Announced
Financials
Tags
asset and wealth management
Majority
Switzerland
Private
Joint Venture
Single Bidder
Friendly
Asset Managers and Custodians
Pending
Private Equity
Synopsis
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.
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