Bloomberg: Big U.S. RIA Goes Trans-Atlantic
Barron’s : Big U.S. RIA Goes Trans-Atlantic
By Ross Snel | September 4, 2019
Tiedemann Advisors, a large, independent U.S. wealth management firm that serves institutions and high-net-worth families, is reaching across the Atlantic in an effort in order to serve a global clientele.
The New York-based RIA said Tuesday it has partnered with Constantia Partners, a Swiss “capital consultancy firm,” to create Tiedemann Constantia, which will be based in Zurich.
The new business will serve clients on multiple continents and will be led by Robert Weeber, founder of Constantia Partners. It already has recruited two specialized private bankers who served ultra-wealthy clients at Credit Suisse .
“The opening of our Zurich office represents another milestone in our strategy to become a leading and pre-eminent, privately owned global wealth management firm that serves high-net-worth families and family offices across the globe,” said Michael Tiedemann, co-founder and CEO of Tiedemann Advisors.
Founded in 1999, Tiedemann has offices across the U.S. and had $13.9 billion in assets under management according to a March regulatory filing. The company says it now oversees about $21 billion in assets under advisement.