{"id":706739,"date":"2026-07-23T08:24:12","date_gmt":"2026-07-23T08:24:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/706739\/"},"modified":"2026-07-23T08:24:12","modified_gmt":"2026-07-23T08:24:12","slug":"moneta-group-targets-uks-us-expat-market","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/706739\/","title":{"rendered":"Moneta Group Targets UK&#8217;s US Expat Market"},"content":{"rendered":"\n<p class=\"meta\">&#13;<br \/>\n\t\t\t\t\t\t\t\t &#13;<br \/>\n\t\t\t\t\t\t\t\tEditorial Staff &#13;<br \/>\n\t\t\t\t\t\t\t\t&#13;<br \/>\n\t\t\t\t\t\t\t\t &#13;<br \/>\n\t\t\t\t\t\t\t\t &#13;<br \/>\n\t\t\t\t\t\t\t\t23 July  2026&#13;\n\t\t\t\t\t\t\t<\/p>\n<p>\t\t\t\t\t\t&#13;<br \/>\n\t\t\t\t\t\t&#13;<\/p>\n<p>\t\t\t\t\t<img decoding=\"async\" class=\"inset-img\" alt=\"Moneta Group Targets UK's US Expat Market\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2026\/07\/fatca250x250.jpg\"\/><\/p>\n<p class=\"standfirst\">The US-registered investment advisor, which oversees more than $50 billion, has partnered with a UK business to serve Americans living, working and investing on both sides of the Atlantic.\t  \t  \t  \t  <\/p>\n<p>&#13;<br \/>\n  <a href=\"https:\/\/www.wealthbriefing.com\/html\/section.php?keywords=Moneta%20Group%20Investment%20Advisors\" rel=\"nofollow noopener\" target=\"_blank\">Moneta&#13;<br \/>\n  Group Investment Advisors<\/a> has launched Moneta Global Wealth&#13;<br \/>\n  to expand its international services. It is partnering with&#13;<br \/>\n  Thomson Tyndall, a London-based financial planning and investment&#13;<br \/>\n  management firm.<\/p>\n<p>The service is aimed at\u00a0US-based clients planning to live,&#13;<br \/>\n  work or retire abroad, American expatriates in the UK and&#13;<br \/>\n  elsewhere, and international family offices with US investment&#13;<br \/>\n  interests.\u00a0<\/p>\n<p>Moneta Group said the partnership combines its scale and&#13;<br \/>\n  fiduciary framework with Thomson Tyndall&#8217;s UK planning&#13;<br \/>\n  expertise.<\/p>\n<p>Thomson Tyndall was founded in London in 2016, with roots dating&#13;<br \/>\n  to the 1960s. The firm provides financial planning and investment&#13;<br \/>\n  management to private clients, families, charities and business&#13;<br \/>\n  owners.<\/p>\n<p>The tie-up adds to a growing roster of UK firms building out&#13;<br \/>\n  services for Americans abroad, a market that includes Arbuthnot&#13;<br \/>\n  Latham&#8217;s Global Direct Service, <a href=\"https:\/\/www.wealthbriefing.com\/html\/article.php\/arbuthnot-latham-launches-new-us-expat-service\" rel=\"nofollow noopener\" target=\"_blank\">&#13;<br \/>\n  announced<\/a> a few days ago; Canaccord Wealth&#8217;s <a href=\"https:\/\/www.wealthbriefing.com\/html\/article.php\/canaccord-wealth-leans-into-us-expat-market-in-uk\" rel=\"nofollow noopener\" target=\"_blank\">&#13;<br \/>\n  US-focused model portfolios<\/a>;\u00a0and specialist cross-border&#13;<br \/>\n  advisors MASECO \u2013 being acquired by Creative Planning,&#13;<br \/>\n  an\u00a0RIA. Another firm in the sector is\u00a0LeifBridge, a&#13;<br \/>\n  subsidiary of Shard Capital. Schroders has also built&#13;<br \/>\n  capabilities in the space.\u00a0<\/p>\n<p>US citizens living overseas remain subject to IRS reporting and&#13;<br \/>\n  tax rules regardless of residence, prompting some financial&#13;<br \/>\n  institutions to cease serving them as clients. The situation&#13;<br \/>\n  intensified\u00a0when the FATCA legislation was enacted in late&#13;<br \/>\n  2010 by the Obama administration. Groups such as American&#13;<br \/>\n  Citizens Abroad, an advocacy and networking group for expats,&#13;<br \/>\n  have\u00a0<a href=\"https:\/\/www.wealthbriefing.com\/html\/article.php\/group-probes-impact-of-ending-us-worldwide-tax-code-\" rel=\"nofollow noopener\" target=\"_blank\">lobbied<\/a>&#13;<br \/>\n  Congress and other policymakers to shift the US towards a&#13;<br \/>\n  territorial tax code, instead of the current worldwide one.&#13;<br \/>\n  Almost all countries operate a territorial tax regime, making the&#13;<br \/>\n  US an outlier.&#13;<\/p>\n","protected":false},"excerpt":{"rendered":"&#13; &#13; Editorial Staff &#13; &#13; &#13; &#13; 23 July 2026&#13; &#13; &#13; The US-registered investment advisor, which&hellip;\n","protected":false},"author":2,"featured_media":706740,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[59,57,58,50,56,54,55],"class_list":["post-706739","post","type-post","status-publish","format-standard","has-post-thumbnail","category-united-kingdom","tag-gb","tag-great-britain","tag-greatbritain","tag-news","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/706739","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=706739"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/706739\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/706740"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=706739"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=706739"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=706739"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}