Prof. Dr. Claudio Loderer
Founding partner, member of the Board
Full professor of Financial Management at the University of Bern and Director of the Rochester-Bern Executive MBA Program.
Various articles in renowned international financial publications. Prof. Loderer's research and professional areas include valuations, corporate finance, corporate governance, incentive systems and compensation plans, risk management and capital markets. Author of the standard reference work "Handbuch der Bewertung" (A Handbook of Valuation).
Regular mandates for valuation and consultancy work for companies, public bodies and private individuals.
Married, one daughter and one son. ^
Pius Zgraggen
Founding partner, member of the Executive Committee, CEO
With OLZ since 2001 as a founding partner and Chief Executive Officer.
Chairman of the Board of the subsidiaries OLZ Wealth Management AG in Schaan and OLZ Wealth Management PTE LTD in Singapore. Member of the Board of Jeeves OLZ Family Office AG in Schaan.
Graduate in economics from the Universities of Bern and Rochester (New York, USA). Specialized in financial management and capital markets. Since 1998 lecturer at the AZEK (Swiss Training Centre for Investment Professionals) in Bern in equity analysis and valuation, as well at the PHW (Private Economics University) in Bern in value management since 2007.
Practical experience at the UBS in areas including global derivatives risk management and risk management consulting, as well as many years as a research and teaching assistant at the Institute for Financial Management at the University of Bern. Author of various articles and co-author of the standard reference work "Handbuch der Bewertung" (A Handbook of Valuation). Asset management since 1993, valuation and consultancy work since 1996.
Married, one son and one daughter. ^
Carmine Orlacchio
Founding partner, member of the Executive Committee
Head of Wealth Management
With OLZ since 2001 as a founding partner and Head of Wealth Management.
Member of the Board of the subsidiary OLZ Wealth Management AG in Schaan.
Graduate in economics from the Universities of Naples (Italy) and Rochester (New York, USA). Swiss federal diploma in financial analysis and asset management (Certified International Investment Analyst, CIIA). Specializations: asset allocation and asset management strategies.
Research assistant at the Institute for Financial Management of the University of Bern. Practical experience with the IBI Private Bank in Zurich, with a final position as Head of Asset Management.
Married, two daughters and one son. ^
Philipp Bregy
Partner since 2008, Wealth Management
Swiss federal diploma in financial analysis and asset management (Certified International Investment Analyst, CIIA). New York Institute of Finance, Executive and Advanced Executive Program at the Swiss Finance Institute and SKU (Advanced Management Program) diploma.
Specialized in wealth management and portfolio management. Member of the Board of the subsidiary OLZ Wealth Management AG in Schaan and of the Jeeves OLZ Family Office AG in Schaan.
Practical experience at the UBS in wealth management (domestic and international) and portfolio management (private customers and institutions) in the Valais and Geneva as well as New York. Head of customer investments at the UBS in Bern and finally as Managing Director responsible for managing and expanding the UBS's financial intermediary and legal services in the Central Lowlands of Switzerland.
Married, one daughter and one son. ^
Sandro Steiner
Partner since 2010, Wealth Management
Professional Bachelor of business studies & administration from KV Zurich Business School. UBS Financial Consultant Diploma in wealth planning followed by various UBS internal management trainings.
18 years of practical experience in Wealth Management at UBS. Made all his way up from trainee, Client Advisor in Switzerland and Desk Head in the Bahamas to Executive Director in Singapore, where he was Head of Segment Management Asia Pacific & Market Sales Manager for South East Asia.
Joined OLZ in 2010 as Partner and Managing Director Asia Pacific. He is on the board of directors of OLZ Wealth Management PTE LTD in Singapore.
Married, father of one daughter. ^
Michael Frei
Partner, Wealth Management
Graduate in economics form the University of St. Gallen (HSG). CFA charter-holder. Specialized in financial and capital markets.
Practical experience with the Boston Consulting Group as a company consultant in the industrial and financial sector, and with Complementa as an investment expert for pension funds (strategy, implementation, controlling) and head of the shares section (manager selection).
Joined OLZ in 2007 as the director of OLZ Wealth Management AG in Schaan.
Married, one son and one daughter. ^
