OLZ - smart invest. Long-term and risk-based investment solutions. Risk optimisation and sustainability in harmony. Investment solutions with a system.

Devising a sound and risk-based investment strategy requires knowledge, experience, and precision. At OLZ, we have dedicated ourselves to this craft. And we do it in a data-based, scientifically sound manner that is transparent to our customers at all times.

Financial boutique OLZ (Hong Kong) Limited is an asset management company with highly specialized knowledge in sustainable and risk-based portfolio optimisation and a subsidiary of OLZ AG, one of the largest independent Swiss asset managers.

Investement Solutions

With analytics to returns. Our claim is to provide investment solutions that are scientifically sound and offer you long-term added value. Are you an institutional investor looking for more efficiency and less complexity in your investments?

Because sustainable customer loyalty is worth more to us than short-term success.

Long-term added value with optimized portfolios is in line with OLZ's core values. We consistently focus on the needs of our customers and society. We are convinced that asset management services of the future will require new solutions. These must be data-based, scientifically sound and sustainable. And that is precisely what sets us apart. Only those who understand their industry, love the associated craft and see it as their vocation will also be successful in the long term.

The systematics of long-term and risk-based asset management. Think Smart.

35
employees worldwide give their best for our customers every day
370
institutional and private customers place their trust in us
3
locations we may call our home
30
percent CO2 emissions we save at least with our diversified equity funds

Professionalism is a matter of course for us

In our dealings with each other, we rely on openness, honesty and transparency. We are not afraid of unconventional ideas and encourage a change of perspective. As with our investment concepts, we also focus on sustainability in our corporate culture.

We are convinced that we are doing the right thing. With us, having your own opinion counts. We trust each other.

Our Team in Hong Kong

OLZ Hong Kong Alex Liu

Alex Liu

Non Executive Director

Alex Liu is member of the board of directors of OLZ (Hong Kong) Limited. After receiving his Postgraduate Certificate in Laws from the University of Hong Kong, Alex joined the independent law firm Boase Cohen & Collins. He was admitted as a Solicitor in Hong Kong in 1993. In 2008, he completed the MBA programme run jointly by Kellogg School of Management, Northwestern University in Chicago and Hong Kong University of Science and Technology.

OLZ Hong Kong Padraig Seif

Padraig Seif

Responsible Officer

Padraig Seif is a responsible officer of OLZ (Hong Kong) Limited with an unrestricted type 4 and type 9 license issued by the SFC. Originally qualifying as a German attorney and English solicitor, he started his career in tax transactions, tax structuring and capital markets regulatory work with international law firms in Frankfurt am Main, Germany. After a short period as foreign registered lawyer in Singapore doing capital markets restructuring work, he subsequently went in-house and joined a private funds team. In 2013 he transitioned to Hong Kong and built a multi-billion HKD physical precious metals trading house with a client base throughout the APAC region.

Pius Zgraggen

CEO and Founding Partner

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 PTE LTD in Singapore and OLZ (HONG KONG) Limited. Pius studied at the Universities of Bern (Switzerland) and Rochester, New York (USA). He is a longstanding lecturer at AZEK/CFPI in the "Equity" module and a lecturer at the University of Liechtenstein in "Corporate Valuation". Since 2007 Visiting Professor at the PHW Bern in the subject "Value Management". He specializes in financial management and capital markets.

We always felt like a challenger in boxing. One must not be merely equally good, but always a little better.

Pius Zgraggen – Founding Partner and CEO

We are always happy to talk to you.

A lasting relationship with our customers is worth more to us than mere success. Get in touch with us, we look forward to hearing from you. Or contact us directly:

What is your country of residence?

Read terms of use

1. Declaration of acceptance by the user

This website contains important legal and proprietary information concerning OLZ (Hong Kong) Ltd. and OLZ AG and any of their affiliates (collectively known as "OLZ"). By utilizing the website www.olz.com.hk (or a page diverted to this web address; hereinafter referred to in toto as the "OLZ (Hong Kong) website") you confirm that you have read and understood and accept the following Conditions of Use including the Legal Conditions. If you do not accept these Conditions of Use please do not visit the OLZ (Hong Kong) website again.

2. Limited access
The OLZ (Hong Kong) website is not intended for legal and natural persons who, for reasons of nationality, business headquarters, place of residence or for any other reasons, are subject to a legal system which bans or restricts in particular

  • the publication of the contents,
  • access to the OLZ (Hong Kong) website,
  • the activities of a foreign financial services provider,
  • the admission of financial products (e.g. funds).

Moreover, it is not intended for use by legal or natural persons in countries where OLZ (Hong Kong) Ltd. or any companies associated with it do not have the required registration and authorization to operate.

Persons who are subject to any one or all of these restrictions may not access the OLZ (Hong Kong) website. This applies in particular to citizens of the USA, UK, Canada, Japan, China and Singapore, or persons resident in the afore-mentioned countries. Please find out about the corresponding legal restrictions in your country.

Only professional investors
The services of OLZ (Hong Kong) Ltd are available only to professional investors following Part 1 of Schedule 1 of the Securities and Futures Ordinance (SFO).

3. Initiation

You or any other person or entity you represent initiated the discussion, correspondence or other communications with OLZ or its agents, which resulted in your requesting access to OLZ (Hong Kong) website and the information regarding its funds, none of OLZ or its agents contacted you directly or indirectly at any time, with respect to the provision of investment advisory services or investment in an OLZ fund prior to such unsolicited initiation of discussions, correspondence or other communications.

4. Property rights
All elements on the OLZ website are protected as intangible property and are owned by OLZ (Hong Kong) Ltd or by third parties. The utilization of the OLZ (Hong Kong) website does not entail the transfer of any rights, in particular any rights relating to software, brand names or elements of the OLZ (Hong Kong) website. Copyright indications and brand names may not be changed or removed. Elements of the OLZ (Hong Kong) website may not be reproduced in their entirety or in part without reference to the full source. The contents of the OLZ (Hong Kong) website may not be reproduced or utilized for public or commercial purposes without the prior written agreement of OLZ (Hong Kong) Ltd.

5. Not a replacement for consulting
The information and opinions published on the OLZ (Hong Kong) website are of a general nature.They are neither intended nor suitable for replacing individual consulting by specialized staff who will take into account the actual circumstances prevailing in a given individual case. For this reason, they do not represent legal, fiscal, financial, economic or any other advice and not be utilized as an investment aid.Prior to making any investment or hiring any investment manager or advisor you should consult with a professional financial, legal and tax advisors to assist in due diligence as may be appropriate for determining the appropriateness of the risk associated with a particular investment. In no event shall OLZ be responsible or liable for the correctness of any such material or for any damage or lost opportunities resulting from use of the data presented on this Site and the documents contained herein

6. No offers
The information and opinions published on the OLZ (Hong Kong) website do not constitute publicity or recommendations and should not be construed as a demand, an offer or an invitation to submit an offer:

  • for acquiring or selling investment tools,
  • for carrying out any sort of transactions,
  • for completing any other kind of legal business.

The sole purpose of the OLZ (Hong Kong) website is to provide information.

7. Future performance (indication of risk)
The future performance of an investment tool cannot be deduced from past movements in the rate, in other words, the security may rise or fall. How the security has behaved in the past is therefore no guarantee for its future value. In the case of certain investment tools, the loss of the total capital invested is also possible in extreme cases. Moreover, fluctuations in exchange rates may also affect the investment.

8. No Guarantee
OLZ (Hong Kong) Ltd offers no guarantees (including liability towards third parties) nor assurance for

  • the actuality, precision, reliability or completeness of the contents of the OLZ (Hong Kong) website,
  • the results obtained utilizing the OLZ (Hong Kong) website,
  • the contents of third parties that are found on or accessible via the OLZ (Hong Kong) website.

Furthermore, OLZ (Hong Kong) Ltd shall not be held liable for and cannot guarantee that

  • the functions on the OLZ (Hong Kong) website work without fault and are available without interruption,
  • the OLZ (Hong Kong) website and other components utilized through access to the OLZ (Hong Kong) website are free of viruses, etc.

OLZ (Hong Kong) Ltd also offers no guarantee for

  • the increase or stability of the value of capital invested in investment tools,
  • the level of future dividends.

Neither OLZ or any of its affiliates and their respective shareholders, directors, officers and employees assume any liabilities in respect of any errors or omissions on this website, or any and all responsibility for any direct or consequential loss or damage of any kind resulting directly or indirectly from the use of this website.

9. Links
OLZ (Hong Kong) Ltd has not verified third parties' websites linked to the OLZ (Hong Kong) website and cannot be held liable for the actuality, precision, reliability, completeness or legality of the contents and offers on such websites. The user therefore accesses such web pages at his or her own risk.
Web links may only be included in websites outside an OLZ (Hong Kong) website with the prior agreement of OLZ (Hong Kong) Ltd.

10. Exclusion of liability
OLZ (Hong Kong) Ltd or any companies, partners, boards of directors, employees or representatives linked to it refuse all liability (including for negligence and towards third parties) for direct or indirect damage or consequential damage that may occur in direct or indirect connection with the utilization of the OLZ (Hong Kong) website.

11. Reservations
OLZ (Hong Kong) Ltd reserves the right to modify any information, opinions, performance or other data, links, etc. at any time without prior notice to users.
Moreover, Conditions of Use may also be changed and the use of the OLZ (Hong Kong) website may also be restricted or terminated without prior notice.

12. Place of jurisdiction
Insofar as a legal position arises between OLZ (Hong Kong) Ltd and the users of the OLZ (Hong Kong) website, this is subject to Hong Kong legislation. The sole place of jurisdiction shall be in Hong Kong.


LICENSING INFORMATION

OLZ (Hong Kong) Ltd. (CE Number: BOE730) holds a Type 4 license to Advise on Securities and a Type 9 license to perform Asset Management activities from the Securities & Futures Commission of Hong Kong. The license is restricted to provide services to professional investors only. For further details of OLZ (Hong Kong) Ltd. license please refer to the current list of licenses on the website of the SFC.

By clicking ‘Agree’ you confirm that your information is correct and that you agree to the terms of use and the legal notice.

🍪 We use cookies.

Your privacy is important to us

This website uses cookies and third-party targeting technologies to provide you with a better internet experience. Technically necessary cookies help make a website usable by enabling basic functions such as page navigation and access to secure areas of the website. The website cannot work properly without these cookies. Statistics cookies help us understand how you, as a visitor to our website, interact with it by collecting and reporting information anonymously. We also provide these cookies to third parties to help us perform these analyses (in particular Google Analytics). In order for us to use statistics cookies or similar technologies, we need your prior and explicit consent; you can revoke this consent at any time. You find further information in our privacy policy.