{"id":54324,"date":"2026-01-14T07:24:36","date_gmt":"2026-01-14T07:24:36","guid":{"rendered":"https:\/\/my.legal500.com\/developments\/?post_type=press_releases&#038;p=54324"},"modified":"2026-01-14T07:24:36","modified_gmt":"2026-01-14T07:24:36","slug":"homburger-advised-baseline-wealth-management-and-its-founder-on-its-sale-to-creative-planning","status":"publish","type":"press_releases","link":"https:\/\/my.legal500.com\/developments\/press-releases\/homburger-advised-baseline-wealth-management-and-its-founder-on-its-sale-to-creative-planning\/","title":{"rendered":"Homburger advised Baseline Wealth Management and its founder on its sale to Creative Planning"},"content":{"rendered":"<p><strong>On January 13, 2026, Baseline Wealth Management, an established FINMA-registered portfolio manager and SEC-registered investment advisor (RIA) with offices in Geneva and Zurich, announced it has joined Creative Planning, one of the largest RIAs in the United States.<\/strong><\/p>\n<p><!--more--><\/p>\n<p>The transaction represents Creative Planning\u2019s first international acquisition and underscores the attractivity of Baseline&#8217;s experience serving international and U.S. clients. The acquisition adds more than USD 1 bn in assets under management to Creative Planning.<\/p>\n<p>The Homburger team was led by Frank Gerhard (Corporate \/ M&amp;A) and included Romain Hondius, Thomas Romelli and Constantin Khovrin (all Corporate \/ M&amp;A), Alexander Wherlock (Financial Market Regulation) and Philippe Weber (Tax).<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Contact<br \/>\n<\/strong>Gloria P\u00fcnchera \/ Marketing \/ <a href=\"mailto:marketing@homburger.ch\">marketing@homburger.ch<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"featured_media":0,"template":"","class_list":["post-54324","press_releases","type-press_releases","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/my.legal500.com\/developments\/wp-json\/wp\/v2\/press_releases\/54324","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/my.legal500.com\/developments\/wp-json\/wp\/v2\/press_releases"}],"about":[{"href":"https:\/\/my.legal500.com\/developments\/wp-json\/wp\/v2\/types\/press_releases"}],"wp:attachment":[{"href":"https:\/\/my.legal500.com\/developments\/wp-json\/wp\/v2\/media?parent=54324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}