The WealthBriefing Swiss Awards recognises organisations, teams and individuals in the global private banking, wealth management and trusted advisor communities which have outstanding solutions, and rewards them for their achievement, performance and innovation. During the recent award ceremony, the audience witnessed the awarding of the winners of the 7th edition of the award. Among the winners is ONE PM, which won two accolades in the categories ‘Best Innovative Fintech Solution’ and ‘Best Data Provider’.
ONE PM offers cloud-based, API-driven holistic Financial Services, which include comprehensive Asset- and Portfolio Management Solutions as well as an open API, delivering consolidated and reconciled accounting information over multiple custodians. With an emphasis on flexibility, usability and user experience, the ONE PM team built a technologically advanced solution for systems integration and consolidation as well as the most progressive platform for wealth and asset managers. The solution allows customers to stay focused on their core business and relieves them from having to deal with IT-infrastructure, reconciliation, back-office and paperwork issues.
Commenting on the firm’s triumph, Christian Egli, CEO, ONE PM said: "We are delighted to have been voted the winner of this prestigious award by so many of the industry’s great and good. It is a great honour to be recognised in these awards, and a testament to the hard work that the team have put in over the last months and years. Everyone has pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a leading provider of wealth management and open banking services in Switzerland and Europe”.
According to Stephen Harris, CEO of ClearView Financial Media and Publisher of WealthBriefing: "The awards were judged based on the entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.”