Emphasis on Investors' Interests
OLZ is your professional asset and wealth manager (advice and wealth management) free from conflicting interests. Our "Invest efficiently" investment concept combines many years of practical experience in the field of wealth management with the basic principles of financial markets theory as well as empirical data from finance and behavioral science.
Transparency in all aspects is one of our priorities, so that you can reconstruct and understand 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.
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 retrocessions are declared and transferred to your account. In this way we assure that your interests and incentives match our own.
OLZ operates according to the standards for wealth management set out by the Swiss Financial Market Supervisory Authority (FINMA) as well as the operational regulations for wealth managers of collective capital investments set out by the Swiss Funds Association (SFA).
