A Fresh Approach To Money Management
As your professional asset and wealth manager, our main goal at OLZ is to strip away the conflicting interests that can often hamper wealth management advisors and their clients. Our "Invest efficiently" concept combines many years of practical experience in the field of wealth management with the basic principles of financial market theory. Combined with empirical data from finance and behavioural science, we can guide you towards sound, reasoned investments.
In the demanding field of wealth management, we believe that it is essential to retain transparency and openness. We want you to easily be able to follow what we do and why we do it. Apart from various other advantages, we place great value on a long-term relationship with our customers and continuity in our collaboration.
Honest Remuneration
OLZ is paid for the services it provides solely by you as the customer – on the basis of an appropriate fee that is independent of the investment strategy you choose.
Naturally, all retrocession is declared and transferred to your account. This eliminates a major false incentive to act not in the interest of the client.
You will know how we are paid – and this, we believe, is one of OLZ’s main strengths.
Investment Concept
One of our guiding principles at OLZ is that we will always inform you of potential risks of investments, rather than simply focussing on the rewards. This dual focus on risk and cost of investment means that returns will always be optimised.
And we will always provide you with a clear, complete and objective picture of your portfolio.
Our Principles of Investing Efficiently
We feel it is essential to give you a clear and honest picture of your portfolio.
OLZ's concept for investing efficiently is based on the principles of diversification, optimization and cost minimization. Put simply, our investment strategies are designed to create an efficiently diversified portfolio.
The "Invest efficiently" concept is carefully limited to types of investments that reward risks taken whilst fulfilling the customer's needs. For reasons of transparency and cost, we categorically do not consider any exotic or unclear types of investments such as structured products and hedge funds.
Another major feature of our investment strategy is “portability”. Our Clients are not trapped in an investment strategy based on “exotic” asset classes, investment strategy or on securities all of which may be difficult to liquidate. At any time our Client will be always be in a position to liquidate the portfolio or to move the asset management mandate to another manager.
Investment in individual areas is made using only transparent, solvent and reasonably priced financial investment vehicles. This means you may, at any time, immediately withdraw from the investment strategy without incurring high additional costs.
What is...
Diversification
This involves applying a range of investments strategically, which reduces risk and generates fair market returns.
Optimization
A ratio of individual investments to the total volume of investment which assures that the portfolio shows, overall, an optimal risk-return ratio (i.e. that in the long term an adequate return is achieved based on risk taken).
Costs Minimization
Expenses can significantly reduce your return on an investment; for this reason it is important to minimize costs wherever possible.
