Swiss wealth management specialist announces London family office acquisition

An international wealth management company has announced its acquisition of a London investment advisor.

Tiedemann Constantia, based in Switzerland has completed the acquisition of London-based multi-family office Holbein Partners LLP.

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 US and Tiedemann Constantia internationally.

Tiedemann is one of the US’s largest independent investment and wealth advisors for high-net-worth families.

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

Robert Weeber, CEO of Tiedemann Constantia, said: “Our industry is one that continues to undergo considerable consolidation, as clients expect greater transparency, control, and bespoke solutions to deliver a truly unique proposition.

“With the acquisition of Holbein, we believe we are strongly placed to capitalize on this trend.”

Following the acquisition, Tiedemann Advisors and Tiedemann Constantia, with European offices in Zurich, Geneva, and London, together will oversee approximately $30bn of client assets.

Steven Blakey, co-founder and managing partner of Holbein, said: “This is a new chapter for Holbein and one that we believe will add significant advantages to our current client base, providing them with a global reach of investment opportunities and access to Tiedemann’s excellent impact investing offering.”

The partnership will afford their clients broader cross-border capabilities, deeper experience of working with family offices, and additional expertise in European investment opportunities.