Abeloo

Abeloo is an independent 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.
We rely on decades of experience in the most prestigious institutions to assist individuals but also entrepreneurs and institutional clients in asset management, individual and professional pension – both in  Switzerland and internationally, as well as in wealth planning.
Abeloo has started from a blank sheet leaving behind any unwanted legacy to unite the best knowledge and expertise to build an independent offering through a range of unique wealth management solutions and investment products.
Abeloo is a public limited company wholly owned by its founders under Swiss regulations based in Geneva.

Our Vision

The history of wealth management teaches us that wealth preservation and wealth growth are fundamentally driven by Four Fundamental Pillars.

The systematic implementation of these Four Fundamental Pillars is consistent in all our offered wealth management solutions, products and services throughout the entire stage of the investments, as well as in our internal processes.

The Four Fundamental Pillars of Wealth Management:

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.

What we do

To maximise the positive environmental impact, we are working closely with international industry leaders in carbon credits and reforestation projects to create value and preserve natural capital. We have ongoing projects in Brazil, Colombia and DRC.

Abeloo supports companies and public organisations to improve their sustainability performance by offering a zero-emission carbon index.

We provide independent advice on investment strategy and financial planning as well as investment and wealth management solutions for institutions, families and individuals. As a partner-controlled enterprise, Abeloo benefits from a quick and easy decision-making process.

At Abeloo, we offer a long-term objective perspective on investment by assessing the structuring and taxation of assets to preserve and develop our clients’ wealth. We provide a full range of wealth management services to local and international clients , entrepreneurs, self-employed people, Swiss and international pension institutions as well as life insurers.

At a time when short-term thinking is prevalent, our long-term perspective and investment philosophy based on our investment philosophy set us apart. We believe that preservation-first is the right approach to managing wealth.

Abeloo devotes itself entirely and exclusively to offering investments with a positive impact on the environment, society and the governance of companies and governments – Abeloo was founded to provide investments which are fully compliant with the COP21 rules to help our clients’ capital contribute to a better world without compromising performance while avoiding illiquid or overly complex investment solutions. We truly believe our customers must understand how their money is invested.

At Your Service

  • Savings Plan
  • Protection
  • Savings Plan
  • Family Protection
  • Lumpsum Investment
  • Single Premium Investment & Life Insurance
  • 3a/3b Savings plan
  • Vested Benefit
  • Bancassurance
  • Discretionary Mandate
  • Wealth Consolidation & (Re)Allocation
  • Savings Plan
  • Lumpsum Investment
  • Single Premium Investment & Life Insurance
  • 3a/3b Savings plan
  • Vested Benefit
  • Bancassurance
  • Discretionary Mandate
  • Savings Plan
  • Lumpsum Investment
  • Single Premium Investment & Life Insurance
  • 3a/3b Savings plan
  • Vested Benefit
  • Bancassurance
  • Discretionary Mandate
  • Wealth Consolidation & (Re)Allocation
  • Mandatory Pension Scheme
  • Extra Mandatory Pension Scheme
  • Fundraising
  • To organize the company’s & employees pension scheme
  • To delegate the asset management of the company’s reserves
  • Savings Plan
  • Mandatory Pension Scheme
  • Extra mandatory Pension Scheme
  • 3a/3b regular premiums
  • Lumpsum Investment
  • Single Premium Investment & Life Insurance
  • Vested Benefit
  • Bancassurance
  • Discretionary Mandate
  • Bancassurance
  • 3a/3b Regular Savings
  • Mandatory Pension Scheme
  • Extra mandatory Pension Scheme
  • Single Premium Investment & Life Insurance
  • Discretionary Mandate
  • Wealth Consolidation & (Re)Allocation
  • Vested Benefit
  • 3a/3b Regular savings
  • International Pension
  • Mandatory Pension Scheme
  • Extra mandatory Pension Scheme

Abeloo 2+

The New Generation of Swiss Occupational Pension Funds.

We are very proud to make this Pension Fund available to all Swiss Micro-, Small- and Mid-Size Companies looking for a long-term stable & valuable pension solution for their company and their employees! Also accessible to self-employed & start-ups. Ask our experts for more details, as it’s the best time to rethink your occupational pension fund.

The Abeloo 2030 Carbon Fund

Using innovative predictive ESG analysis for the financial sector.

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