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Philipp Bregy, CIIA

Head of Clients and Partner


He joined OLZ in 2008, where he is responsible for acquisition and customer support.

Philipp graduated with a Swiss federal diploma in financial analysis and asset management (Certified International Investment Analyst, CIIA). At the Swiss Finance Institute, he participated in the Executive and Advanced Executive Program, and graduated from SKU (Advanced Management Program). He specializes in wealth management and portfolio management.

At UBS, he worked in the Wealth Management Department (domestic and international), and in the Valais, Geneva and New York he undertook portfolio management for private customers and institutions. He was the head of customer investments at the UBS in Bern before being promoted to Managing Director, where he was responsible for managing and expanding UBS' financial intermediary and legal services in the Central Lowlands of Switzerland.

Philipp is married, with one daughter and one son.

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