Category: News

Combined Forces – Strategic Partnership between CSL Corporate Services Ltd. and ONE PM AG

Cooperation between CSL and ONE PM AG

We are very pleased to communicate our cooperation with CSL Corporate Services Ltd. (www.csl.li) – another milestone in the development history of ONE PM AG.

Having already published our collaboration with well-known asset managers (e.g. INVESTAS AG), we are very pleased to now have CSL as our first major customer in the field of service providers. CSL will use the services of ONE PM especially in the areas of bank interface management, consolidation as well as reconciliation and refinement of financial data in their solutions, whereby CSL can strongly increase its digitization and automation.

The cooperation, however, goes far beyond a normal customer relationship: through this cooperation, synergies in back-office processes can be exploited and ONE PM customers can simultaneously benefit from selected services from the CSL solution portfolio, such as the possibility of electronic bank statement archiving solutions.

Both companies look forward to increasing operational process efficiency and strengthening their complementary product portfolios through this partnership.

«We have chosen ONE PM AG because we want to offer a powerful software solution that not only allows for increased scalability and a flexible data model, but also meets our highest security requirements.»

Giulio Rosamilia (Strategic Projects & Business Development @First Advisory Group)

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“Meet & Meat with ONE PM” – 19th of June @Erlenbach, ZH

On Wednesday 19 June 2019, ONE PM invites you to an early summer event “Meet & Meat with ONE PM”. Insights into current directions and new functionalities in the application will be presented in a compact form and relaxed atmosphere. In addition, the event will enable interaction between interested parties, active customers and employees of ONE PM.

16:30 Arrival & Welcome Apéro
16:50 Opening (Christian Egli / ONE PM AG)
17:00 Cyber Security – Financial Data in the Private Cloud (Thomas Singer / Sitrox AG)
17:25 Compliance – FIDLEG & co. on the horizon (Nicolas Ramelet / Mercury Compliance AG)
17:50 ONE PM application demonstration (Tobias Widmer & Andreas Ahlm / ONE PM AG)
18:15 Questions & Answers
18:30 Buffet with beer, sausages & bread

«Asset managers face some demanding challenges such as new regulations and digitization. Take the opportunity to learn more about the benefits of a modern portfolio management solution, gain insights into aspects of private cloud security and compliance requirements, and exchange ideas and network with other asset managers – all in one event.»

Christian Egli, CEO ONE PM

Date: Wednesday, 19th of June 2019, 16:30
Location: Schärer Areal / ONE PM, Seestrasse 78, 8703 Erlenbach
Participants: The event is open to all interested parties and customers of ONE PM
Admission: Free
Registration: by 9th of June at info@one-pm.com

Flyer «Meet & Meat with ONE PM» on the 19th June @Erlenbach

Product launch of “ONE PM go!” – and a first customer

ONE PM has launched a new product, designed and tailored in functionalities and pricing for smaller to mid-sized Independent Asset Managers (IAM) in Switzerland. Client responses are very positive so far and with the successful onboarding of the first client within less than two weeks, ONE PM has proved that the setup process is as lean as the product itself.

ONE PM go! – less is more

“ONE PM go!” includes the following key features at a fixed rate:

  • Ready-to-use portfolio management – Fully predefined and ready to use portfolio management environment at most competitive rates for up to 3 users.
  • Full CRM functionality – All features an IAM needs around the core of its business: servicing clients professionally.
  • Full asset consolidation & reconciliation service – up to 3 banks and 50 automated portfolios & 100 money accounts can be integrated.

If needed, additional users, banks and portfolios can be added at some extra costs. Alike the all-in-one asset management platform “ONE wealth”, “ONE PM go!” includes full IT infrastructure & secure segregated data hosting, two factor authentication and is backed by 24/7 monitoring service.

Curious About “ONE PM go!”? Click HERE

After announcing new members of the Board of Directors, ONE PM further strengthens its management with a new CEO

Following the Annual General Meeting, ONE PM welcomed Florian Gutzwiller and Peter Schweighofer as new members of the Board of Directors. We are pleased to announce a further strengthening of the ONE PM management team – as Christian Egli joins us in the capacity of Chief Executive Officer.

As of September 2018, Christian Egli has taken over the role of ONE PM’s CEO. Tobias Widmer who was the former CEO, has taken on the role of Chief Operating Officer. Further, Pascal Vaucher has withdrawn from operations of ONE PM and will focus his energies on his role as Chairman of the Board of Directors.

«I’m really looking forward to the challenges at ONE PM. The product is based on a rock-solid, scalable core and has tremendous potential. Now it’s time to pack it smart and convince the world of its usefulness. A diamond that requires skillful smoothing…»

Christian Egli

We are delighted to welcome Christian Egli to our team. He has extensive experience in strategy development and change management. Under the leadership of Christian Egli, ONE PM will further sharpen its vision of the future and pursue its goals in a focused and structured manner. Chritian’s agenda also includes the development and expansion of existing corporate structures.

Press Release [in German only]

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Florian Gutzwiller and Peter Schweighofer join as Board of Directors at ONE PM AG

The new composition of the board of directors was determined at the annual general assembly on 7th of June in Zurich. The board also welcomed Andreas Ahlm – who is the third founding member of ONE PM, as he joined the board of directors. Florian Gutzwiller and Peter Schweighofer, further strengthen the board with their years of experience and knowledge. Both Florian and Peter are well-known, highly experienced, successful, and well-networked personalities within the start-up and fintech community. In addition to their valuable experience and network they bring in a clear vision of the future into the company.

«ONE PM is a highly focused – zero bullshit- Fintech start-up. I got to know ONE PM as a customer of Open Systems AG and I am proud to contribute my experience in XaaS, scalability and corporate culture to ONE PM.»

Florian Gutzwiller

«I look forward to a successful cooperation with ONE PM, and my sentiments are expressed perfectly through a quote from Henry Ford when he says: ’Coming together is a beginning; keeping together is progress; working together is success’»

Peter Schweighofer

In addition, Pascal Vaucher will withdraw from the operations of One PM AG. The position of Chairman of the Board of Directors will be transferred from Tobias Widmer to Pascal Vaucher – who takes on as the new chairman of the board.
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INVESTAS AG moves into the future with ONE PM AG

Cooperation between INVESTAS and ONE PM AG

We are pleased to announce that ONE PM’s customer base has increased with the addition of the renowned INVESTAS AG (investas.vfischer.ch) – one of the larger asset managers based out of Switzerland. INVESTAS AG has decided to work together with ONE PM AG, after successful completion of the onboarding process.

“There is currently hardly a better provider than ONE PM in terms of implementation competence and simplicity and clarity of structure. ”

Marco Fumasoli, CIO at v.FISCHER INVESTAS AG.

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One PM AG and its Network Security Partner – Open Systems AG – fulfil the new EU data protection law (GDPR) effective as of May 25, 2018

Under the GDPR (General Data Protection Regulation), a company is required to enter into certain contractual clauses if it delegates the processing of personal data to another party (i.e. the processor). This applies if either the company (i.e. the controller) or the processor is subject to the GDPR.

Depending on how the law is interpreted, companies alike Open Systems can be considered a processor of its customers in certain limited situations. Even though the existing setup of One PM with Open Systems already contains provisions that guarantee highest level of security, one may find these clauses not sufficient for certain formal requirements of the GDPR.

For that reason, Open Systems and One PM are upgrading their contractual relationship with data protection terms, in view of the new requirements of the GDPR.

More:
Blog Open Systems
GDPR Portal

New trend in the area of asset management tools

Are the business models in Asset Management changing?
Are future Asset Management Services going to be supplied by independent platform providers instead of Swiss Banks?
These are some of the key questions that Florian Lütolf puts forward in his master thesis of Advanced Studies in Bank Management at HSLU Lucerne University of Applied Sciences and Arts.

The ever increasingly regulatory requirements on external Asset Managers are impacting their business models around the globe in the financial industry.
Financial constraints on Asset Managers makes the need for efficient tool-based assistance vital to reduce costs.
This support can be provided not only by Banks, but also by cost-effective independent Portfolio/Wealth Management software providers like One PM AG.

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One PM AG is the first company to embed Alliance Lite2 in PMS

One PM is the first SWIFT Alliance Lite2 for Business Applications partner that addresses the asset management customer segment.

The SWIFT Community Cloud offering continues to attract a growing and diverse range of customers, both direct and through third party business application providers. Zurich-based One PM, a cloud-based portfolio management platform for asset managers, is the first SWIFT Alliance Lite2 for Business Applications partner offering a portfolio management system that addresses the asset management customer segment.

“Offering our application as a cloud-based service is an integral part of our strategy”, CEO Tobias Widmer explains. “As the industry faces many regulatory challenges and rising costs, a cloud-based solution allows the asset manager to reduce costs, simplify IT infrastructure and focus on the core of its business.”

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First asset manager to sign L2BA partnership contract

One of the panelists in the morning Auditorium session is Tobias Widmer, CEO of Zurich-based ONE PM, which is the first L2BA partner to specifically address the asset management customer segment. With live clients, the firm’s portfolio management system has Alliance Lite2 embedded in the application. […] “Offering our application as a cloud-based service is an integral part of our strategy,” Widmer explains. “As the industry faces many regulatory challenges and, with that, rising costs, a cloud-based solution gives the option to source services. This allows the asset manager to potentially reduce costs, simplify IT infrastructure and focus on the core of its business.”
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Seestrasse 78
8703 Erlenbach
Phone: +41 44 542 34 80
Email: info@one-pm.com
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