Abeloo

Impacting change through wealth.

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.

Our Locations

Our Vision

Throughout history, the most successful wealth strategies have shared a common foundation. At Abeloo, we have distilled these timeless principles into Four Fundamental Pillars that drive everything we do.

Fundamental Pillars for Abeloo

Our approach to wealth management is built on these four key principles that guide our investment philosophy and client relationships.

Impact Investing

Human activity exerts a profound impact on our planet and environment. Given the challenges we are facing Abeloo’s ethos...

Performance

Based on academic research and practical experience, the performance of an investment portfolio is determined by the al...

Planning

Time horizon is the key element of risk, likewise the element of security. As a matter of fact, the longer the time hor...

Pricing

Two types of expenditures occur during the wealth management process. Firstly, the fiscal treatment of an investment an...

What we do

Abeloo collaborates with carbon credit leaders on global reforestation projects, offering zero-emission indexing and comprehensive wealth management with a partner-controlled, agile structure.

Our Goal

Abeloo is an independent, Swiss-regulated Geneva-based company owned by its founders, offering asset management, life insurance and pension consulting internationally.

News & Tips

Stay informed with our latest market insights, company news, and helpful financial tips from our social media channels.

Our Team

Our diverse team of experienced professionals is dedicated to providing exceptional wealth management services tailored to your needs.

At Your Service

We are proud to be adaptive to any situation. We at Abeloo believe that you are entitled to expert care no matter your situation. We are here to help you with any questions or concerns you may have. Feel free to browse our services and see how we can help you. We are here to help you with any questions or concerns you may have. It's as simple as checking our contact options below.

Early Career Professionals

Young professionals starting their career journey, looking to build a solid financial foundation while managing student debt and establishing credit.

Our customized plans help young professionals establish strong financial habits while protecting their future and maximizing tax benefits.

Family Formation

Couples starting families who need to balance childcare costs with long-term financial security and education planning.

Secure your family's future with comprehensive protection plans and strategic investments designed for growth and education funding.

Mid-Career Wealth Building

Established professionals looking to accelerate wealth accumulation and optimize their investment strategy during peak earning years.

Maximize your prime earning years with strategic investment approaches and comprehensive wealth management solutions.

Pre-Retirement Planning

Individuals within 5-10 years of retirement who need to consolidate assets, rebalance portfolios, and prepare for the transition to retirement income.

Prepare for a seamless transition to retirement with our comprehensive pre-retirement planning services to ensure financial security.