Developing your key to the future of Asset Management

With a wealth of experience in private banking, portfolio management systems, mathematics, user interface and database design, we both know the needs of the financial industry and how to realise them. With an emphasis on flexibility, usability and user experience we are working to build the most technologically advanced solutions for systems integration and consolidation and the most progressive platform for wealth and asset managers. This allows our customers to stay focussed on their core business and relieves them from having to deal with IT-infrastructure, reconciliation, back office and paper work issues.

We have set ourselves the challenge to find solutions for the complex regulatory needs of the industry in the era of «Open Banking for Securities». We firmly believe that technology will be the key factor in determining who survives and prospers.

Team

Christian Egli

Christian Egli

CEO
Theoretical Physics (MSc), ETH Zurich

Tobias Widmer

Tobias Widmer

COO & Founder
Business Administration, UAS Northwestern Switzerland

Andreas Ahlm

Andreas Ahlm

CTO & Founder
Mathematics (MSc), ETH Zurich


Asad Raheem

Asad Raheem

Senior Developer
Computer Science (PhD), ETH Zurich

Faheem Ullah

Faheem Ullah

Chief Solution Architect & Security Officer
Computer Science (PhD), ETH Zurich

Guido von Burg

Guido von Burg

Intern for concept development & application testing

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Jacqueline Bugnon

Reconciliation, Junior Application & Business Support
Banking Specialist EFZ, WKS Bern


Marco Martins

Marco Martins

Senior Frontend Developer
Computer Science (MSc), Escola Superior de Tecnologia de Viseu (PT)

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Mark Salter

Senior Developer & Business Analyst
Planning Systems for Small Firms (MSc Phil.), Sheffield Hallam University (UK)

Maurice Golay

Maurice Golay

Message Processing, Reconciliation,
Application & Business Support
Lucerne University of Applied Sciences and Arts (HSLU)

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Philipp Jäckle

Sales


Roger Ahlm

Roger Ahlm

DB Developer
eidg. dipl. El. Tech., ETH Zurich

Sandro Schmidlin

Sandro Schmidlin

Business Development and Sales

Sergio Santos

Sergio Santos

Frontend Developer
Computer Science (MSc), Escola Superior de Tecnologia de Viseu (PT)

Xoana Janner

Xoana Janner

Marketing & Communication
German studies (MA), University of Berne


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Eno the Dog

Security Staff

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You?

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You?

Board of Directors


Peter Schweighofer

Peter Schweighofer

Chairman of the Board &
CEO Cieffe International AG

Tobias Widmer

Tobias Widmer

Founder and COO

Andreas Ahlm

Andreas Ahlm

Founder and CTO

Giulio Rosamilia

Giulio Rosamilia

First Advisory Group


Our Story


2019

To complement their «ONE PM Go!» and «ONE wealth» products, ONE PM launches its data-only «ONE API» service, initiating a strategic partnership with the CSL Corporate Services Ltd., part of the First Advisory Group in Liechtenstein. After the previous year’s achievement of the SWIFT certification and this year’s re-verification, ONE PM is also awarded the label of «swiss made software + hosted in switzerland» and is selected for the program «Microsoft for Startups». Recruitment of personnel continues in both software development and Operations and Marketing. ONE PM campaigns energetically in support of «Open Banking for Securities» initiatives. The field of Asset Management is in constant flux and ONE PM is at the forefront!

2018

ONE PM undergoes a reorganisation and a new CEO (Christian Egli) joins ONE PM. The company keeps the pace with the integration of new customers, aiming to double income year on year. ONE PM adds further features to the frontend, improves processes and structures in the backend processing and pushes itself to the next level of scalability. The successful conclusion of a comprehensive audit by SWIFT and Deloitte proves both the robustness of ONE PM’s technical infrastructure and the quality of its governance processes.

2017

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.

2016

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.

2015

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.




Find Us
ONE PM AG
Seestrasse 78
8703 Erlenbach
Phone: +41 44 542 34 80
Email: info@one-pm.com
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Memberships

swiss made software and hosted in Switzerland certificate

Certificate of SFS membership, Swiss Finance Startups

Microsoft for Startups logo