Financial Institutions
Financial institutions face increased geopolitical risk and sustainability challenges, increasing competition from non-bank financial institutions, while having to embrace new technology and novel business models.
Our global reach, strong connections with regulatory authorities, and experience make us the ideal adviser to guide financial institutions through the panoply of issues arising in a rapidly changing environment.
We provide sector-specific, pragmatic advice across investment, commercial and private banking, to funds, private equity and developing fintech. Our deep roots in all major financial centers and extensive coverage of other markets enable us to provide global and integrated solutions whether transactional, advisory or dispute resolution.
Our sector experience
Baker McKenzie advised UBS Group AG on the conclusion of a Loss Protection Agreement (LPA) with the Swiss Confederation. The loss protection guarantee governed by the LPA is a cornerstone element of the merger between UBS and Credit Suisse and became effective with the completion of the merger of the two banks.
The acquisition of Credit Suisse by UBS was momentous as the first-ever combination of two global systemically important financial institutions.
Baker McKenzie Switzerland acted as sole legal advisor to UBS in connection with the LPA.
UBS
CHF 9 billion
Case study
Change is driven by geopolitical events, technological advances and regulatory developments.
2025: What's on the Radar for Financial Institutions
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New Mountain Capital
USD 2.4 billion
Advised New York-based investment firm New Mountain Capital on its acquisition of the Applied, Food and Enterprise Services businesses of PerkinElmer.
Global Investment Bank
USD 450 million
Successfully represented a global investment bank having more than USD 450 million in exposure to fraud-based insolvencies of an investment group in the Cayman Islands, Bahrain, Switzerland and New York.
Payoneer
Advised on setting up its legal presence, structuring its local business model, and regulatory matters in Argentina, Colombia, Peru, Chile, and Mexico.
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Investment banks are targeting growth through various means including M&A, capital markets integration and restructuring.
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Global Chair
Emmanuel Hadjidakis
Baker McKenzie named African Banking & Finance Legal Adviser of the Year for the fourth time in five years.
Global Banking & Markets Africa Awards 2025
APAC
Karen Man
EMEA
Christoph Kurth
Latin America
Pablo Berckholtz
North America
Chuck Magerman
Banks
Financial Sponsors & Asset Management
Fintech
News & Insight
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The Next Decade in Fintech: The Tokenization of Finance
INSIGHT I LATEST THINKING
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A Practical Guide to Greenwashing for Financial Institutions
INSIGHT I GUIDE
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FInsight: The Global Financial Institutions Industry Podcast
INSIGHT
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Baker McKenzie Excels in Chambers FinTech 2025 Guide with 19 Practice Areas and 22 Lawyer Rankings
NEWS
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How PE Firms Navigated the 2024 Exit Slowdown in Southeast Asia
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Alternative Capital
Banking & Finance
Dispute Resolution
A diverse and growing sector, ranging from managers of wholesale and retail funds to private equity and credit.
How can we help
Technology is a vital part of every financial institution's business model to cut costs and offer new products.
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Capital Markets
Data, Technology, Privacy & Cybersecurity
Wealth Management
Tax
Sustainability for Financial Institutions and Sustainable Finance
Securities Disputes
Private Equity
Investment Funds
Investigations & White-Collar Crime
Sanctions Investigations
Financial Services Regulatory
Employment & Compensation
UBS
CHF 9 billion