Independent Swiss Wealth Management · Geneva
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.
46.2044° N — 6.1432° E
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Swiss Alps — 46.55° N, 8.56° E
Fig. 01
01 — The firm
Abeloo has started from a blank sheet, leaving behind any unwanted legacy, to unite the best knowledge and expertise into an independent offering. Independence is not a feature of our offering — it is the offering.
We rely on decades of experience in the most prestigious institutions to assist individuals, entrepreneurs and institutional clients in asset management, individual and professional pension — both in Switzerland and internationally — as well as in wealth planning.
02 — Approach
The Four Fundamental Pillars
Impact
Impact investing is not a choice; it is a responsibility.
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Performance
Allocation and cost efficiency determine long-term results.
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Planning
Time horizon is the key element of risk — and of security.
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Pricing
Transparent fees. No retrocessions. No conflicts of interest.
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Throughout history, the most successful wealth strategies have shared a common foundation. We have distilled these timeless principles into four fundamental pillars that drive everything we do.
30+
Years of senior experience in leading institutions
4
Fundamental pillars guiding every mandate
6
Core services, from expat consultation to family offices
2018
Year of blank-sheet modernisation in Geneva
03 — At your service
Wherever you are in life
We are proud to be adaptive to any situation. Six core services, one independent standard of care.
Swiss Expat Consultation
01 / 6Global professionals managing complex cross-border financial situations who need portable, flexible financial solutions that work across jurisdictions.
Swiss Pension Consultation
02 / 6Individuals within 5–10 years of retirement who need to consolidate assets, rebalance portfolios, and prepare for the transition to retirement income — including mandatory and extra-mandatory Swiss pension schemes.
Asset Management
03 / 6Established professionals looking to accelerate wealth accumulation and optimise their investment strategy during peak earning years.
Family Offices
04 / 6High-net-worth families seeking to preserve and transfer wealth across generations while minimising tax implications and ensuring family legacy.
Environment-Focused Investment
05 / 6Investors who want measurable impact alongside performance, backing sustainable portfolios and a zero-emission approach to capital.
Swiss-Based Investment
06 / 6Retirees and Swiss-based clients seeking to maintain their lifestyle, manage healthcare costs, and create a legacy while ensuring their assets last — with the stability of an independent, Swiss-regulated partner.
All services →04 — Impact
Wealth that leaves the planet better than it found it
To maximise positive environmental impact, we work closely with international industry leaders in carbon credits and reforestation projects to create value and preserve natural capital, with ongoing projects in Brazil, Colombia and the DRC.
Ongoing projects — Brazil · Colombia · DRC
05 — Pension Fund
The next 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.
Discover our pension fund06 — The people
Decades of experience — one trusted system.
Regulated & recognised
A public limited company wholly owned by its founders under Swiss regulations, working alongside recognised industry bodies and partners.
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·07 — Visit us
From Geneva, for Switzerland and beyond
Abeloo is a public limited company wholly owned by its founders under Swiss regulations, based in Geneva. We serve local and international clients — entrepreneurs, families and institutions.
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