Why Baseline
Baseline draws on decades of experience in managing wealth for clients from all walks of life. Simply, we know how to guide clients through the ups and downs that manifest throughout life.
We are independently owned and have structured our business to put clients first. We have no products, which enables us to craft each clients’ portfolio using an open architecture of solutions.
We offer:
- Access to 3rd party and in-house solutions across public and private markets
- Custody of assets with top-tier bank(s) of your choice across multiple jurisdictions
- One advisor dedicated to you. Our concentrated client base enables top-tier client service. No more waiting for responses to emails and calls
- A transparent fee structure that prevents conflicts of interest. We are aligned with you
Our Purpose / History
Our history goes back to 2010. With offices in Geneva and Zurich, Baseline serves a global clientele with a core focus on Europe and the USA. We have cultivated a powerful network to drive performance, global impact and change.
Integrity
Integrity is everything at Baseline. “We say what we do, we do what we say” is a key mantra that drives every aspect of how we do business. Our mission is to act at all times with integrity and transparency.
This integrity is reflected in our decision to operate in an open architecture environment. This allows us to assess and select investments with only the client’s best interests in mind. The days of compromise are over.
Integrity is also paramount to the regulations to which we adhere. Baseline is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a Portfolio Manager. It is also supervised by the supervisory organization Organisme de Surveillance des Instituts Financiers (“OSIF”) in Switzerland, and by the Securities and Exchange Commission (SEC) in the US, as well as by the Canadian Securities Administrators (CSA/ACVM) – all of which require high standards of business integrity.
Our belief in the importance of regulatory oversight underpins our entire business.
Value Alignment
Responsible investing is at the core of what we do. At Baseline, we make a difference for our clients without compromising returns. We prioritise the client's needs, goals, and preferences and clearly communicate the potential risks associated with different investment options.
Our Team
Our Baseline team is dynamic in its composition and reflects our determination to respond to the needs of our many clients worldwide.
View The Team
Strategic Partners
Banking Partners
Our banking partners include:
UBS, Pictet, Lombard Odier, Julius Bär, J. Safra Sarasin, LGT, Vontobel, Bank Syz, ZKB Zuercher Kantonalbank, Citibank, Morgan Stanley and CMB Monaco.
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.
Contact Us
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.
