Moneta Group Investment Advisors has expanded its international wealth offering into the UK through Moneta Global Wealth, in partnership with London-based Thomson Tyndall.
The move is aimed at clients with cross-border financial needs, including US expatriates, people planning to live or retire overseas, and international family offices with US investment interests.
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Moneta, which oversees more than $50bn in assets under management, said the expansion comes in response to rising demand from clients dealing with cross-border tax rules, regulatory requirements, currency considerations and global market shifts.
In the UK, Moneta Global Wealth will operate as an appointed representative of Thomson Tyndall, which is authorised and regulated by the Financial Conduct Authority.
Moneta CEO Eric Kittner said: “As our clients’ lives and financial interests become more global, expanding our international capabilities was a natural evolution. This partnership allows us to deliver the same service-first, client-first experience without borders.”
Thomson Tyndall was founded in London in 2016 and has roots dating back to the 1960s. It provides financial planning and investment management services to private clients, families, charities and business owners.
Thomson Tyndall CEO Jamie Fergusson said: “By combining Moneta’s deep expertise in US wealth management with Thomson Tyndall’s UK planning and investment capabilities, we can provide a genuinely integrated service that helps clients navigate both sides of the Atlantic with confidence.”
Moneta is a fee-only, partner-owned registered investment adviser headquartered in St. Louis, Missouri, with offices across the US.
Its national expansion plan began with a move into Denver in 2019. The company later opened offices in Kansas City, Chicago, Boston, Boulder and Philadelphia.
Moneta’s assets under management have risen from $14.5bn at the end of 2015 to more than $50bn at the end of 2025.
