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July 15, 2021

Tiedemann buys multi-family office Holbein Partners

By Verdict Staff

Tiedemann Constantia, the international operations of US-based investment and wealth advisor Tiedemann, has acquired UK-based multi-family office Holbein Partners.

The deal, whose financial terms were not revealed, is subject to approval by the FCA.

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

Holbein co-founder and managing partner Steven Blakey 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, which has shown its importance to portfolios over the past several years.”

Tiedemann Advisors founder and CEO Mike Tiedemann said: “We believe the combination will bring enhanced opportunities and solutions for all our clients’ wealth management needs, and in particular, we look forward to further integrating our impact offering with our legacy and new European families.”

Following the transaction, Tiedemann Advisors and Tiedemann Constantia will jointly manage around $30bn of client assets.

Tiedemann Constantia founder and CEO Robert Weeber 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 capitalise on this trend.”

In 2019, Tiedemann Advisors opened a new office in Zurich together with Constantia Partners, a Swiss capital consultancy.

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