Patrick Schärli Partner
Attorney at Law, LL.M.

Patrick Schärli

Partner
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 based at our Zurich office and a member of the Capital Markets, Banking and Finance, and Corporate and M&A practice groups. Specialising in capital markets and financial services regulatory matters, Patrick advises issuers and banks who act as underwriters in equity and debt offerings. He is a member of the editorial board of the corporate and capital markets law journal "Gesellschafts- und Kapitalmarktrecht (GesKR)", and an editor for the online law journal "CapLaw".

  • Practices

  • 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., 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

  • Assistant

  • Other Activities

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

Insights

Insights 02.07.2024

Federal Council proposes changes to key market infrastructure provisions

Federal Council proposes changes to key market infrastructure provisions

On 19 June 2024, the Swiss Federal Council published its proposed revision of the Financial Market Infrastructure Act ("FinMIA"). Among a wide-ranging set of amendments relating to derivatives trading rules and the Swiss market conduct framework, the Federal Council‘s draft bill also includes a range of amendments relating to market infrastructure, including payment systems, central securities depositaries and trading venues, as well as important amendments to the Swiss transaction reporting regime. The draft bill is open for comments until 11 October 2024.

Insights 01.07.2024

Corporate sustainability reporting: Revision proposal

Corporate sustainability reporting: Revision proposal

On 26 June, 2024, the Swiss Federal Council opened the consultation procedure on an amendment to the Swiss non-financial reporting rules, aimed at tightening transparency rules on non-financial matters to align them with European law. Most notably, the preliminary draft considerably extends the regulation's scope to apply to public interest companies (i.e., those listed and FINMA-regulated) generally, as well as to ‘large’ privately held companies. It also extends and clarifies the disclosure requirements for sustainability matters. Additionally, the draft requires obtaining assurances from an auditor or a conformity assessment body on sustainability information.

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