OLZ Partner Philipp Bregy.

Team Philipp Bregy, CIIA

Partner

Philipp has been with OLZ since 2008.

He is a Swiss-certified financial analyst and asset manager (CIIA) and has completed further training at the New York Institute of Finance, as part of the Executive and Advanced Executive Program at the Swiss Finance Institute, and the SKU Diploma. His areas of expertise are asset management and portfolio management.

Philipp gained practical experience at UBS in the areas of wealth management (domestic and international) and portfolio management (private and institutional clients), with positions in Valais, Geneva, and New York. He also headed up the investment client business at UBS Bern, most recently as Managing Director, and was responsible for managing and expanding UBS's financial intermediaries and lawyers/notaries divisions in the Mittelland region.

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