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Onebiz Solutions Sàrl · Montreux / Vaud Riviera | 021 888 31 11 | info@onebiz.ch
About us

Experience at the service of your projects

A cross-disciplinary, independent and solution-oriented approach.

Welcome to Onebiz Solutions

Welcome, and let’s build your next successes together

For 40 years I have supported individuals and businesses in services, real estate, insurance and pensions. My career rests on one conviction: good advice starts with a complete view of your situation.

As a holder of the AFA diploma and a registered insurance intermediary, I have built up expertise in insurance and pension advice, for both private and business needs. Specialised in real estate financing, I also help you analyse your financial capacity, prepare your file and find suitable solutions.

My training in risk management and applied artificial intelligence complements this experience. It allows me to combine rigorous analysis, risk anticipation and the possibilities offered by new digital tools.

Through Onebiz Solutions Sàrl, I therefore offer you 360-degree advice, independent and tailored, linking insurance, pensions, real estate, financing, organisation and innovation. My goal: to help you make informed decisions, with a trusted partner at your side.

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Portrait of Patrick Uldry, founder and CEO of Onebiz Solutions Sàrl
Patrick UldryFounder & CEO · Onebiz Solutions Sàrl
Our philosophy

Understand. Anticipate. Act.

We look at your situation as a whole before suggesting pragmatic courses of action.

  • Insurance, pension and risk advice
  • Real estate financing and financial planning
  • Taxation and wealth issues
  • SME management and development
  • Digitalisation, innovation and AI

A comprehensive approach, based on experience, listening and confidentiality.

Our commitments

Trust is built, expertise is demonstrated

Three principles guide our support, from the first conversation to the completion of your project.