Baseline Wealth Management Ltd

Baseline Wealth Management Ltd, based in Geneva, Switzerland, specializes in providing tailored investment management services to a diverse international clientele, focusing on customized, conflict-free solutions across public and private markets. Founded in 2010, Baseline Wealth Management Ltd offers investment management services for affluent clients. The firm is headquartered in Geneva, Switzerland, and has engaged in one significant deal, most recently on January 8, 2026. The founder's specific background is not detailed, but the company operates independently without known parent or subsidiary entities.

Baseline Wealth Management Ltd offers comprehensive investment management services tailored to meet the diverse needs of an international clientele. The firm employs an open architecture model, allowing for customized solutions across both public and private markets, devoid of product conflicts. Their core services include impact investing, private office services, and bespoke investment management, addressing the financial needs of wealthy individuals, families, athletes, entertainers, and foundations. Released as part of their strategy to provide holistic financial solutions, these offerings aim to enhance client engagement by aligning investment strategies with personal visions and values.

Baseline's services extend across various geographical markets, including Europe, North America, and Asia, positioning the firm to serve a global clientele seeking independent and conflict-free wealth management. Baseline Wealth Management generates revenue primarily through advisory fees associated with its portfolio management services. The firm structures its transactions around a fee-based model, where clients pay for ongoing management and advisory services based on the assets under management. In this context, clients may enter into a partnership agreement, which outlines the terms of service and fee structures.

Specific pricing plans reflect the complexity and customization of services provided, with fees adjusted according to the unique needs and asset levels of individual clients. The firm’s adherence to regulatory standards ensures transparency in client transactions, reinforcing trust and long-term relationships with their diverse client base. In January 2026, Creative Planning, LLC, a portfolio company of TPG and General Atlantic, acquired Baseline Wealth Management Ltd. The acquisition is expected to enhance Creative Planning's offerings and capabilities while expanding its global reach.

Future growth plans may include the introduction of new products and services, although specific information on upcoming launches has not been disclosed. The acquisition is anticipated to facilitate expansion into new geographic markets, aligning with the overall strategy to broaden the client base beyond current regions.