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OLZ & Partners

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Switzerland

Founded in

2001 (24 Years)

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Security Information

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    What are the differences in regulations for each

    License

    A Grade License

    Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

    B Grade License

    Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

    C Grade License

    Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

    D Grade License

    From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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    Get to know OLZ & Partners

    The OLZ & Partners Asset and Liability Management AG was founded in 2001 by a professor and two assistants of the University of Bern. OLZ stands for the names of the three founders: Carmine O rlacchio, Prof. dr. Claudio L orer and Pius Z are grunting. The goal of the OLZ investment philosophy is "Efficient investment " . The cornerstones are asset management without conflicts of interest, a scientifically sound investment concept as well as transparent and fair costs. OLZ manages assets of institutional investors and private clients. OLZ is run by participating partners, ensuring stability and continuity. The team is present at the locations Berne (headquarters) and Zurich. Since 2007, OLZ has been authorized by the Swiss Financial Market Supervisory Authority FINMA as asset manager of collective investment schemes. Subsidiaries are OLZ Wealth Management AG in Liechtenstein and OLZ Wealth Management PTE LTD in Singapore. OLZ maintains an open and innovative corporate culture. The OLZ team and the research network contribute with their know-how and their creativity to the further development of the investment solutions. OLZ always tries to create added value for its customers through innovations and findings from financial market research.

    Industry

    • Financial Other ServicePRIMARY
    • Financial Wealth Management

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