OLZ wealth management mandate: in the interests of the client
No conflicts of interest
We advise you without conflicts of interest. Since OLZ was established, all retrocessions (eg custodian bank reimbursements) have been disclosed and fully credited to the client. OLZ is paid exclusively by the client and independent of their investment strategy. These are prerequisites for wealth management free of false incentives.
Tailored investment strategy
OLZ draws up an investment proposal which is based on a personal risk profile analysis (with optional detailed financial planning). We place great value on comprehensive clarification of value fluctuation and loss risks. We only invest in assets which actually contribute to diversification. We do not speculate on the stock market and we avoid non-transparent investment products. You benefit from a sound, individual investment strategy, and can experience the development of your assets at a low level of stress.
Scientifically sound investment concept
Based on findings in financial market research, OLZ has developed a sound methodology for structuring equity and bonds portfolios. OLZ focuses on assets with low fluctuation risks and optimises their weighting. Systematic portfolio optimisation significantly reduces value fluctuation and loss risk. At the same time, the client benefits from above-average returns which are based on scientifically proven excess return from equities with low risk.
OLZ clients benefit from fair wealth management fees and attractive special terms with selected custodian banks. OLZ’s compensation in their funds is offset against the wealth management fee so that no double charging occurs. The implementation of portfolios is carried out partly with institutional funds, which are exempt from stamp duties. OLZ funds have no issuing commissions or redemption fees.