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Welcome to OLZ

Be Smart.

Research Note September 2021

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We use a scientifically sound investment concept to achieve your investment goals whilst always remaining true to our core values. We advise you neutrally and free of conflicts of interest. The different style of asset management.

System for success.

Equity China - sustainable and risk-optimised

Whether from an economic, political or technological point of view: today there is no way around China. This also applies to investors. The China equity market improves the diversification and return potential of a global equity portfolio. Due to the high market volatility, risk has to be taken into account. OLZ now combines ESG and risk optimisation also for China equities.

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About OLZ

Financial boutique OLZ is an asset manager specialising in sustainable and risk-based portfolio optimisation and one of the largest independent Swiss asset managers. We systematically focus on: Asset management free of conflicts of interest, a scientifically sound investment concept, sustainability, and completely transparent costs.

~ 450
clients: institutional and private investors
locations: Bern, Zurich, Lausanne, Liechtenstein and Hong Kong
~ 3.0 bn CHF
assets under management
Our team

Find out more about our employees, partners, board members and senior advisors.

To the complete team
To the complete team
‘We always felt like a challenger in boxing. One must not be merely equally good, but always a little better.’
‘The added value for our clients is based on a healthy corporate culture, motivated and competent employees, as well as transparent and well-founded investment solutions.’
‘Investors are looking for solutions that are simple, transparent, fair, attractive and profitable. OLZ was founded because investors rarely come across these solutions.

Pius Zgraggen

Carmine Orlacchio

Prof. Dr. Claudio Loderer

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