About Abeloo
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 goal
Abeloo has started from a blank sheet, leaving behind any unwanted legacy, to unite the best knowledge and expertise into an independent 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.
Abeloo is a public limited company wholly owned by its founders under Swiss regulations, based in Geneva.
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
The pillars
Impact investing is not a choice; it is a responsibility.
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.
Allocation and cost efficiency determine long-term results.
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. Abeloo's wealth management centres around the client's long-term needs, time horizon and risk propensity, with wealth solutions optimised for various financial jurisdictions.
Time horizon is the key element of risk — and of security.
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.
Transparent fees. No retrocessions. No conflicts of interest.
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 — avoiding any conflict of interest.
In action
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.
Abeloo supports companies and public organisations to improve their sustainability performance by offering a zero-emission carbon index. As a partner-controlled enterprise, Abeloo benefits from a quick and easy decision-making process.
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