Creative Planning acquires $1bn Swiss wealth manager

Booth & Company
Jan 13
1 min read

Creative Planning has gone to Switzerland for its first completed acquisition of a European wealth manager. Peter Mallouk’s $700bn mega-RIA said Tuesday it has snapped up Baseline Wealth Management, which has 14 employees and about $1bn in assets under management spread across offices in Geneva and Zurich. It is Creative Planning’s first acquisition announcement of 2026.

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Creative Planning acquires $1bn Swiss wealth manager

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