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About us

The different way to successful asset management.

OLZ offers asset management free of conflicts of interest. We are focussed on scientific findings and place great value on quality. It is not the quick return which drives us but robust results. This creates sustainable added value. For you.

Be smart.

OLZ was founded in 2001 with the idea of develop a style of asset management which is free of conflicts of interest, based on a scientifically sound investment concept and providing full cost transparency.

OLZ is today a highly specialised asset manager in the area of sustainable and risk-based portfolio optimisation and is also one of the largest Swiss asset managers for private clients.

OLZ is completely independent. The shares are owned by the partners, employees and directors.

OLZ Asset Management technology combines in-depth knowledge of mathematics and financial market research with many years of practical experience in portfolio management. We maintain an open and innovative corporate culture. Our research team and our network of universities and universities of applied sciences contribute expertise and creativity to the constant development of our investment solutions.

~ 500
locations: Bern, Zurich, Lausanne, Liechtenstein, Hong Kong
~ 3.3 bn CHF
assets under management
equity funds, bond funds and mixed funds
+ 10 year
track record
research projects with universities and universities of applied sciences
investment concept – OLZ Smart Invest

Our milestones

Below you find our most important milestones in the development of OLZ AG as well as the assets under management over time.

Our licences

  • OLZ AG has been authorised by the Swiss Financial Market Supervisory Authority FINMA as an asset manager of collective investment schemes since 2007
  • The subsidiary OLZ Wealth Management AG has been authorised by the Financial Market Authority Liechtenstein FMA as an asset management company since 2007
  • The subsidiary OLZ (Hong Kong) Limited is SFC licensed and has had licenses for Type 4 and Type 9 since 2019

Our memberships

ASIP-Charta of swiss pension funds

Founding member of Alliance of Swiss Wealth Managers

Foundation member of "Stiftung Eigenverantwortung in der beruflichen Vorsorge"

Member of Swiss Solvency Test Fund Reporting Initiative

Member of Swiss Sustainable Finance

ombudsman service for financial service providers according to FinSA

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