Independent Asset Managers
OLZ offers independent wealth managers different forms of collaboration or methods for finding a successor. We will be happy to provide you with more information on this matter in a personal meeting.
External partners
OLZ can put you in contact with external partners such as lawyers and trustee companies, pension plan advisers and other third party experts to suit your specific requirements. These collaborations are as flexible as you need them to be. We will gladly discuss further details with you in person.
Partner banks with special agreements (in alphabetical order)
- Bank Frey
- CREDIT SUISSE
- LGT
- Lucerne Cantonal Bank (LUKB)
- Neue Bank
- UBS
- Valiant Bank AG, Private Banking
- Verwaltungs- und Privat-Bank AG (VP Bank)
With booking capabilities in Switzerland, Liechtenstein, Singapore and Hong Kong.
