Asset Management Asset management for professionals

As an asset manager, we always seek appropriate solutions for the different needs of our professional and institutional clients, offering the greatest possible flexibility. In doing so, we rely on facts, verified data and scientific models. The focus is on long-term and sustainable investment.

The typical OLZ customer is one who does not want to speculate.
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Michael Frei – Partner and member of the executive board

Our investment concepts are based on clear, scientific principles and the latest research. In this way, we create innovative investment solutions that are data-based, scientifically sound and sustainable.

The systematics of long-term and risk-based asset management.

since 2004
asset management for institutional clients
over 10 years
successful fund track record
Nr. 1
best equity Switzerland manager (investment trusts)
since 2017
integration of ESG criteria

Equities

As a professional and institutional investor, you are caught between a limited risk budget and pressure for returns. With our sustainable and risk-based investment strategy, we offer you a risk reduction with the same equity quota or a higher equity quota with the same risk. Sounds interesting? Learn more.

Bonds

What is the purpose of your bonds? Are you increasingly making compromises on debtor quality, maturities and tradability to try to achieve an "extra return" or avoid a negative return on expiration? The benefit of bonds goes in a different direction: we focus on first-class debtors and risk-based portfolio optimization.

Mixed mandates

With OLZ mixed mandates, you have a higher return potential over the long term for a given risk budget compared to conventional index solutions. What sounds like unrealistic promises is nothing more than a more efficient use of the risk budget. See for yourself.

Tailor-made

Do you have your own specific requirements that differ from our fund solutions? Our database, technology and expertise are ready for your individual investment solution.

With our knowledge and many years of experience, we set benchmarks.

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

Contact us for more information. 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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