Company
How we think and who we are!
Values
About us
We are a Swiss software company. Over 40 software developers, business analysts, and financial experts work in both Altishofen (LU) and Zurich. Here professional, highly specialized teams develop innovative solutions around the proven Allocare AMS asset management software.
Emerging from our spin-off in 2001, the ownership structure of the majority of shares has changed several times since then. After a management buyout in January 2017, we are proud management holds 100% of the capital.
Our customer portfolio consists of over 50 customers, most of whom have been with us for many years, in various segments in Switzerland and abroad.
Our principles
We aim to remain one of the leading suppliers of asset and wealth management software in Switzerland. Continuous and innovative development of our product is therefore crucial. We intend to increase our market share in neighboring countries and build on our Swiss qualitiy approach to optimally meet the constantly growing regulatory requirements in the financial industry.
We want to be a consistent, reliable business partner for our customers. The focus is on close cooperation, even in difficult times and critical project situations.
Teams
Teams
Management
Peter Staub
lic. oec. HSG
CEO
peter.staub@allocare.com
Jakob Kamm
Ingenieur ETH
Head Professional Services
jakob.kamm@allocare.com
Horst-Dieter Mast
Dipl. Informatiker
Head Development
horst-dieter.mast@allocare.com
Doris Meier
CEFA, Dipl. Finanzanalytikerin & Vermögensverwalterin
Head Business Development
doris.meier@allocare.com
René Wey
Dipl. Techniker HF Informatik
Head Support & IT Services
rene.wey@allocare.com
Jörg Luhne
Dipl. Bankwirtschafter HF
Leiter Product Management
joerg.luhne@allocare.com
Sales / Presales
Interested in our product? The sales staff will present our standard software to you and show you optimal, efficient solution processes for using it to map your specific requirements.
David Popp
CFA
Sales / Presales
T +41 62 748 65 63
david.popp@allocare.com
Peter Staub
lic. oec. HSG
CEO
T +41 62 748 65 65 (Zentrale)
peter.staub@allocare.com
Support
Questions on daily use of the software? The members of the support team will help you –
quickly, competently, and easily.
René Wey
Head Support & IT Services
Pio Reuter
Customer Support & Quality Assurance
Christoph Steiner
Customer Support
Stefan Schönenberger
Customer Support
Professional Services
Consulting, software introduction, other needs? This team is on site for you and helps our customers with implementations, individual adaptations, and further development projects.
Business Development
The requirements in the financial industry are changing faster and faster. Our employees in Business Development follow these trends and support the corresponding further development of our standard software products.
Development
The Development department is our flagship. More than half of our employees take care of the innovative further development of our solutions. This includes business analysts, SQL database specialists, application developers, report designers, and interface professionals.
Business Operations
Our employees in Business Operations are responsible for all administrative concerns. However, they will also answer your calls or welcome you at our reception.
Veysel Köse
Business Operations & Finance
Heidi Ludin
Finance & Human Resources
IT Services
Our employees in the IT Services department are responsible for all technical concerns.
René Wey
Head Support & IT Services
Nathanael Gogniat
IT Services
Urs Kaufmann
IT Services Manager
Board of Directors
René Charrière
Herrliberg
Chairman
rene.charriere@allocare.com
Peter Staub
Dagmersellen
Delegate
peter.staub@allocare.com
Jakob Kamm
Altishofen
Mitglied
jakob.kamm@allocare.com
Patrick Schellenberg
Uetikon am See
Mitglied
info@allocare.com