Tiedemann Constantia Buys Holbein Partners LLP

Posted on 07/15/2021

Increasingly, the United Kingdom is becoming a hub for the super-rich. Tiedemann Constantia is the international operations of Tiedemann Advisors, one of the U.S.’s largest independent investment and wealth advisors for high-net-worth families, trusts, foundations and endowments. Tiedemann Constantia is buying London-based multi-family office Holbein Partners LLP, subject to FCA approval. Tiedemann Constantia is led by former Credit Suisse Group AG banker Robert Weeber. Weeber and New York-based Tiedemann Advisors launched their joint venture in Switzerland two years ago called Tiedemann Constantia. Tiedemann Constantia has been trying to find an acquisition in London for a wealth management company.

The acquisition will combine the expertise of Holbein’s senior partners and team with the international investment resources and impact credentials of Tiedemann Advisors in the U.S. and Tiedemann Constantia internationally. Following the acquisition, Tiedemann Advisors and Tiedemann Constantia, with European offices in Zurich, Geneva and London, together will oversee approximately US$ 30 billion of client assets.

The acquisition follows the recent hire of Jed Emerson as Tiedemann’s Global Lead of Impact Investing, as well as the additions of Charles d’Oncieu as head of the firm’s new office in Geneva and Sylvie Golay as Chief Strategist for the international business.

Holbein’s Managing Partners, Steven Blakey, Mark Cunningham and Andrew Rodger, bring decades of experience across international capital markets, corporate finance and wealth management and will become Partners in the combined business. Mark Cunningham will continue to lead the Strategic Advisory business and Andrew Rodger will join Tiedemann Constantia’s Board. Robert Weeber will continue to lead the international business as CEO of Tiedemann Constantia.

Financial details of the transaction are not disclosed.

The Parties Involved
Tiedemann Advisors is an independent investment and wealth advisor for high-net-worth individuals, family offices, trusts, foundations and endowments. Founded in 1999, Tiedemann Advisors has nine offices across the U.S. and provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Tiedemann’s international operations, Tiedemann Constantia, is headquartered in Zurich Switzerland. Together, Tiedemann Constantia, Tiedemann Advisors and Tiedemann Trust Company oversee approximately US$ 25 billion in assets under advisement with over US$ 3.5 billion in impact investments, as of January 1, 2021.

Weeber previously founded his own wealth-advisory firm called Constantia Partners and had managed a Credit Suisse group that managed more than US$ 7 billion for U.K. families and family offices.

Holbein Partners LLP is an independent investment manager and wealth advisor for high-net-worth individuals, family offices, trusts, foundations and endowments. Holbein was founded in 2010 and is based in London.

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