Swiss Wealth Management and Modern Financial Planning
Bringing decades of experience in investment management and bespoke financial services, Baseline Wealth Management, Ltd. — a Swiss-based Creative Planning company — provides integrated financial planning and wealth management solutions for international families seeking the security and stability of Swiss investment management.
What We Do:
Investment Management
Private Office Services
Impact Investing
Who We Serve:
High-Net-Worth Individuals and Families
Athletes and Entertainers
Foundations and Endowments
Meet With an International Financial Advisor
If you have more than 1,000,000 CHF (~$1,250,000 USD) in investable assets, we’d like to talk! Schedule a free, no-obligation consultation with a member of our team.
By the
Numbers
~$700B
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.*
625+
CFP® Professionals
90
Countries Served
Serving Families and Individuals Around the Globe
Through the acquisition of Baseline, Creative Planning now offers a Swiss wealth management solution that combines our trademark focus on financial planning with bespoke portfolio management in the Swiss tradition. Baseline works with a wide range of clients around the globe, including professional athletes, private foundations, entrepreneurs and other high-net-worth individuals and families, providing the platform and expertise to help clients manage their global wealth with non-U.S. custody and multicurrency investing.
Providing Integrity and Transparency in All We Do
At Baseline, a Swiss Creative Planning company, we believe integrity should drive every aspect of how we do business. This belief allows us to assess and select investments with only our clients’ best interests in mind.
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's also registered with the U.S. Securities and Exchange Commission (SEC), the Canadian Securities Administrators (CSA/ACVM) and Quebec and Ontario, reflecting our commitment to operating within established regulatory standards.
Meet the Switzerland Team
Thierry Grin
Chairman / Chief Executive Officer
Fabien Duteil
Chief Operating Officer
David Kuenzi
Director of International Wealth Management, Partner
Leo Steiner
Head Of Portfolio Management
Nathalie Caldelari
Chief Compliance Officer
Awards & Recognition
Top RIA Firms
2019-2025
Awarded each September, based on data from a 12-month period through June 30.
Best Wealth Management Firms
2026
Ranking released in February 2026, not based on a specific time period.
Top RIA Firms
2025
Awarded each July, based on data from a 12-month period through December 31.
* Baseline Wealth Management Ltd is regulated by the Swiss Financial Market Authorities (FINMA) as well as the SEC through our Investment Advisor license Legal Disclaimer – Data Privacy Statement – Form 2 ADV Part 2 Client Brochure – Form ADV Part 3 Client Relationship Summary (Form CRS) - Swiss Portfolio Managers & Trustees - Swiss Banking Association risk brochure
