.
MergerLinks Header Logo

New Deal


Announced

Tiedemann Advisors and Constantia Partners to launch Tiedemann Constantia.

Financials

Edit Data
Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

Edit

asset and wealth management

Majority

Switzerland

Private

Joint Venture

Single Bidder

Friendly

Asset Managers and Custodians

Pending

Private Equity

Synopsis

Edit

Tiedemann Advisors, one of the largest independent US investment and wealth advisors for high-net-worth families, trusts, foundations, and endowments, and Constantia Partners, an independent Swiss capital consultancy firm, agreed to launch a joint venture, Tiedemann Constantia. Financial terms were not disclosed. “We are delighted to start operations with Tiedemann Constantia in Switzerland and look forward to offering a fully-fledged suite of wealth management services to our clients out of Zurich. We see the EMEA region as an important growth market offering attractive investment opportunities for our clients. Given the interconnectedness of today’s markets, we were actively seeking a US partner to complement our investment offering. Today’s alliance with Tiedemann better positions us to assist our current and future clients with their multi-jurisdictional wealth management needs,” Robert Weeber, Constantia Partners Founder.

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US