Moneta Group Targets UK's US Expat Market

Editorial Staff

23 July 2026

has launched Moneta Global Wealth to expand its international services. It is partnering with Thomson Tyndall, a London-based financial planning and investment management firm.

The service is aimed at US-based clients planning to live, work or retire abroad, American expatriates in the UK and elsewhere, and international family offices with US investment interests.

Moneta Group said the partnership combines its scale and fiduciary framework with Thomson Tyndall's UK planning expertise.

Thomson Tyndall was founded in London in 2016, with roots dating to the 1960s. The firm provides financial planning and investment management to private clients, families, charities and business owners.

The tie-up adds to a growing roster of UK firms building out services for Americans abroad, a market that includes Arbuthnot Latham's Global Direct Service, announced a few days ago; Canaccord Wealth's US-focused model portfolios; and specialist cross-border advisors MASECO – being acquired by Creative Planning, an RIA. Another firm in the sector is LeifBridge, a subsidiary of Shard Capital. Schroders has also built capabilities in the space.

US citizens living overseas remain subject to IRS reporting and tax rules regardless of residence, prompting some financial institutions to cease serving them as clients. The situation intensified when the FATCA legislation was enacted in late 2010 by the Obama administration. Groups such as American Citizens Abroad, an advocacy and networking group for expats, have lobbied Congress and other policymakers to shift the US towards a territorial tax code, instead of the current worldwide one. Almost all countries operate a territorial tax regime, making the US an outlier.