Abeloo

At your service

Expert care, whatever your situation

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.

01
Swiss Expat Consultation

Swiss Expat Consultation

Global professionals managing complex cross-border financial situations who need portable, flexible financial solutions that work across jurisdictions.

Navigate the complexities of cross-border finances with internationally portable solutions designed for global mobility and compliance.

  • Vested Benefit
  • Bancassurance
  • Savings Plan
  • Discretionary Mandate
02
Swiss Pension Consultation

Swiss Pension Consultation

Individuals 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.

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

  • Wealth Consolidation & (Re)Allocation
  • Single Premium Investment & Life Insurance
  • Mandatory Pension Scheme
  • Extra Mandatory Pension Scheme
03
Asset Management

Asset Management

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

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

  • Discretionary Mandate
  • Lumpsum Investment
  • Bancassurance
  • Single Premium Investment & Life Insurance
04
Family Offices

Family Offices

High-net-worth families seeking to preserve and transfer wealth across generations while minimising tax implications and ensuring family legacy.

Preserve your family legacy through sophisticated wealth transfer strategies designed for multi-generational prosperity and harmony.

  • Wealth Consolidation & (Re)Allocation
  • Discretionary Mandate
  • Family Protection
  • Lumpsum Investment
05
Environment-Focused Investment

Environment-Focused Investment

Investors who want measurable impact alongside performance, backing sustainable portfolios and a zero-emission approach to capital.

Put your capital to work for the planet with proprietary ESG analysis, sustainable mandates and a zero-emission carbon index.

  • Discretionary Mandate
  • ESG Fund
  • Zero-Emission Index
  • Lumpsum Investment
06
Swiss-Based Investment

Swiss-Based Investment

Retirees 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.

Enjoy your retirement years with confidence through personalised income strategies and legacy planning to protect what you've built.

  • Discretionary Mandate
  • Single Premium Investment & Life Insurance
  • Wealth Consolidation & (Re)Allocation
  • Bancassurance

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.