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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementGenevaBaseline Wealth Management SA
Baseline Wealth Management SA Logo
Verified· 3 sourcesTrust Score
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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4.1/5

Baseline Wealth Management SA

✓ 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.
Trust & reputation

ranQ Trust Score of Baseline Wealth Management SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 58% · As of October 2026

Without public customer reviews the score stays capped.

Baseline Wealth Management SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Baseline Wealth Management SA scores 90.9 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
Baseline Wealth Management SA scores 86.7 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).86.722%
Baseline Wealth Management SA scores 10.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.20.04%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.0.04%
Qualifications+0.00

Baseline Wealth Management SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 58%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.85.03%
    • Full methodology

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