As asset managers, we always seek appropriate solutions for the diverse needs of our professional and institutional clients, offering the greatest possible flexibility. We rely on facts, verified data, and scientific models. Our focus is on long-term, sustainable investment.
Our equity solutions offer investors flexible and scientifically sound investment strategies. Whether risk-based portfolios, index-tracking approaches, or models with dynamic equity management, we combine many years of expertise with state-of-the-art financial methodology. This enables us to provide efficient, transparent, and cost-effective solutions tailored to individual investment objectives and risk profiles.
Our bond solutions provide a stable and reliable foundation for any portfolio. With bonds denominated in Swiss francs and international government bonds, we focus on high-quality investment instruments that offer predictable returns, lower volatility, and a high degree of diversification. Thanks to a systematic and transparent approach, we create bond portfolios that suit both security-oriented investors and institutional investors.
Our mixed mandate solutions combine the strengths of our equity and bond funds in a targeted manner to create a balanced, diversified portfolio. By intelligently mixing different asset classes, we can both exploit return opportunities and systematically manage risks. In doing so, we focus on the individual goals and risk profiles of our clients. Flexible implementation allows us to dynamically adjust the allocation while paying attention to sustainability criteria. Our mixed mandates thus offer an efficient, transparent, and tailor-made solution for long-term investment success.
Nothing that appeals to you? Then we also offer tailor-made solutions, tailored to your needs. Our customized solutions are individually tailored to the goals, values, and risk profiles of our clients. Whether you want to take sustainability criteria, specific industry or country preferences, or specific factors into account, we design portfolios that are precisely tailored to your needs. In this way, we combine professional risk management, return optimization, and transparent implementation in a personalized and flexible investment solution.
Investment solutions for assets over CHF 500,000.
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+41 31 326 80 00
info@olz.ch
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A lasting relationship with our customers is worth more to us than mere success. Get in touch with us, we look forward to hearing from you. Or contact us directly: