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DirectoryFinance & InsuranceExternal Asset ManagementGenevaBaseline Wealth Management SA
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Baseline Wealth Management SA

Summary

About the company

Baseline Wealth Management SA is an independent wealth manager providing bespoke investment and private-office services to an international client base. The firm offers investment management across public and private markets (discretionary portfolio management, investment advisory, collective asset management), operates an open-architecture model, and is licensed by FINMA as a portfolio manager and registered with the U.S. SEC.

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Products & services

Industry:External Asset Management
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✓ Offered5
Wealth Management
Investment advice and discretionary portfolio management across public and private markets, with diversified solutions, ETFs, mutual funds and alternative investments.
Impact Investing
Tailor-made investment solutions focused on sustainability and impact, including private investment opportunities and investments with environmental and social themes.
Pension Fund and Retirement Management
Tailor-made pension plans for senior management and self-employed persons, solutions for the non-mandatory 2nd pillar component and vested benefits accounts, with tax optimisation and flexibility.
Wealth Planning
Analysis of the financial situation and goals, including wealth protection, moving, retirement, major expenses, risk profile, cash-flow and withdrawal planning.
Private Office Services
Cash management and Bill Pay, concierge services, financial planning as well as support for the next generation and coordination with tax and legal advisors.
Press

Media

January 13, 2026Media
Wealth manager Baseline acquired by US firm Creative Planning
agefi.com

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Location

Rue du Rhône 67
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-116.098.867
Founded
2010 · 16 years
Last commercial register change
January 14, 2026
Employees
11 to 20

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