Developing Your Key To The Future Of Asset Management
With a broad background in private banking, portfolio management systems, mathematics, user interface and database design, we know the needs of the financial industry and how to implement them. With a strong affinity to flexibility, usability and user experience we are building the most progressive platform for wealth and asset managers. This allows the latter to focus on their core business and not having to deal with IT-infrastructure, back office and paper work.
Finding solutions for the upcoming complex regulatory needs of the industry is our challenge. We believe that the technology will make the difference for those who last.
Theoretical Physics (MSc), ETH Zurich
COO & Gründer
Business Administration, UAS Northwestern Switzerland
CTO & Gründer
Mathematik (MSc), ETH Zurich
Business Development and Sales
Senior Frontend Developer, Computer Science (MSc), Escola Superior de Tecnologia de Viseu (PT)
Computer Science (MSc), ETH Zurich
Computer Science (PhD), ETH Zurich
Application & Business-Support
eidg. dipl. El. Tech., ETH Zurich
Frontent Developer, Computer Science (MSc), Escola Superior de Tecnologia de Viseu (PT)
Physics (MSc), ETH Zurich
Board of Directors
Company development is a central matter of this year. New Members of the Board of Directors (Florian Gutzwiller und Peter Schweighofer) and a new CEO (Christian Egli) joined ONE PM in order to strengthen leadership. With the onboarding of new clients, ONE PM continues its growth with the ambitious aim of doubling its client base over 2017. Development-wise ONE PM adds further features on the frontend and improves processes and structures in the backend processing and pushes itself to the next level of scalability. The industry is moving rapidly and we are shaping it!
Alongside with the development of further functionalities, such as the Billing & Query Modules, more clients are signing with ONE PM. The customer base consists of different types of independent asset managers (IAM) as well as single family offices (FO), both based in Switzerland and around the globe. Furthermore, pilot projects with considerable financial institutes, interested in pure connectivity services rather than full investment management platforms, are launched.
ONE PM launches its web-based application and becomes the first worldwide certified partner of SWIFT for portfolio management solutions. With the successful onboarding of first clients, ONE PM provides the basis for its growth. ONE PM hires essential experts and by the end of 2016, employs already 10 people.
As a spin-off of an independent wealth management company, incorporated by Tobias Widmer & Pascal Vaucher in 2012, ONE PM AG is founded by Andreas Ahlm, Tobias Widmer and Pascal Vaucher in order to serve the industry with a fully integrated platform. At the time the wealth management company already uses the core of ONE PMs software and has fully functional communication with more than 10 banks over SWIFT.