Reinforcement in the area of application and interface development

ONE PM AG continues to grow. The Zurich-based fintech has expanded its international team with the addition of two software developers, Brett Cawley and Stefan Teodoropol. The two IT specialists have recently enriched the development team with their expertise.

“We are very pleased to have Brett Cawley and Stefan Teodoropol join our team. With their many years of IT experience and enthusiasm for the financial sector, both are a very valuable addition to ONE PM,” CEO Fabio Giuri is convinced. The two software developers come from Ireland and Switzerland and bring their international work and life experience to the company. “The quality and speed as well as the further development of our software offerings are our top priority – with additional manpower, we will continue to drive the development of new functionalities, especially in the portfolio management system,” says Giuri.

Brett Cawley has over ten years of experience in .NET software development. He has achieved considerable success in national and international developer competitions. The software engineer also has a broad background and work experience in financial technology: he was able to acquire extensive knowledge by developing an accounting system that now manages over 5 billion dollars. He was able to acquire extensive knowledge by developing an accounting system that now manages over 5 billion dollars. Cawley also has extensive expertise in cryptocurrencies, which is an excellent addition to the company’s existing range of knowledge. “I look forward to contributing my knowledge to ONE PM in the future,” says Brett Cawley.

Stefan Teodoropol “Working in a start-up in this interesting environment will be incredibly exciting for me. The industry is changing rapidly and I am highly motivated to make my contribution to the further development of the company,” says Teodoropol. He has been able to gain valuable experience over the past few years: In addition to his computer science studies, Teodoropol worked for a Swiss insurance company in the area of investment applications (e.g. web applications, OpenAPI, REST APIs and much more). He will therefore play a key role in the further development of applications for asset managers, family offices, trustees and accountants and will also be heavily involved in the area of bank connections.

Brett Cawley

Software Developer

Stefan Teodoropol

Software Developer

ONE PM AG – the company portrait

ONE PM AG was founded in 2015 and today employs 16 people in Sihlcity Zurich. ONE PM offers a holistic cloud-based, API-driven financial service with comprehensive asset and portfolio management solutions, driven by an “Open API”. These provide consolidated and harmonised accounting information across any number of banks. ONE PM promotes open banking and enables data-driven, transparent and intuitive asset management. ONE PM offers elegant, scalable and cutting-edge solutions that connect wealth managers and financial service providers with clients’ bankable assets – delivered via a cloud-based SaaS: ONE Platform (PMS/CRM) and ONE Data (API).

ONE Platform (PMS/CRM)

Our state-of-the-art portfolio management tool. A highly flexible data model that also fulfils all regulatory requirements. The modular structure allows a customised design of the tool and thus maximum optimisation of all processes: Reports, monitoring of restrictions, reporting, rebalancing, orders and much more.

In addition to information obligations, our customers are subject to customer segmentation as well as appropriateness and suitability checks. In turn, they must guarantee their customers best execution. Customers have the right to document and disclose the information collected and can demand accountability for the services provided. To meet these challenges efficiently and effectively, we offer our ONE PM solution.

ONE Data (API, reconciliation and financial accounting exports)

Everyone talks about open banking, we act: Our best-in-class data processing software processes transactions at lightning speed, up to 98% automatically and to the highest quality. The REST-API controlled access to the booked financial transactions and positions (portfolios, positions, transactions) also makes it possible to transfer the data directly to our PMS or to any third-party front-end system of your choice (financial accounting, PMS, treasury, tax tool or others).

Press contact:

Fabio Giuri

ONE PM AG, Sihlcity Büttenweg 16, Building Tau 2nd floor
8045 Zurich
+41 44 542 34 81

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