Our Offer for Private Customers

Private clients have diverse and individual needs. At OLZ, we want to support you in your personal financial matters and provide you with expert guidance. As a Swiss financial boutique, we offer you specialized expertise and many years of experience in wealth management. Our advisory approach always remains the same: personal and understandable.

Your need: How do I invest my...

...disposable assets

Have you built up assets, inherited wealth, or recently retired? We would be happy to advise you on how to invest your money in line with your goals. Discover our asset management solutions.

...Vorsorgevermögen

Do you have assets in pillar 3a, vested benefits, or a 1e plan and would like to invest these retirement assets? Then discover our retirement solutions.

Our asset management solutions

Would you like to invest your available savings and delegate your day-to-day investment decisions? We would be happy to take on this task and work with you to find the portfolio that suits you best. At OLZ, you can choose between two types of asset management mandates:

Mixed mandates with fund components

Our mixed mandates are tailored to your needs, from your risk profile to your personal preferences. You invest primarily in our in-house funds, with a focus on broad diversification, risk optimization, and sustainability criteria.

Direct Mandates

With our individual stock mandates, you invest in selected stocks rather than investment funds. Stock selection follows a clear system: in addition to risk minimization and sustainability criteria, we utilize other systematic sources of return. The individual stock mandate can be supplemented with bond funds.

Our retirement solutions

Investment decisions are crucial not only for your disposable assets, but also for your retirement assets. We are happy to help you make the right decisions – with personalized advice and tailored solutions. Find out more about our retirement offerings. Discover our retirement calculator and get a feel for how your investment decisions will affect your retirement finances.

Pension plan

It is important to us that our clients understand what is happening with their assets.

Philipp Bregy – Head of Clients and Partner

Fund overview for private clients without an asset management mandate

Private clients can invest directly in the following investment funds even without an asset management mandate.

Fund overview for private clients

Are you convinced by our offering and would like independent advice? Choose OLZ as your asset manager.

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
info@olz.ch

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