We Look Forward To Speaking With You
We look forward to speaking with you and your family about your vision, values and plans for the future. Together, we will make that vision an enduring reality.
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Speaking To One Of Us
If you are interested in speaking to one of us to learn more about our services and to discuss the possibility of opening an account with us, please fill out the questionnaire below.
We will get in touch with you within 24 hours to discuss the requirements and explain the procedure to open an account with one of our partner banks.
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Compliance
Baseline Wealth Management Ltd is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as Portfolio Manager and is monitored by the supervisory organization Organisme de Surveillance des Instituts Financiers (OSIF). Public information is available at: https://www.finma.ch/en/authorisation/portfolio-managers-and-trustees/
Baseline Wealth Management Ltd has been registered with the US Securities and Exchange Commission (SEC) as an Investment Adviser since January 2011. Public information is available at: https://adviserinfo.sec.gov/firm/summary/155526
Baseline Wealth Management Ltd avails on the International Adviser
Exemption in the following Provinces of Canada:
- Ontario
- Québec
Public information is available at: www.securities-administrators.ca
Auditor: BDO SA (Switzerland) - under state supervision by the Federal Audit Oversight Authority (FAOA).
Baseline Wealth Management Ltd
Rue Du Rhône 67,
1207 Geneva,
Switzerland
Lindenstrasse 22,
8008 Zürich,
Switzerland
Baseline Wealth Management LTD is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as Portfolio Manager and is monitored by the supervisory organization Organisme de Surveillance des Instituts Financiers (OSIF).
Baseline Wealth Management LTD has been registered with the US Securities and Exchange Commission (SEC) as an Investment Adviser since January 2011.
