Tiedemann Group
Transaction Summary
On September 20, 2021, The Tiedemann Group, Alvarium, and Cartesian announced a merger that formed Alvarium Tiedemann Holdings. The transaction creates a leading independent, global wealth and asset manager providing entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. The transaction closed on January 3, 2023.
Tiedemann Advisors, LLC
Tiedemann Advisors is an independent investment and wealth advisor for high-net worth individuals, family offices, trusts, foundations, and endowments. Founded in 1999, Tiedemann Advisors has nine offices across the U.S. and provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Tiedemann's international operations, Tiedemann Constantia, is headquartered in Zurich, Switzerland. Together, Tiedemann Constantia, Tiedemann Advisors, and Tiedemann Trust Company oversee $25B in AUM as of September 30, 2021.
TIG Advisors, LLC
TIG is a New York-based alternative asset manager with approximately $7B in AUM as of September 30, 2021, focused on making growth equity investments in global alternative specialists. TIG has a strong track record of identifying uncorrelated investment opportunities in both public and private markets, utilizing its long-standing operating platform to assist managers with growth. TIG's alpha driven investment strategies align with the needs of a diverse global investor base.
Alvarium Investments Limited
Alvarium is an independent investment firm, global multi-family office, and merchant banking boutique providing tailored solutions for families, foundations, and institutions across the Americas, Europe, and Asia-Pacific. Alvarium offers direct and co-investment opportunities from specialist alternative managers and real asset operating partners in real estate and the innovation economy. Alvarium has over 220 employees and 28 partners in 14 locations in 10 countries, advising on circa $22B of AUM across four service lines as of September 30, 2021 - investment advisory, co-investments, merchant banking, and family office services.
Cartesian Growth Corporation
Cartesian Growth Corporation is a blank check company organized for the purpose of effecting a business combination with one or more businesses or entities. CGC is an affiliate of Cartesian Capital Group, LLC, a global private equity firm and registered investment adviser headquartered in New York City, New York. CGC's strategy is to identify and combine with an established high-growth company that can benefit from both a constructive combination and continued value-creation.