Science in Asset Management as a Vocation

As a long-term, risk-based asset manager, we are free from conflicts of interest. We are guided by scientific findings and place great emphasis on quality. We are driven not by quick returns, but by robust results. This enables us to create sustainable added value for our clients – in a way that is understandable, scientific, and personal.

Knowledge, experience, and continuous development

Your contact

Do you have any questions or suggestions, or are you convinced of our approach to asset management and would like independent advice? We look forward to hearing from you.

Systematics that create added value

We develop long-term, risk-based, and scientifically sound investment concepts that are transparent, fact-based, and free of conflicts of interest. We stand for financial services based on clear principles that aim to generate returns without excessive or questionable risks. As a specialized financial boutique, we offer our clients solutions of the highest standard, thereby actively shaping the future of asset management.

Because genuine customer focus has a long-term effect

more than 200
Institutional and private clients place their trust in us
26
Employees do their best for our customers every day
14
Equity and bond funds
8
Universities and technical colleges conduct joint research projects with us

Joint success is our main focus

We are convinced that modern asset management can also be successful outside of traditional banks. It is important to us that our clients understand what is happening with their assets. That is why we value openness, honesty, and transparency in our interactions.

The people who make OLZ what it is

To the complete team
OLZ Legal Rene Koch.

René Koch

Head of Legal & Compliance

OLZ Risk Control Operations Philipp Schori.

Philipp Schori

Head of Technology & Operations

OLZ Business Development Sandro Gugolz.

Sandro Gugolz, CFA

Business Development / ESG Specialist

.

Cédric Kohler

Senior Advisor

Vacancies

If you like to break new ground, want to play an active role in shaping the financial world, and are passionate about your work, then you've come to the right place. Find out now whether there is a suitable position available.

Our licenses and memberships

The Swiss Financial Market Supervisory Authority is the independent supervisory authority for the Swiss financial market. OLZ AG has been authorised by the Swiss Financial Market Supervisory Authority FINMA as a manager of collective assets since 2007.

The PRI is the world’s leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance (ESG) factors; and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.

The mission of Swiss Sustainable Finance (SSF) is to strengthen Switzerland's position as a leading voice and player in the field of sustainable finance, thereby contributing to a sustainable and prosperous economy.

Climate Action 100+ is an investor-led initiative that aims to ensure that the world's largest greenhouse gas-emitting companies take appropriate action against climate change in order to mitigate financial risks and maximize the long-term value of their assets.

The Alliance of Swiss Wealth Managers enables its members to regularly exchange experience and know-how on a regional and national level. In this way, prominent wealth managers seek to mutually strengthen each other through new and innovative ideas.

The officially recognised ombudsman for financial service providers in accordance with the FinSA and act as a neutral institute. FINOS deals with questions and complaints from clients of our affiliated financial service providers.

We are happy to advise you and answer your questions.

Investment solutions for assets over CHF 500,000. 
We will call you when it suits you best.

Or contact us directly:
+41 31 326 80 00
info@olz.ch

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We will get back to you at the requested time and are looking forward to the conversation.

We are always happy to talk to you.

A lasting relationship with our customers is worth more to us than mere success. Get in touch with us, we look forward to hearing from you. Or contact us directly:

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