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DirectoryFinance & InsuranceExternal Asset ManagementGenevaAbeloo SA
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Verified· 3 sources

Abeloo SA

Summary

About the company

The core activity of Abeloo is independent wealth management and consulting for institutions, families and private individuals. This includes the creation of investment strategies, wealth planning, wealth management and the offer of specific investment products. In addition, Abeloo also provides services in the area of pension planning, including the management of pension funds and consulting on pension planning products.

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Products & services

Industry:External Asset Management
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Discretionary Mandates
Client accounts and discretionary mandates with portfolios built to match objectives, risk appetite and ethical preferences; assets held with leading banks and managed with transparent reporting.
Pension Management
Tailored pension advice and solution selection with Swiss and international pension providers to maximise long-term pension benefits and combine solutions across the pension landscape.
Corporate Investment Solutions & Occupational Pension Funds
Design and implementation of Pillar 2 pension schemes for Swiss and international SMEs, with transparent, cost-effective solutions and guidance on common pitfalls and inefficiencies.
Direct Investment Advice
Direct investment advice for larger mandates, including due diligence and bespoke reporting supported by proprietary models and technology.
Insurance Solutions
Life, legal, health and car insurance solutions tailored for individuals, families or businesses, working with leading insurers and a CICERO-registered firm perspective.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Hier entsteht die Karte
Rue François-Versonnex 7
1207 Geneva
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-453.434.557
Founded
2025 · 1 year
Last commercial register change
April 13, 2026
Employees
11 to 20

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