Wealth Management Personal Wealth Management with system

We offer long-term, risk-based and scientifically sound investment concepts. These are transparent and comprehensible for our customers. In doing so, we are free from conflicts of interest and always aim to offer sustainable added value.


It is important to us that our clients understand what is happening with their assets.
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Philipp Bregy – Head of Clients and Partner

With our sustainable and risk-based investment strategy, we consistently focus on the needs of our customers and always seek the optimal solution for them. By means of data, technologies and digitalization, we transform our own expertise and thus enable the further development of our products and services. In this way, we create transparency and knowledge for our customers.

With our work we change the market.

With our consistent portfolio optimization and cost-conscious implementation, you will achieve your investment goals much more efficiently. However, if the focus of your investment strategy is pure speculation or short-term returns, we are not the right partner for you.

since 2001
Satisfied Swiss private customers
in 2019
ZWEI Wealth Top Performer award
up to 50 %
lower costs than usual in the market
since 2007
regulated by FINMA

Wealth Management Private Clients

As wealth managers, it is our job to put together a portfolio tailored to you so that you achieve your goals over the long term. With our OLZ investment calculator, you can try out for yourself what this portfolio might look like. Try out our investment calculator now.

Pension Provision Solutions

Pillar 3a is an essential component of individual retirement planning. We offer you different solutions that are risk-optimized and sustainable. With our OLZ pension calculator, you can try out different scenarios, before and after retirement. Try out our pension calculator now.

Because sustainable customer loyalty is worth more to us than short-term success.

Think Smart - You are convinced of our offer and would like independent advice? Choose OLZ as your asset manager.

Get in touch with us. We will be happy to get in touch with you.

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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

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

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:

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