OVERLAND PARK, Kan., January 13, 2026 — Inventive Planning, one of many nation’s largest registered funding advisors (RIAs), immediately introduced it has acquired Baseline Wealth Management Ltd (“Baseline”), a longtime Swiss RIA with areas in Geneva and Zurich. The acquisition provides 14 staff and greater than $1 billion in belongings beneath administration to Inventive Planning. That is Inventive Planning’s first worldwide acquisition.
“We’re completely thrilled to have Baseline be part of Inventive Planning for our preliminary enlargement into Europe,” mentioned Inventive Planning President and CEO Peter Mallouk. “We’ve lengthy acknowledged the big worldwide demand for Inventive Planning’s distinctive monetary planning mannequin. Along with Baseline’s intensive expertise serving worldwide and U.S. purchasers, additionally they share our core values of integrity, transparency and a robust fiduciary duty to purchasers.”
Baseline is licensed by the Swiss Monetary Market Supervisory Authority (FINMA) as a portfolio supervisor. It’s additionally registered with the U.S. Securities and Change Fee (SEC) as an RIA, in addition to by the Canadian Securities Directors (CSA/ACVM). Baseline serves high-net-worth people worldwide, together with entrepreneurs, skilled athletes and different established professionals. Baseline can also be licensed to handle extra-mandatory Swiss retirement options for personal purchasers.
“Becoming a member of forces with Inventive Planning supplies our purchasers with entry to Inventive Planning’s complete suite of companies whereas additionally permitting Inventive Planning to supply a Swiss wealth administration resolution,” mentioned Baseline CEO Thierry Grin. “Peter’s imaginative and prescient, sustained success and visionary management, alongside along with his extraordinary staff, together with David Kuenzi and gifted M&A advisors, gave me confidence that becoming a member of forces was the best subsequent step for our group.”
Inventive Planning’s speedy enlargement of its worldwide enterprise started with the acquisition of Thun Monetary Advisors, previously owned by Kuenzi (who’s now Inventive Planning’s Worldwide Director of Wealth Administration).
“The Baseline staff provides vital worth to Inventive Planning’s worldwide wealth administration enterprise. The European market is presently dominated by proprietary product gross sales by banks with just about no planning or fiduciary commonplace — and it could’t be absolutely served from america,” mentioned Kuenzi. “Europeans need to work with Europeans, of their language and of their time zone. Thierry and Peter share the same imaginative and prescient of bringing complete wealth administration to Europe and the remainder of the world. I’ve been really honored to work with Peter and Thierry to carry our groups collectively.”
Homburger’s Frank Gerhard served as Baseline’s counsel for the acquisition, and P2M Advisory’s Thierry Loth served as Baseline’s M&A advisor.
Houlihan Lokey’s Matt Kempler and Steven Levitt served as monetary advisors for Inventive Planning.
About Inventive Planning
Inventive Planning, LLC is an unbiased wealth administration agency that gives a monetary planning-led funding administration strategy, retirement planning, belief companies, tax planning and household workplace companies for people in addition to 401(okay) and institutional purchasers. Inventive Planning and its associates have roughly $700 billion in mixed belongings beneath administration and advisement throughout all 50 states and 90 nations as of December 31, 2025. SageView Advisor Group and United Capital Monetary Advisors are associates of Inventive Planning, LLC. For extra data, go to www.creativeplanning.com.
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