The collaboration leverages Moneta’s scale and fiduciary framework alongside the local planning expertise of Thomson Tyndall, which has provided investment management since its 2016 inception. This move targets a specific, underserved demographic: US citizens who remain subject to IRS worldwide reporting requirements regardless of their overseas residence.
Moneta Group Enters UK Market for US Expatriates
Navigating the complex tax obligations of American citizens living abroad, the $50 billion investment advisor Moneta Group is expanding its reach. The firm has launched Moneta Global Wealth in partnership with London-based Thomson Tyndall to manage the cross-border financial needs of expatriates and international family offices.
This market entry follows the implementation of the Foreign Account Tax Compliance Act (FATCA) in 2010, which complicated international banking for Americans and led many institutions to drop expat clients. Moneta joins a competitive field of firms building out specialized capabilities for this niche, including Arbuthnot Latham, Canaccord Wealth, and MASECO. As advocacy groups continue to lobby for a shift toward a territorial tax system—an area where the US remains a global outlier—these specialized financial services provide a critical bridge for those managing assets on both sides of the Atlantic.
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