Creative Planning has acquired Baseline Wealth Management, a Swiss wealth manager, marking its first foray into the European market.
Target Information
Creative Planning has successfully acquired Baseline Wealth Management, marking its first purchase of a European wealth management firm. Baseline Wealth Management, based in Switzerland, operates with a dedicated team of 14 professionals and manages approximately $1 billion in assets. The firm has established a strong presence with offices located in both Geneva and Zurich, two of Switzerland's most prominent financial hubs.
This acquisition represents a strategic move for Creative Planning as it aims to expand its international footprint and enhance its service offerings to clients with diverse global financial needs.
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Industry Overview in Switzerland
The wealth management industry in Switzerland is renowned for its stability, regulatory framework, and high-quality services. Known as a premier financial center, Switzerland has maint
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