Founding Partner, Member of the Board, Member of the Executive Committee, CEO
Pius Zgraggen has been a Founding Partner of OLZ and Chief Executive Officer since 2001. He is Chairman of the Board of the subsidiaries OLZ Wealth Management AG in Schaan and OLZ Wealth Management PTE LTD in Singapore. Since 2008 he has served as a Special Ambassador of the Canton of Uri.
Pius began working in the Swiss Banking Sector in 1989 and gained many years of experience in a host of banking areas including Global Derivatives Risk Measurement & Methodology, Asset Management, Security Trade and Collateral Management. Between 1995 and 2000 he worked as a research and teaching assistant at the Institute for Financial Management at the University of Bern. Pius has published various articles in the field of financial management, products and markets and is a co-author of the standard reference work "Handbuch der Bewertung" (A Handbook of Valuation).
He has been a lecturer at the AZEK (Swiss Training Centre for Investment Professionals) in Zürich in Equity Analysis and Valuation since 1998, as well as at the PHW (Private Economics University) in Bern in Value Management since 2007 and Firm Valuation at the University of Liechtenstein since 2011.
Pius studied at the Universities of Bern (Switzerland) and Rochester, New York (USA) and graduated magna cum laude with a Master Degree in Economics and Business Administration (lic.rer.pol). He completed PHD courses in finance from CFPI Centre pour la Formation des Professionnels de l'Investissement, ICMB International Center for Monetary and Banking Studies at the University of Geneva and Institute for Financial Management at the University of Bern.
Pius and his wife have one son and one daughter.
Founding partner, Member of the Board, member of the Executive Committee
Carmine was a founding partner of OLZ in 2001, spearheading the Wealth Management department. He is also a member of the Board of the subsidiary OLZ Wealth Management AG in Schaan.
He studied Economics both at the University of Naples (Italy) and Rochester (New York, USA). He also holds a Swiss federal diploma in financial analysis and asset management (Certified International Investment Analyst, CIIA). His fields of expertise are asset allocation and asset management strategies.
Carmine worked as a Research assistant at the Institute for Financial Management of the University of Bern. He worked for many years at the IBI Private Bank in Zurich, eventually becoming Head of Asset Management.
He and his wife have two daughters and one son.
Partner since 2008
Philipp graduated with a Swiss federal diploma in financial analysis and asset management (Certified International Investment Analyst, CIIA). At the Swiss Finance Institute, he participated in the Executive and Advanced Executive Program, and graduated from SKU (Advanced Management Program).
He specializes in wealth management and portfolio management. He is a member of the Board of the subsidiary OLZ Wealth Management AG in Schaan.
At UBS, he worked in the Wealth Management Department (domestic and international), and in the Valais, Geneva and New York he undertook portfolio management for private customers and institutions. He was the head of customer investments at the UBS in Bern before being promoted to Managing Director, where he was responsible for managing and expanding UBS' financial intermediary and legal services in the Central Lowlands of Switzerland.
Philipp is married, with one daughter and one son.
Partner since 2010
A graduate in Economics from the University of St. Gallen (HSG) and Chartered Financial Analyst (CFA), Michael specialized in financial and capital markets.
He joined the Boston Consulting Group as a company consultant in the industrial and financial sector, before moving on to Complementa as an investment expert for pension funds and head of the shares section.
Michael is the director of OLZ Wealth Management AG in Schaan.
He is married, with one son and two daughters.