Rothschild & Co Bank AG Acquires Zurich-based Tenalis AG

Rothschild Wealth Partners Acquires Siligmueller & Norvid Wealth Advisors

October 22, 2025

Financial Services

Rothschild Wealth Partners, a Chicago-based registered investment advisor and broker-dealer, has acquired Siligmueller & Norvid Wealth Advisors (SNWA), an independent Glen Ellyn, Illinois wealth advisory firm managing about $300 million in client assets. The deal expands Rothschild's presence in the Chicago area and adds SNWA’s client relationships and advisory capabilities to Rothschild’s platform.

Cohen & Company Acquires Tax & Wealth Management, Inc.

December 12, 2024

Accounting & Tax

Cohen & Company, a U.S. tax and accounting firm, is acquiring Tax and Wealth Management, Inc. (TWM), a boutique CPA firm based in downtown Cleveland. The deal is expected to close in early January 2025 and will bring TWM’s ~15 professionals into Cohen & Company to expand its private client services for family offices and ultra-high-net-worth individuals.

Rantalainen Group Acquires Klara Consulting in Sweden

September 1, 2023

Accounting & Tax

Rantalainen Group, majority-owned by funds managed by Norvestor, has acquired Klara Consulting Holding AB, a leading Swedish accounting, payroll and HR services provider. The add-on deal — Rantalainen's largest to date — closed on 1 September 2023, increases Rantalainen's presence in Sweden, and leaves Ceder Capital and certain key employees as minority shareholders.

Vontobel Acquires UBS Swiss Financial Advisers AG

August 1, 2022

Financial Services

Vontobel has completed the acquisition of UBS Swiss Financial Advisers AG (SFA), adding around CHF 6.0 billion of assets under management and strengthening its offering for US and qualified Canadian investors. The deal makes Vontobel (through its SEC-licensed entities) the largest Swiss-domiciled wealth manager for US clients seeking Swiss accounts; UBS will continue to refer US-connected clients seeking Swiss-based strategies to Vontobel SFA.

Rothschild & Co Bank AG Acquires Banque Pâris Bertrand

December 16, 2020

Financial Services

Rothschild & Co Bank AG, the Swiss wealth management subsidiary of Rothschild & Co, has acquired Geneva-based private bank Banque Pâris Bertrand, strengthening Rothschild’s presence in the Swiss market and adding complementary asset management capabilities. The deal (first announced December 2020) increases Rothschild’s Swiss client assets to over CHF 20–22 billion and was completed following shareholder and regulatory approvals.

Rothschild & Co to acquire Livingstone's UK business

October 24, 2019

Financial Services

Rothschild & Co's Global Advisory business will acquire Livingstone's UK business, subject to FCA approval. The deal brings Livingstone's 34‑person UK team — a specialist provider of M&A, debt and special situations advice to UK lower mid‑market private and family‑owned companies — into Rothschild & Co to expand its UK lower mid‑market capability.