The US advisory firm teams with London-based Thomson Tyndall to serve cross-border clients amid rising demand for global tax and regulatory expertise.
Moneta Group Investment Advisors has entered the UK market through a partnership with London-based Thomson Tyndall, forming Moneta Global Wealth. The move targets clients with cross-border financial needs, including US expatriates and international family offices, as demand grows for navigating global tax rules and regulatory requirements.
Moneta oversees more than $50bn in assets under management. The UK unit will operate as an appointed representative of Thomson Tyndall, which is regulated by the Financial Conduct Authority. The partnership combines Moneta’s US wealth management expertise with Thomson Tyndall’s UK financial planning and investment capabilities.
Moneta CEO Eric Kittner said the expansion reflects clients’ increasingly global financial interests. Thomson Tyndall, founded in 2016 with roots dating to the 1960s, serves private clients, families, and business owners in the UK.