About us Science in asset management as a vocation

We are a long-term and risk-based asset manager and free of conflicts of interest. We are guided by scientific findings and attach great importance to quality. We are not driven by quick returns, but by robust results. In this way, we create sustainable added value for our clients.

OLZ has enormous professionalism and is absolutely neutral in its advice.

Voices from clients

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.

The systematic approach to long-term and risk-based asset management

This is what sets us apart from the standard in the financial industry. We offer long-term, risk-based and scientifically sound investment concepts. In doing so, we rely on facts, verified data and the latest technologies. We offer our clients long-term added value, free of conflicts of interest and fully cost-transparent.

employees perform their best for our customers every day

370

institutional and private customers place their trust in us

locations we can call home

With 12

universities and universities of applied sciences, we conduct joint research on projects

We are changing the market with our work.

We stand for the financial services of the future. Returns must not be generated at high and ethically questionable risks. We consistently focus on the needs of our clients and society. As a financial boutique with highly specialized knowledge, we serve our clients at the highest level and with our own solutions.

We set benchmarks with our knowledge and many years of experience. Act Smart.

Shared success is important to us

We are convinced that we are doing the right thing and believe that modern wealth management outside traditional banks works successfully. We want our clients to understand what is happening with their invested assets. In our dealings with each other, we build on openness, honesty and transparency.

With us, having your own opinion counts. We trust each other. Be Smart.

To the complete team

OLZ Business Development Tobias Buetikofer

Tobias Bütikofer

Business Development Analyst

OLZ Business Development Marcel Masshardt

Marcel Masshardt, CFA

Senior Client Advisor

Conseil Administration OLZ Pascal Sieber

Dr. Pascal Sieber

Member of the board of directors

Roger Scheidegger

Head of Finance & HR

Vacancies

If you are not afraid of unconventional ideas, understand the financial industry, love the associated craft and see your vocation in it, then you are exactly right with us. See now if we have a suitable position for you.

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 ASIP aims to maintain and promote occupational pension provision based on social partnership and has therefore issued a binding charter and professional guidelines for its members. Implementation is intended to ensure that all loyalty and integrity provisions of the BVG are complied with.

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.

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.

The FMA is the Liechtenstein Financial Market Authority. The subsidiary OLZ Wealth Management AG has been licensed by the Liechtenstein Financial Market Authority FMA as an asset management company since 2007.

The «Personal Responsibility in Occupational Pension Provision» Foundation aims to develop holistic supports for the exercise of management in the 2nd pillar. OLZ is a co-founder of the "Personal Responsibility in Occupational Pension Plans" Foundation, which emerged from the «Code of Conduct for Occupational Pension Plans» Foundation.

The Swiss Solvency Test (SST) - the Swiss insurance regulatory framework in place since 2011 - imposes various quantitative and qualitative requirements that Swiss insurance companies need to fulfill.

The Securities and Futures Commission (SFC) is an independent statutory body set up in 1989 to regulate Hong Kong's securities and futures markets. The subsidiary OLZ (Hong Kong) Limited is SFC licensed has the permits for Type 4 and Type 9 since 2019.