Independent Asset Managers

OLZ offers independent wealth managers a choice of forms of collaboration or methods for finding a successor. We shall be happy to provide more information in a personal interview.

External partners

OLZ offers external partners such as lawyers and trustee companies, retired (investment) advisers, etc. flexible and tailor-made collaboration models. We shall be pleased to 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
• Vermögens- und Privatbank (VP Bank)

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