Milestones
2012
Top placings of OLZ funds in the NZZ fund-ranking:
- OLZ Efficient World® Bond Government Long Term (CHF)
Winner in the category "Bond Others CHF-hedged" - PRISMA SPI® Efficient
Winner in the category "Investment Foundations Equity Switzerland" - OLZ Aktien Schweiz Optimiert
Second place in the category "Investment Funds Equity Switzerland"
2011
Received the maximum Morningstar rating of five stars for the OLZ Efficient World® Equity.
Launch of a money market and bond fund under Swiss law:
- OLZ Money Market CHF in cooperation with UBS
- OLZ Efficient World® Bond Government Mid Term (CHF) in cooperation with CREDIT SUISSE
The existing OLZ Efficient World® Bond Fund was renamed as OLZ Efficient World® Bond Government Long Term (CHF) in order to avoid any mistakes with the new "Mid Term" Fund.
2010
Opened a new office in Berne (new Headquarters from January 2011 on)
Launch of the Swiss equity fund under Swiss law:
- OLZ AKTIEN SCHWEIZ OPTIMIERT in cooperation with CREDIT SUISSE
Registration of the two Luxembourg investment funds (SICAV, UCITS III) in Singapore
Received the maximum Morningstar rating of five stars for the OLZ Efficient World® Bond (CHF)
The value of assets under management exceeds CHF 1 billion.
2009
Launch of the joint investment fund under Swiss law with PostFinance:
- PostFinance/OLZ Efficient World® Equity (CHF) in cooperation with UBS
2008
Launch of the two Luxembourg investment funds (SICAV, UCITS III):
- OLZ Efficient World® Equity (CHF unhedged) - replaces OLZ PanFinancial
- OLZ Efficient World® Equity (EUR hedged)
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
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, France and Germany;
- Granted official status as "exempt financial advisor" and "exempt fund manager" by the Monetary Authority of Singapore (MAS).
Launch of the 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 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 OLZ investment fund based on the OLZ Efficient World® strategy:
- 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.
