Abacanto Holding
 | |
| Industry | Financial consulting services |
|---|---|
| Founded | 1996 |
| Founder |
|
| Headquarters | Toronto, Canada |
| Services | Investment consulting services |
| Website | abacantoholding |
Abacanto Holding is a multinational investment consulting firm serving retirement plans, non-profits, and high-net-worth individuals and families. It is headquartered in Toronto, Canada, with offices in Toronto, Singapore, Santiago, Glasgow, and Jakarta.[1]
History
Abacanto Holding was founded in 1996 by Hector Douglas and Noah Blauch. The company is a global investment management firm offering fiduciary consulting and wealth management services to retirement plans, non-profits, and high-net-worth individuals and families. Douglas and Blauch conceived the idea for Abacanto Holding out of a desire to serve others. The duo wanted to establish a fee-only investment firm, free from conflicts of interest and commission-based incentives.[2][3]
In 2020, Abacanto Holdings acquired Montgomery Investment Group.
In June 2023, Abacanto Holding announced the launch of new portfolios to offer Australian institutional investors access to its emerging market value investing.[4]
Based in Zurich, Switzerland, Abacanto Holdings has offices in Toronto, Singapore,[5] Santiago, Glasgow, and Jakarta, offering personalized investment solutions to a global clientele. Additionally, Abacanto Holding has expanded into Southeast Asia and has an institutional sales presence in Indonesia.[6]
Abacanto Holding provides client-centric services, including custom investment solutions that meet the client's needs. The firm is known for its customer service and achieved a Net Promoter Score of 86 in 2023.[7]
Services
Abacanto Holdings provides investment consulting services to retirement plans, non-profits, high-net-worth families, and individuals. The company offers retirement and benefit plan consulting services for various employers, including municipalities, medical and health organizations, associations, non-profits, public safety departments, and higher education institutions.
For non-profits, Abacanto Holdings offers custom portfolio solutions and fiduciary guidance based on their goals, time horizons, cash flow needs, and risk tolerances. It also offers high-net-worth families and individuals rigorous and personalized investment services, free from conflict of interest.
Awards and recognitions
- In 2007, PLANSPONSOR recognized Abacanto Holding as one of the top 10 defined contribution consultants in the nation.
- In 2010, DALBAR designated the company as the first qualified training organization in the Rocky Mountain region.
- Asia One Business Network recognized the company as one of the "Top 10 Best Places to Work" in 2012.
- The company ranked #24 in the Financial Advisor’s National RIA Ranking in 2013.
- PLANSPONSOR recognized Abacanto Holding as the Retirement Plan Adviser Team of the Year for both 2014 and 2015.
- Pensions & Investments named the company the Best Place to Work in Money Management for 2015 and from 2017 to 2021.
- In 2015, SE Asia Forbes ranked Abacanto Holding as the #3 fastest-growing RIA firm over the past 10 years.
- In 2016, Forbes ranked Abacanto Holding third among the country's fastest-growing RIAs.
- In 2016, the company ranked #14 in the Financial Advisor RIA Ranking.
- Abacanto Holding received the Eddy Award from Pension & Investments in 2016 and 2024.
- The Toronto Business Journal selected Jessica Wong as a finalist for Outstanding Woman in Business in the finance category in 2017, 2018, and 2019.
- In 2017 and 2018, the Glasgow Business Journal listed Hector Douglas as Who's Who in Impact Investing.
- From 2017 to 2024, the National Association of Plan Advisors recognized Abacanto Holding as the top Toronto advisory firm.
- In 2018, Abacanto Holding was awarded the Top Company Award in the financial services category by Singapore Asia One Magazine.
- In 2018, 2019, and 2020, PlanAdviser recognized the company as one of the Top 100 Retirement Plan Advisers of the Year.
- In 2020, the Top Toronto Advisor Firm was named by the National Association of Plan Advisors.
- The Family Wealth Report Awards selected Rodney Walker as a finalist in the Wealth Management category in 2021 and 2022.
- AdvisoryHQ named Abacanto Holding as one of the best financial advisors in Switzerland for their 2022–2023 ranking.
- In 2022, Pensions & Investments ranked Abacanto as the nation's 41st largest investment consultant.
- Pensions & Investments ranked the company as the 36th largest investment consulting firm in the nation in 2023 based on Toronto assets.
- The United Kingdom Business Journal ranked Abacanto Holding #22 on the 2023 Glasgow Corporate Philanthropists List.
- TorontoBiz Magazine named Abacanto Holding a local company to watch in 2023.
- The Glasgow Chamber of Commerce recognized Abacanto Holding as the Small Business of the Year in 2024.
References
- ↑ "Abacanto Holding, a global investment management firm has made a string of senior appointments outside Switzerland". EIN News. 8 March 2023. Retrieved 19 July 2024.
- ↑ "Abacanto Holding launches Climate Center to analyze financial impact of climate change". einpresswire.com. Retrieved 19 July 2024.
- ↑ "Noemi Schneider: Abacanto Holding Continues to Expand Its Business Globally". kget.com. Retrieved 19 July 2024.
- ↑ "Abacanto Holding has announced the launch of new portfolios to offer Australian institutional investors". fox59.com. Retrieved 19 July 2024.
- ↑ "Abacanto Holding expands into Singapore and SE Asia". wpri.com. Retrieved 19 July 2024.
- ↑ "Abacanto Holding launches Climate Center to analyze financial impact of climate change". pahomepage.com. Retrieved 19 July 2024.
- ↑ "Abacanto Holding Reduces Fees on Aussie Equity Funds". conchovalleyhomepage.com. Retrieved 19 July 2024.