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Tax Expertise for the Financial Market

Dr. Stephan Baumann Dr. Stephan Baumann

Our service offerings cover a broad range of tax expertise relevant for financial market clients with a nexus to Switzerland.

Funds and Hedge Funds

  • Planning of tax efficient structures for funds, hedge funds and single investor funds
  • Investor tax reporting solutions for single funds and fund-of-funds

Financial Products

  • Optimization strategies for withholding tax and stamp duty on financial products
  • Analysis of and recommendation on preferable tax repatriation or exit techniques for domestic and foreign investors

Financial Engineering

  • Group financing solutions such as advice on bond issuance, cash pooling, finance entity concepts
  • Financial transaction consulting and tax reduction ideas


  • General tax compliance services for financial markets clients
  • Active support on reclaim applications for local and foreign withholding taxes
  • Preparing tax qualification documents such as US W8-BEN applications

Information Exchange

  • Consulting and implementation guidance on OECD common reporting standard / Automatic Exchange of Information