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 & reconciled accounting information over multiple custodians. ONE PM was crowned last night ‘Best Innovative Fintech Solution’ and ‘Best Data Provider’ at the 7th WealthBriefing Swiss Awards. The glittering awards dinner was held at the Hotel President Wilson, Geneva.
The triumph of being shortlisted and even awarded in the categories ‘Data Provider’ and ‘Innovative Fintech Solution’ is yet another milestone in the Company’s drive to be recognized as one of the pre-eminent players in the competitive Wealth Management and Open Banking space.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019.
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 testament to the hard work that the team have put in over the last months and years. Everyone has really 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”.
ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of 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 a 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.”