Baker McKenzie advised Mesirow, an independent, employee-owned financial services firm headquartered in Chicago, on the establishment of Mesirow’s new office in Geneva.
This milestone represents the natural continuation of a partnership with Swiss-based Perreard Partners Investment SA (PPI), with whom Mesirow has collaborated closely since 2004 to deliver tailored currency management solutions to institutional clients across Switzerland. Mesirow currently manages approximately USD 50.2 billion1 for 20 clients in Switzerland. The Geneva office underscores Mesirow’s dedication to its Swiss currency management clients.
Baker McKenzie Switzerland advised Mesirow on all legal matters related to this transaction.
The team was led by partners Matthias Trautmann (M&A) and Ansgar Schott (Financial Services) and consisted of Susanne Liebel-Kotz (partner, tax), Tanja Schmid (senior associate, financial services), Pascal Dorier (associate, M&A), Andreas Becker (associate, employment), Ivan Tomic (associate, financial services), Philine Jenzer (trainee lawyer) and Fabrizio Zavatta (trainee lawyer).
About Mesirow
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, the firm serves clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, Mesirow invests in what matters: its clients, communities and culture.
About Mesirow Currency
With more than USD 199B in currency assets,1 Mesirow Currency delivers innovative, customized currency solutions to institutional clients globally. Being a private, employee-owned firm, Mesirow is free from many conflicts of interest associated with bank-affiliated organizations or publicly held firms and is fully aligned with the interests of its clients. Mesirow Currency offers passive and dynamic currency risk management, currency for return (alpha), and outsourced trading solutions.
This milestone represents the natural continuation of a partnership with Swiss-based Perreard Partners Investment SA (PPI), with whom Mesirow has collaborated closely since 2004 to deliver tailored currency management solutions to institutional clients across Switzerland. Mesirow currently manages approximately USD 50.2 billion1 for 20 clients in Switzerland. The Geneva office underscores Mesirow’s dedication to its Swiss currency management clients.
Baker McKenzie Switzerland advised Mesirow on all legal matters related to this transaction.
The team was led by partners Matthias Trautmann (M&A) and Ansgar Schott (Financial Services) and consisted of Susanne Liebel-Kotz (partner, tax), Tanja Schmid (senior associate, financial services), Pascal Dorier (associate, M&A), Andreas Becker (associate, employment), Ivan Tomic (associate, financial services), Philine Jenzer (trainee lawyer) and Fabrizio Zavatta (trainee lawyer).
About Mesirow
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, the firm serves clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, Mesirow invests in what matters: its clients, communities and culture.
About Mesirow Currency
With more than USD 199B in currency assets,1 Mesirow Currency delivers innovative, customized currency solutions to institutional clients globally. Being a private, employee-owned firm, Mesirow is free from many conflicts of interest associated with bank-affiliated organizations or publicly held firms and is fully aligned with the interests of its clients. Mesirow Currency offers passive and dynamic currency risk management, currency for return (alpha), and outsourced trading solutions.
1Currency assets under management includes AUM associated with (i) active and passive currency risk management products, (ii) non-fx overlay strategies such as equitization and beta overlays, and (iii) alpha strategies. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a “scaled” AUM, which is higher than the actual aggregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%.
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