where do Luxembourg AIFMs fit in? How does the concept of tied agent work and what does it involve? Are there other ways for asset managers based in Switzerland to market their products in Europe while complying with the requirements? Our experts will explore these and other questions by looking at the practical implications of current regulatory developments.

What products can be distributed?

Begga Sigurdardottir (Partner, PwC Switzerland) and Kerstin Boernecke (Director, PwC Luxembourg) look at which products can actually be marketed given the regulatory requirements and taking into account different categories of investor.


Begga Sigurdardottir
Partner, Asset Management & Real Estate, PwC Switzerland

Jean-Claude Spillmann
Director, Head Asset and Wealth Management and Banking Regulatory, PwC Switzerland

Olivier Carré
Partner, Financial Services Market Leader, PwC Luxembourg

Philippe Belche
Partner, Financial Services Consulting, Alternative Investment Strategies, PwC Luxembourg

Ebru Yalcin
Director, PwC Luxembourg

Kerstin Boernecke
Director, PwC Luxembourg


Concluding statement

There will be time to take questions on each topic. Participants will also have an opportunity to discuss their personal experience and knowledge.


Participation in the webinar is free of charge.


The webinar will be held in both German and English. The German edition will be held on 8 June 2021, the English on 16 June 2021

For any questions, please contact our Events Team by email (


By Invitation Only

If you want to be added to the invitees list, please fill in the contact form below.

Your registration will be subject to PwC's approval.

Required fields are marked with an asterisk(*)

By submitting your email address, you acknowledge that you have read the Privacy Statement and that you consent to our processing data in accordance with the Privacy Statement (including international transfers). If you change your mind at any time about wishing to receive the information from us, you can send us an email message using the Contact Us page.

Contact us

Björn Ebert

Partner, PwC Luxembourg

Tel: +352 49 48 48 2256

Olivier Carré

Markets and Strategy Financial Services Leader, PwC Luxembourg

Tel: +352 49 48 48 4174

Stay Connected: