Wealth Management - Private clients

Professional wealth management and consulting for private investors

OLZ manages private clients’ assets according to the same principles as those for institutional investors. Thanks to risk-based portfolio optimisation and efficient implementation, more stability (less value fluctuations/losses) and more long-term returns are achieved.

If required, OLZ can conduct an in-depth analysis and assessment your personal and financial situation with regard to detailed financial planning.

In addition, OLZ offers independent advice on asset structuring and financing questions. External specialists are consulted for specific issues on taxation, pension plans and real estate.