{"id":562377,"date":"2026-07-22T10:58:09","date_gmt":"2026-07-22T10:58:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/562377\/"},"modified":"2026-07-22T10:58:09","modified_gmt":"2026-07-22T10:58:09","slug":"moneta-group-expands-globally-with-u-k-partnership-deal","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/562377\/","title":{"rendered":"Moneta Group Expands Globally With U.K. Partnership Deal"},"content":{"rendered":"

Moneta Group is going global, announcing a strategic partnership with a London-based financial planner and launching Moneta Global Wealth to serve internationally based clients.<\/p>\n

In an interview with Wealth Management, Moneta CEO Erik Kittner lauded the partnership with Thomson Tyndall, a U.K. firm founded in 2016 that specializes in financial planning and investment management. He also said more large RIAs are seeking international business in a \u201cnatural progression\u201d of the multi-decade growth in the space.<\/p>\n

According to Moneta, the Thomson Tyndall partnership is built on growing client demand, particularly from U.S.-based clients living, working or retiring internationally, as well as expatriates with ties to the United States and family offices. The challenges range from intra-border tax laws and regulatory demands to currency needs and market stressors. According to Kittner, the partnership with Thomson Tyndall specifically accelerated due to Moneta\u2019s growing number of expat clients living and working in the U.K. for years.<\/p>\n

Related:Schwab Gains on Retail Trading Frenzy, Forecasts Long-Short Strategy Growth<\/a><\/p>\n

While Moneta made it work for a time (including having advisors fly to and from England to counsel U.K. expat clients), Kittner quickly surmised that Moneta needed a presence in the country. A partnership model quickly made the most sense, rather than registering directly with the Financial Conduct Authority, which regulates financial services firms in the United Kingdom.<\/p>\n

\u201cWe went there because our clients were bringing us there,\u201d he said.<\/p>\n

Once opting for a partnership model, Kittner said Thomson Tyndall made the most sense from a cultural and style-fit perspective, mirroring Moneta\u2019s model of boutique relationships within a firm operating at scale. Moneta advisors in the U.K. will operate under the firm\u2019s brand, using Thomson Tyndall as a \u201cstrategic back-and-middle-office partner.\u201d<\/p>\n

\u201cWhat we\u2019re really getting is the expertise of a firm that\u2019s been doing it for a long time, their regulatory oversight, training and development, and a place where our advisors have the support they need to provide to the clients they serve,\u201d Kittner said.<\/p>\n

Thomson Tyndall was founded in London in 2016 and works with private clients, families, charities and business owners. According to CEO Jamie Fergusson, the partnership gives the two firms a chance to provide \u201ca genuinely integrated service that helps clients navigate both sides of the Atlantic.\u201d<\/p>\n

\u201cWe have long believed that internationally mobile clients are underserved by traditional financial services providers, particularly U.S. citizens living in the UK and elsewhere overseas, who often face a complex and fragmented advice landscape,\u201d he said.<\/p>\n

Related:Cresset Capital Snags Two Managing Directors From Lazard Wealth<\/a><\/p>\n

Kittner echoed that idea, noting that the U.K.\u2019s financial advice industry is \u201cpretty fragmented, and not necessarily institutionalized\u201d to the same degree that the RIA industry is in the U.S, and he expects to see more well-capitalized RIAs enter that space.<\/p>\n

Moneta\u2019s move toward growing its international business (particularly via a London pipeline) is mirrored by recent moves by industry peers, including Creative Planning and Corient.<\/p>\n

In March, the Overland Park, Kan.-based Creative Planning closed a deal to acquire London-based MASECO LLP<\/a>, adding 123 employees and over $5 billion in managed assets.<\/p>\n

It marked Creative Planning\u2019s second international deal, following its January purchase of Switzerland-based Baseline Wealth Management<\/a>.<\/p>\n

Last September, the Miami-based Corient (the U.S.-based RIA arm of CI Financial) struck a deal to acquire a pair of U.K.-based wealth managers<\/a> overseeing a combined $214 billion in assets: Stonehage Fleming, a Jersey-based multi-family office, and Stanhope Capital Group, which operates out of London. Earlier this year, the firm bought Bedrock Group<\/a>, a $10.7 billion European wealth manager with offices in Geneva, London, Monaco and Lisbon.<\/p>\n

Related:Carson Broadens Equity Sharing to W-2 Advisors, Support Staff<\/a><\/p>\n

When looking at the whole industry (including aggregators like Corient), Kittner noted that M&A in the industry (as well as broader growth demand) isn\u2019t going anywhere. Still, the number of acquirers had grown \u201cexponentially\u201d in the past few decades.<\/p>\n

\u201cSo you need additional deal flow just to feed the number of new participants that are participating in that M&A activity,\u201d he said. \u201cAnd then at some point, if you\u2019re a larger U.S. firm, your targets are going to lead you outside of the U.S.\u201d<\/p>\n

According to Kittner, firms are no longer viewing cross-border operations as a geographic limitation that should inhibit RIAs\u2019 continued expansion, and the progression seems all the more understandable when comparing the industry\u2019s largest RIAs with wirehouses, which operate internationally. RIAs are now a \u201creal competitor\u201d in the wealth space, and far beyond the \u201cmom-and-pop\u201d-esque atmosphere of the industry two decades ago.<\/p>\n

\u201cWe\u2019re so far beyond that at this point, with firms that are approaching a trillion dollars in assets, that the natural progression for opportunities is leading them beyond the U.S.,\u201d he said. \u201cI think that\u2019s just the evolution.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Moneta Group is going global, announcing a strategic partnership with a London-based financial planner and launching Moneta Global…\n","protected":false},"author":2,"featured_media":562378,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":["post-562377","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/562377","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=562377"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/562377\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/562378"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=562377"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=562377"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=562377"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}