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. We believe in people and relationships being the driving force of change, which motivates the methodology behind our work, talent aquisition and performance. Sustainability requires a humanitarian approach which Abeloo is proud to foster

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. That is why we have innovated to create the best possible metrics to understand the complex nature of any portfolio. 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 also holds a range of unique internal tooling that innovated on traditional performance analysis.

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.