Investment Solutions Asset management for professionals

As an asset manager, we always seek appropriate solutions for the different needs of our professional and institutional clients, offering the greatest possible flexibility. In doing so, we rely on facts, verified data and scientific models. The focus is on long-term and sustainable investment.

A typical OLZ customer appreciates our transparency and professionalism. He is convinced that a diversified and risk-optimised portfolio is the right thing to do and does not think much of speculation.
OLZ Hong Kong Padraig Seif.

Padraig Seif – Responsible Officer

Our investment concepts are based on clear, scientific principles and the latest research. In this way, we create innovative investment solutions that are data-based, scientifically sound and sustainable.

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

since 2004
asset management for institutional clients in Switzerland
over 10 years
successful fund track record
Nr. 1
best equity Switzerland manager (investment trusts)
since 2017
integration of ESG criteria

Equities

As a professional and institutional investor, you are caught between a limited risk budget and pressure for returns. With our sustainable and risk-based investment strategy, we offer you a risk reduction with the same equity quota or a higher equity quota with the same risk. Sounds interesting? Learn more.

Bonds

What is the purpose of your bonds? Are you increasingly making compromises on debtor quality, maturities and tradability to try to achieve an "extra return" or avoid a negative return on expiration? The benefit of bonds goes in a different direction: we focus on first-class debtors and risk-based portfolio optimization.

Dynamic

We counter variable market risks with a dynamic asset allocation. As these are subject to large fluctuations, the risk budget is massively overshot or undershot at times with a static asset allocation. Dynamic asset allocation management leads to smaller deviations of the actual portfolio risks from the defined risk budget.

Mixed mandates

With OLZ mixed mandates, you have a higher return potential over the long term for a given risk budget compared to conventional index solutions. What sounds like unrealistic promises is nothing more than a more efficient use of the risk budget. See for yourself.

Tailor-made

Do you have your own specific requirements that differ from our fund solutions? Our database, technology and expertise are ready for your individual investment solution.

We are happy to advise you and answer your questions.

Investment solutions for assets over CHF 500,000. 
We will call you when it suits you best.

Or contact us directly:
+41 31 326 80 00
anlegen@olz.ch

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We will get back to you at the requested time and are looking forward to the conversation.

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:

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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

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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.

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Only professional investors
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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.

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