Abeloo is an independent investment company active in the field of asset management, life insurance and pension consulting with a strong advisory force, which offers a distinct perspective to serve our clients.
Human activity exerts a profound impact on our planet and environment. Given the challenges we are facing Abeloo’s ethos centres around an investment approach beyond generating positive and measurable impacts. The urgency of the situation calls for us to make profound decisions when it comes to our investments. Impact investing is not a choice; it’s a responsibility.
Based on academic research and practical experience, the performance of an investment portfolio is determined by the allocation of the underlying assets and the cost efficiency of the overall structure. The selection of investments alongside investment discipline influences a portfolio's long-term results. Abeloo’s wealth management centres around the client’s long-term needs, time horizon and risk propensity. Abeloo offers a range of wealth solutions optimized for various financial jurisdictions.
Time horizon is the key element of risk, likewise the element of security. As a matter of fact, the longer the time horizon, the less impact a financial market shock or crisis will have on the long-term results of an investment. Successful wealth management relies on carefully aligning the need for cash commitments with the overall long-term investment approach
Two types of expenditures occur during the wealth management process. Firstly, the fiscal treatment of an investment and wealth management solution and secondly, the cost related to the management of the wealth and the underlying investments. Costs must always be considered in relation to the benefits of the investment and the wealth solutions. Abeloo manages most assets directly, has a very transparent fee structure, and does not receive any sort of retrocession from other companies to avoid any conflict of interest.
Abeloo collaborates with carbon credit leaders on global reforestation projects, offering zero-emission indexing and comprehensive wealth management with a partner-controlled, agile structure.
Abeloo is an independent, Swiss-regulated Geneva-based company owned by its founders, offering asset management, life insurance and pension consulting internationally.
Our diverse team of experienced professionals is dedicated to providing exceptional wealth management services tailored to your needs.
CEO / Chairman
Paul spent 25 years in private banking and family office management. Having had the opportunity to work for, and with, several of Europe's largest family offices in senior roles at Merrill Lynch, UBS Ultra and hedge funds. With his extensive knowledge and expertise he strives for company growth and service.
COO / Director
Experienced executive and certified financial advisor, Matthieu de Wolff combines strategic expertise, team leadership, and operational excellence. With over 30 years in wealth management, complex financing, and financial planning, he has led teams and managed portfolios at top-tier banks. He excels in designing bespoke solutions for retirement planning, real estate financing, and holistic asset management. He is known for his integrity, empathy, and ability to build lasting client trust. Actively involved in local politics, he embodies strong values of responsibility and commitment.
CIO
With many years of experience Yves has developed proprietary ESG analytical tools for sustainable investing. His expertise in financial modeling and his overall ethical approach to investing creates true impact which we are proud to offer to our customers.
Portfolio Manager
Alfonso has over 25 years of experience in the asset management industry. He is Co-manager of the ESG fund and portfolios, of all asset classes, for Abeloo's private clients. His main responsibilities are underlying asset selection and sustainable finance investments.
Portfolio Manager
Elena has broad experience in private banking and wealth management, advising Swiss and international clients across all of risk profiles. She has held senior roles at UBS and Edmond de Rothschild, working closely with high-net-worth individuals and families. Elena’s passion for client relationships, investment expertise, and commitment to delivering tailored solutions drive her dedication to excellence in wealth management.
Business Analysist
Herman has a rigorous educational background with a MSc in Industrial Engineering and Management with a masters in Quantitative Finance from Linköping's University in Sweden. He aims to assist his co-workers at Abeloo to create mutual success.
This site uses cookies to enhance your experience.