US: Wealth Management Makes Swiss Moves.

As published on internationalinvestment.net, Wednesday September 4, 2019.


Independent US investment and wealth advisor Tiedemann Advisors and Constantia Partners AG, an independent Swiss capital consultancy firm, have announced that they have co-founded Tiedemann Constantia, effective immediately.

Through this agreement, Tiedemann Constantia will offer a unique set of investment and wealth management services to high-net-worth individuals, families, family offices and foundations on multiple continents.

Tiedemann Constantia in Zurich will be led by Robert Weeber, founder of Constantia Partners. Joining Weeber, will be a team of specialised private bankers from Credit Suisse's UK International Ultra-High-Net-Worth unit, Pierre Bose, CIO, and Gareth Maher, managing director. While at Credit Suisse, Weeber, Bose and Maher managed over $7bn in client assets, and will look to leverage their extensive international experience and central location in Zurich to service international and multi-national clients based in the US.

We see the EMEA region as an important growth market offering attractive investment opportunities for our clients"
"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," said Weeber. "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."

Complementing its existing trust jurisdictions, Tiedemann Constantia will have the ability to offer clients trust services through Tiedemann Trust Company, a US state-chartered trust company located in the state of Delaware. The firm aims to attract the growing number of international assets moving to the U.S. as opposed to less-regulated locations in recent years.

At the same time, Tiedemann Constantia will draw from Tiedemann's deep-rooted impact investing offering to engage with a sophisticated European client base.