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Baseline Wealth Management

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Baseline Wealth Management

We are a boutique wealth management firm headquartered in Geneva, with offices in Zurich and soon to be Monaco. Founded in 2008, we manage a few billion AUM in public/private investments on behalf of private families we advise. Most clients are in the US and Europe. Our public portfolios are managed in-house and are ESG driven, which screen out fossil fuels, factory farming, and tobacco. We also help client source private funds and direct investments, largely in climate tech/sustainable food/diversity&equality. We are SEC registered as well. Michael Pellman Rowland is the head of our impact investing initiative.

Leadership

Leadership
Coming Soon
Investment Sectors
Environment
Fashion
Food & Ag
Average Check Size:
$500k - $1M
Stage Most Frequent:
Series A
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