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.
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 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.
Responsible investing is at the core of what we do. At Baseline, we make a difference for our clients without compromising returns. Environmental, social and governance (ESG) considerations can help decide where best to invest.
Our Baseline team is dynamic in its composition and reflects our determination to respond to the needs of our many clients worldwide.
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.