Patrick Schärli Partner, Co-Head of Capital Markets
Attorney at Law, LL.M.

Patrick Schärli
Partner, Co-Head of Capital Markets
Attorney at Law, LL.M.
+41 58 450 80 00
patrick.schaerli@lenzstaehelin.com 		Zurich
Brandschenkestrasse 24
CH-8027 Zurich
www.lenzstaehelin.com

  • Expertise

    Patrick Schärli is a Partner in the Zurich Office where he co-heads the capital markets practice. He is also a member of the firm's Banking and Finance as well as Corporate and M&A practice groups. Patrick has a broad and diversified capital markets practice advising issuers and banks (underwriters) in equity, equity-linked and debt offerings. In addition, Patrick regularly advises clients on financial services regulatory matters, including cross-border transaction and licensing topics. He is a member of the editorial board of the corporate and capital markets law journal "Gesellschafts- und Kapitalmarktrecht (GesKR)" and a member of the editorial staff of the internet based law journal "CapLaw". Patrick regularly publishes articles and other contributions in legal commentaries and law journals.

  • Practices

    Asset Management Banking and Finance Capital Markets Corporate and M&A ESG

  • Professional Experience and Education

    and Education

    2023Partner, Lenz & Staehelin
    2015-16Foreign Associate, Mayer Brown LLP, Washington, DC
    2013Associate, Lenz & Staehelin
    2011Law Clerk, District Court of Lenzburg
    2015University of Chicago Law School (LL.M.)
    2012Swiss Bar Admission
    2010University of Lucerne (MLaw)

  • Specialist Areas

    Capital Markets, Financial Services and Regulatory, Corporate and M&A, Banking and Finance

  • Languages

    German, English

  • Memberships

    Zurich Bar Association (ZAV), Swiss Bar Association (SAV)

  • SELECTED PUBLICATIONS

    • Schärli P., Schleiffer P., Arndgen C., Proposed Amendments to the FMIA: Impact on Rules for Disclosure of Significant Shareholdings, in: CapLaw-2024-82
    • Schärli P., Finanzmarktrechtliche Kategorisierung von Kryptowerten, in: Zellweger-Gutknecht/Tschudi/MacCabe (eds.), Kryptowerte, Basel 2024
    • Schärli P., Kommentierung von Art. 692 – 695 OR, in: Watter/Vogt (eds.), Basler Kommentar Obligationenrecht II, 6. Aufl., Basel 2024
    • Raun D., Schärli P., Management Transactions: Revised SIX Rules Enter into Effect, in: CapLaw-2024-04
    • Pavicic M., Schärli P., SIX Enforcement Actions in 2023, in: CapLaw-2023-58
    • Schärli P., Non-Financial Reporting, in: CapLaw-2023-13
    • Schleiffer P., Schärli P., Kommentierung von Art. 19 FIDLEG, Art. 10, 12, 17 – 23 sowie 61 FINIG, in: Bahar/Watter (eds.), Basler Kommentar zum Finanzdienstleistungsgesetz und Finanzinstitutsgesetz, Basel 2023
    • Schärli P., FINMA Guidance 02/23: Expiry of Transition Period for Portfolio Managers and Trustees, in: CapLaw-2023-04
    • Schärli P., Corporate ESG Reporting, in: CapLaw, Swiss Capital Markets Law, 3/2022, 28-36
    • Rayroux F., Schleiffer P., Vogt Scholler L., Schärli P., Bechaalany S., Financial Services Compliance 2022 - Switzerland, in: Getting the Deal Through, April 2022
    • Schleiffer P., Schärli P., Kommentierung von Art. 44-46 FIDLEG, in: Sethe/Bösch/Favre/Kramer/Schott (eds.), Kommentar zum Finanzdienstleistungsgesetz FIDLEG, Zurich 2021
    • Schärli P., and other authors ,, Position Paper regarding selected Aspects of the Financial Services Act (FinSA), in: CapLaw, Swiss Capital Markets Law, 3/2021, 2-18
    • Diem H., Schärli P., Exit von Aktienbeteiligungen über den Kapitalmarkt, in: Reutter/Werlen (eds.), Innovation und Disruption: Sanierungen, Exits, LIBOR-Ablösung und Blockchain, 16. Tagung zu Kapitalmarkt - Recht und Transaktionen - Tagungsband 2020, Zurich 2021, 104-134
    • Schleiffer P., Schärli P., Social Trading, in: CapLaw, Swiss Capital Markets Law, 2/2021, 2-9
    • Schärli P., Sattler P., Revised Corporate Law to Facilitate Accounts in Non-Swiss Currencies and Interim Dividends, in: CapLaw, Swiss Capital Markets Law, 5/2020, 22-27
    • Frey H., Schärli P., Schleiffer P., Securities Litigation 2020 - Switzerland, in: Getting the Deal Through, May 2020, 75-81
    • Schleiffer P., Schärli P., Kommentierung von Art. 61-65 FinfraG und Art. 68-73 FinfraG, in: Watter/Bahar (eds.) Basler Kommentar zum FINMAG und FinfraG, 3rd edition, Basel 2019
    • Oertle M., Stadtherr-Glättli F., Schärli P., The Executive Remuneration Review 2019 - Switzerland, in: The Law Reviews, 8th edition, November 2019, 265-277
    • Schleiffer P., Schärli P., Supervision of Portfolio Managers and Trustees - Update, in: CapLaw, Swiss Capital Markets Law, 5/2018, 69-75
    • Schleiffer P., Schärli P., Ausnahmen von der Prospektpflicht unter dem künftigen Finanzdienstleistungsgesetz, in: GesKR (Gesellschafts- und Kapitalmarktrecht), 1/2018, 1-9
    • Schleiffer P., Schärli P., New Reporting Obligations for Securities Dealers and Participants of Swiss Trading Venue, in: CapLaw, Swiss Capital Markets Law, 2/2018, 2-5
    • Schleiffer P., Schärli P., Multilaterale Handelssysteme (MTF) und organisierte Handelssysteme (OTF), in: Sester/Brändli/Bartholet/Schiltknecht (eds.), St. Galler Handbuch zum Schweizer Finanzmarktrecht / Finanzmarktaufsicht und Finanzmarktinfrastrukturen, Zurich/St. Gallen 2017, § 22B
    • Schleiffer P., Schärli P., New Rules for Organized Trading Facilities, in: CapLaw, Swiss Capital Markets Law, 2/2017, 14-20
    • Schärli P., ESMA Issues Positive Advice on the Extension of the AIFMD Marketing Passport to Swiss AIFM and AIF, in: CapLaw, Swiss Capital Markets Law, 4/2016, 5-9
    • Schleiffer P., Schärli P., Supervision of Portfolio Managers and Trustees, in: CapLaw, Swiss Capital Markets Law, 1/2016, 42-47
    • Schleiffer P., Schärli P., Ein Überblick über das künftige Finanzdienstleistungsgesetz und Finanzinstitutsgesetz, in: GesKR (Gesellschafts- und Kapitalmarktrecht) 4/2014, 334-347
    • Schleiffer P., Schärli P., Der Vertrieb von Private Equity-Fonds unter dem revidierten Kollektivanlagengesetz, in: Gericke (ed.), Private Equity III, Struktur und Regulierung von Private Equity-Fonds und -Fondsmanagern im Lichte des revidierten KAG und der AIFM-RL, Zurich/Basel/Geneva 2013, 133-185

  • Other Activities

    • Member of the editorial board of the law journal "Gesellschafts- und Kapitalmarktrecht (GesKR)".

  • Contact Details

    Zurich patrick.schaerli@lenzstaehelin.com
    V-Card Full CV

  • Assistant

    Gioya Koch gioya.koch@lenzstaehelin.com

  • Other Activities

    • Member of the editorial board of the law journal "Gesellschafts- und Kapitalmarktrecht (GesKR)".

Publications

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STORIES

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Story — 20.12.2023

Story ― 20.12.2023

Meet the Team – Jahresrückblick 2023

Meet the Team – Jahresrückblick 2023
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