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DirectoryFinance & InsuranceExternal Asset ManagementZurichBaseline Wealth Management AG, Zweigniederlassung Zürich
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Baseline Wealth Management AG, Zweigniederlassung Zürich

Summary

About the company

The core activity of Baseline Wealth Management Ltd. is wealth management for private clients, including investment advice and management, as well as the provision of services in the field of wealth management.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Asset Management
Bespoke investment solutions across public and private markets, including discretionary portfolio management, investment advisory services and collective assets management.
Wealth Planning
Financial planning for asset protection, relocation, retirement, major expenses and investments, risk assessment, cash-flow forecasts, withdrawal plans and tax optimisation.
Pension Plan Management
Tailormade pension plans for top management and self-employed clients, extra-mandatory 2nd pillar solutions, vested benefits accounts, tax optimisation and tailored investments.
Private Office Services
Cash management and bill pay, concierge services, financial planning and financial guidance for the next generation, with coordination of tax and legal advisers.
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Location

Lindenstrasse 22
8008 Zurich
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Branch
UID
CHE-325.868.068
Founded
2022 · 4 years
Last commercial register change
February 21, 2023
Employees
11 to 20

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