Abacanto Holding

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.
==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.
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.
Based in Zurich, Switzerland, Abacanto Holdings has offices in Toronto, Singapore, 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.
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.
==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==
==External links==
* Official website
Category:Companies established in 1996
Category:Companies based in Zürich
Category:Financial services
Category:Investment management