Moneta Group Investment Advisors has expanded its international wealth offering into the UK through Moneta Global Wealth, in partnership with London-based Thomson Tyndall.
The move is aimed at clients with cross-border financial needs, including US expatriates, people planning to live or retire overseas, and international family offices with US investment interests.
Moneta, which oversees more than $50bn in ***** ets under management, said the expansion comes in response to rising demand from clients dealing with cross-border tax rules, regulatory requirements, currency considerations and global market shifts.
In the UK, Moneta Global Wealth will operate as an appointed representative of Thomson Tyndall, which is authorised and regulated by the Financial Conduct Authority.
Moneta CEO Eric Kittner said: "As our clients' lives and financial interests become more global, expanding our international capabilities was a natural evolution. This partnership allows us to deliver the same service-first, client-first experience without borders."
#international #investment
The move is aimed at clients with cross-border financial needs, including US expatriates, people planning to live or retire overseas, and international family offices with US investment interests.
Moneta, which oversees more than $50bn in ***** ets under management, said the expansion comes in response to rising demand from clients dealing with cross-border tax rules, regulatory requirements, currency considerations and global market shifts.
In the UK, Moneta Global Wealth will operate as an appointed representative of Thomson Tyndall, which is authorised and regulated by the Financial Conduct Authority.
Moneta CEO Eric Kittner said: "As our clients' lives and financial interests become more global, expanding our international capabilities was a natural evolution. This partnership allows us to deliver the same service-first, client-first experience without borders."
#international #investment
3 months ago
