Legal information

according to Art. 8 Para. 1 lit. a-c FIDLEG and Art. 6 Para. 1-3 FIDLEV

Contact details

Marktgasse 24
CH-3011 Bern
Phone: +41 31 326 80 00

Activity and offer

OLZ primarily offers mandated asset management services (which can be supplemented by the additional service of "execution only" service). Using OLZ funds as building blocks, i.e. generally using proprietary OLZ financial instruments, an efficiently diversified portfolio of equities and bonds is implemented.

Regulatory Body

Eidgenössische Finanzmarktaufsicht FINMA
Laupenstrasse 27
CH-3003 Bern


OLZ AG is licensed by FINMA as a manager of collective assets.

Ombudsman’s Office

In the event of a dispute that cannot be resolved directly, OLZ customers may request mediation from the ombudsman's office. OLZ AG is affiliated with the following ombudsman's office:

Finanzombudsstelle Schweiz (FINOS)
Talstrasse 20
CH-8001 Zürich

Risks associated with financial instruments

Familiarize yourself with "Risks Involved in Trading Financial Instruments" with the following brochure from Swissbanking.

View legal information in PDF format.

We are always happy to talk to you.

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: