Your Advantages

  • Proven investment concept based on the principles of diversification, optimization and cost minimization
  • Continuity in customer care
  • Cost advantages and transparency
    • – fair compensation regardless of the strategy chosen
    • – transfer of all retrocession (provisions) to the customer
    • – no duplication of charges
    • – no performance fee (and therefore no false incentives)
    • – simple withdrawal without OLZ charging a withdrawal fee possible
    • – no additional issuing commission for OLZ Fund
  • Informative reporting
    • – strategy comparison with specific reference objects (benchmarks)
    • – comprehensive information on performance achieved
    • – detailed overview of payments made (in, out, retrocession, etc.)
  •  Reliable and serious partner
    • – Switzerland: certified wealth manager.
    •                       Certified by the Swiss Financial Market Supervisory Authority (FINMA)
    • – Liechtenstein: certified wealth manager.
    •                         Certified by the Liechtenstein Financial Market Authority (FMA);
    •                         authorities notified in Germany, Italy and the UK
    • – Singapore: exempt financial advisor and exempt fund manager.
    •                     Permit issued by the Monetary Authority of Singapore (MAS)