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OLZ & Partners Family Office
OLZ & Partners Family Office was established in 2001 by finance academics from the University of Bern. Claudio Loderer and Pius Zgraggen shaped its initial...
OLZ & Partners Family Office
OLZ & Partners Family Office was established in 2001 by finance academics from the University of Bern. Claudio Loderer and Pius Zgraggen shaped its initial approach around quantitative methods drawn from their university work. The firm allocates across hedge funds, direct real estate and equity strategies. Positions include mixed-use projects in Asia and residential and commercial assets in Switzerland. It also runs the OLZ Equity World Optimized Fund and the OLZ Equity Switzerland Optimized Fund. Geographic reach covers Europe and Asia. Sustainability screening is integrated into all mandates. The firm maintains partnerships with HP Wealth Management in Singapore and Rochester-Bern Executive Programs. It holds memberships in Swiss Sustainable Finance, SwissFoundations, ASIP and the UN Principles for Responsible Investment. No headcount or additional offices are disclosed. The structure originates from an academic asset-management background rather than a single-family mandate. This produces a multi-client model focused on evidence-based allocation and institutional-grade reporting.
General information
Firm type
Multi Family Office
Year founded
2001
Location
Region
Europe
Country
Switzerland
City
Bern
Corporate office
Bern, Switzerland
Principals
Pius Zgraggen
Founder
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at OLZ & Partners Family Office?
Claudio Loderer and Pius Zgraggen, both University of Bern finance academics, founded the firm and continue to shape its quantitative approach.
How does OLZ & Partners Family Office source proprietary deal flow?
The firm draws on academic networks through its University of Bern origins and partnerships such as Rochester-Bern Executive Programs.
Is OLZ & Partners Family Office structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office serving multiple European families with consolidated portfolio oversight and direct investment access.
Does OLZ & Partners Family Office participate in fund commitments or only direct deals?
It combines fund commitments in hedge funds and equities with direct real estate investments in Switzerland and Asia.
Where does the underlying wealth come from?
The firm does not disclose specific family wealth origins and attributes its formation to its academic founders.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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