Asset Management Tailor-Made

Our technology and expertise for your individual investment solution

Do you have your own specific requirements which differ from our fund solutions? We will be happy to discuss with you how our solutions can be tailored to your own needs as part of a segregated account.

Database

Our comprehensive database enables individual tailoring of the investment universe - by country, region, sector or factor. The MSCI ESG Research database also facilitates a client-specific sustainability profile of the portfolio.

Methodology

Our systematic portfolio optimisation can be adapted to specific client requirements:

  • Specific exclusion criteria

  • Minimum / maximum weights for specific countries, sectors and securities

  • Limitation of tracking error

  • Individual ESG criteria

  • etc.

Our dynamic asset allocation management can also be adapted and tailored to the client’s current position in mixed mandates.

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
anlegen@olz.ch

Name required

Phone required

Choose a date
Select a period

Your data will be treated confidentially and not passed on to third parties. You can find more information in our privacy policy.

Thank you.

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

🍪 We use cookies.

Your privacy is important to us

This website uses cookies and third-party targeting technologies to provide you with a better internet experience. Technically necessary cookies help make a website usable by enabling basic functions such as page navigation and access to secure areas of the website. The website cannot work properly without these cookies. Statistics cookies help us understand how you, as a visitor to our website, interact with it by collecting and reporting information anonymously. We also provide these cookies to third parties to help us perform these analyses (in particular Google Analytics). In order for us to use statistics cookies or similar technologies, we need your prior and explicit consent; you can revoke this consent at any time. You find further information in our privacy policy.