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L'impact sur les banques du nouveau droit de la protection de l'adulte

Contribution présentée lors de la Journée 2013 de droit bancaire et financier.
The Law on the Protection of Adults took effect on January 1, 2013. The present article focuses on three related aspects : first, on the interplay between the articles 397a CO, 443 and 389 CC regarding the duty of agents to notify the protection authority ; second, on the highly disputed obligation to provide information deriving from article 10 of the Federal Ordinance on Asset Management in the Framework of a Custodianship or a Guardianship and third, on a number of questions that have arisen on the subject of such asset management, in particular concerning investment principles and the division of competences between the custodian, the supervising authorities and the so-called « person concerned ».
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In: Revue suisse de droit des affaires et du marché financier. – Zürich. - Vol. 86(2014), no 2, p. 185-196.

Les trusts sont-ils effectivement reconnus en Suisse ? Un bilan sept ans après la ratification de la Convention de La Haye sur les trusts

Contribution présentée lors de la Journée 2013 de droit bancaire et financier.

Two cases decided by the Federal Tribunal in 2012 have raised the question whether Swiss courts prop- erly recognise and enforce the effects of (foreign) trusts. This article sets out a broader context and shows that in many other decisions, Swiss courts have shown a robust understanding of trusts and their most important features. In those two cases, however, the courts have enforced important public policies at the cost of disregarding the relevant trusts entirely. This article argues that the same results could be obtained through a more rigorous applica- tion of the Hague Convention on Trusts. Its provisions, and particularly Article 15, allow courts to strike a balance between the recognition of trusts and the application of other, non-trust mandatory provisions designated by the conflict rules of the forum.
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In: Revue suisse de droit des affaires et du marché financier. – Zürich. - Vol. 86(2014), no 2, p. 161-174.