Baseline Wealth Management Ltd.
- Regulatory AUM
- $1.1B
- Discretionary
- $659M
- Clients
- 261
- Avg AUM / client
- $4.2M
- Accounts
- 261
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 261 | $1.1B | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grin, Thierry, Edgar | Chief Executive Officer And Chairman | Jan 2011 (16y) | 75% or more | |
| Steiner, Leo | Director | Jan 2014 (13y) | Less than 5% | |
| Duteil, Fabien, David Jean Jacques | Chief Operating Officer | Dec 2020 (6y) | Less than 5% | |
| Rowland, Michael, Pellman | Director | Jun 2021 (5y) | Less than 5% | |
| Caldelari, Nathalie, Adeline | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Aguet, Cedric | Board Member | Jun 2022 (4y) | Less than 5% | |
| Steinmann, Thomas | Board Member | Jun 2022 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 1.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Banque Pictet & Cie Sa $308M (28% of AUM) Jun 2026
- UBS $217M (20% of AUM) Jun 2026
- Banque Syz Sa $142M (13% of AUM) Jun 2026
- Union Bancaire Privee, Ubp S.A. $104M (12% of AUM) Feb 2026
- Bank J Safra Sarasin $103M (20% of AUM) Sep 2020
- Morgan Stanley $87.5M (13% of AUM) Mar 2022
- Bank Julius Baer & Co. Ltd. $70.3M (10% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗