Creative Planning Pens First International Deal with Swiss-Based Wealth Manager
Yahoo Finance·2026-01-14 01:04

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning, an Overland Park, Kan.-based registered investment advisor with about 700billioninassetsundermanagementandadvisement,hasmadeitsfirstinternationalacquisition.CreativePlanning,whichismajorityownedbyCEOPeterMallouk,announcedTuesdaythatithasacquiredBaselineWealthManagementwithlocationsinGenevaandZurich,14employees,andmorethan700 billion in assets under management and advisement, has made its first international acquisition. Creative Planning, which is majority-owned by CEO Peter Mallouk, announced Tuesday that it has acquired Baseline Wealth Management with locations in Geneva and Zurich, 14 employees, and more than 1 billion ...