Moneta Launches Global Wealth With 2016-founded U.K. Partner Thomson Tyndall
Updated
Updated · Wealth Management · Jul 21
Moneta Launches Global Wealth With 2016-founded U.K. Partner Thomson Tyndall
2 articles · Updated · Wealth Management · Jul 21
Summary
Moneta Group launched Moneta Global Wealth and struck a U.K. partnership with London-based Thomson Tyndall to serve expatriates, internationally based clients and family offices tied to the United States.
U.K. demand drove the move: CEO Erik Kittner said Moneta had been flying advisers to England for years, then chose a partnership instead of seeking direct Financial Conduct Authority registration.
Thomson Tyndall will provide regulatory oversight plus back- and middle-office support, while Moneta advisers in the U.K. continue operating under Moneta’s brand.
The deal targets a fragmented cross-border advice market that both firms say underserves U.S. citizens abroad, especially clients navigating tax, currency and regulatory complexity on both sides of the Atlantic.
Moneta’s expansion fits a wider RIA push overseas after Creative Planning bought London-based MASECO with $5 billion in assets and Corient acquired U.K. wealth managers overseeing $214 billion.