Why Invest efficiently with OLZ?

  • A proven investment concept based on the principles of diversification, optimization and cost minimization

  • A strong focus on customer care

  • Cost advantages and transparency
    – Fair compensation regardless of the strategy chosen
    – Transfer of all retrocession (provisions) to the customer
    – No duplication of charges
    – No performance fee (and therefore no false incentives)
    – Simple withdrawal without withdrawal fees
    – No additional issuing commission for OLZ Fund in OLZ mandates

  • Informative communication with the customer

    – Clear comparison of various strategies with specific benchmarks
    – Comprehensive, up-to-date information on performance
    – Detailed overview of payments made (in, out, retrocession, etc.)

  • International accreditations

    – Switzerland: Certified wealth manager
                          Certified by the Swiss Financial Market Supervisory Authority
                          (FINMA)

    – Liechtenstein: Certified wealth manager
                            Certified by the Liechtenstein Financial Market Authority (FMA)
                            Authorities notified in Germany, Italy, France and the UK

     – Singapore: Exempt financial advisor and exempt fund manager 
                         Permit issued by the Monetary Authority of Singapore (MAS)