OLZ & Partners Asset and Liability Management AG (OLZ for short) was founded in 2001 as a spin-off from the University of Bern. The name OLZ was chosen because of the names of the founding partners: Orlacchio - Loderer - Zgraggen.

The idea of setting up OLZ came from a desire to develop products and services in the fields of wealth management and corporate finance that would not be subject to conflicting interests between the service provider and the customer. Moreover, the founders of OLZ wanted their products and services to be in line with the latest scientific knowledge and to be affordable.

Milestones in the history of OLZ

2009
Launch of the first joint investment fund under Swiss law with PostFinance:

  • PostFinance/OLZ Efficient World® Equity (CHF) in cooperation with UBS 

2008
Launch of the first two Luxembourg investment funds (SICAV, UCITS III):

  • OLZ Efficient World® Equity (CHF unhedged) - replaces OLZ PanFinancial
  • OLZ Efficient World® Equity (EUR unhedged)

both in cooperation with CREDIT SUISSE.

2007
Further branches are set up:

  • OLZ Wealth Management AG, Schaan, Principality of Liechtenstein
  • OLZ Wealth Management PTE LTD, Singapore
  • Jeeves OLZ Family Office AG, Schaan, (JOFO, together with the Jeeves Group, Schaan)

OLZ obtains the following official recognition:

  • granted official status as an asset manager of collective investments through the Swiss Financial Market Supervisory Authority (FINMA);
  • granted official status as wealth managers through the Liechtenstein Financial Market Authority (FMA); authorities notified in Italy, the UK and Germany;
  • granted official status as "exempt financial advisor" and "exempt fund manager" by the Monetary Authority of Singapore (MAS).

Launch of the first institutional bond fund under Swiss law:

  • OLZ Efficient World® Bond (CHF) in cooperation with CREDIT SUISSE

The value of assets under management exceeds CHF 500 million.

2006
Launch of the first institutional equity fund under Swiss law:

  • OLZ Efficient World® Equity (CHF) ex Switzerland in cooperation with UBS.

2005
The first subsidiary is set up:

  • OLZ Wealth Management, St. Vincent and the Grenadines.

The value of assets under management exceeds CHF 250 million.

2002
Launch of the first OLZ investment fund:

  • OLZ private placement equity fund (OLZ PanFinancial Diversification) in cooperation with UBS.  

2001
OLZ & Partners Asset and Liability Management AG is founded with its head office in Murten, Switzerland.