RIA Moneta Group Investment Advisors has expanded its operations to the other side of the pond with the opening of a U.K. office to serve U.S. expats and overseas family offices.
The company has formed Moneta Global Wealth to spearhead its international expansion. On Wednesday, Moneta announced that the global wealth division has forged a partnership with London-based financial planning and investment management firm Thomson Tyndall.
Moneta’s U.K. operations will be based at Thomson Tyndall’s office in Westminster, central London, a stone’s throw from Westminster Abbey and close to the Houses of Parliament.
St. Louis-headquartered Moneta, which has more than $50 billion in assets under management, says that the partnership will provide fiduciary advice to clients navigating cross-border investing, tax, estate, and family office needs.
"Moneta's mission has always been to help clients navigate life's path, no matter where that path leads," said Eric Kittner, CEO of Moneta, in a statement. "As our clients' lives and financial interests become more global, expanding our international capabilities was a natural evolution.”
The UK is a popular destination for Americans living overseas. The Association of Americans Resident Overseas estimates that, in 2023, there were over 325,000 Americans living in the U.K.
Set against this backdrop, RIAs have been ramping up their overseas expansion efforts. Echelon Partners’ 1Q 2026 RIA M&A Deal Report, released in May, found that cross-border activity gained momentum, with American firms targeting markets in Western Europe, Australia, and New Zealand. Those markets’ similarities to the U.S. wealth management environment, as well significant concentrations of mobile wealth and local professional services infrastructures are driving demand, according to Echelon Partners.
Underscoring this trend, Overland Park, Kansas-based mega-RIA Creative Planning acquired London-based Maseco earlier this year.
Other firms have also been ramping up their efforts around cross-border wealth management. Last year U.S. wealth manager Corient announced the addition of Stonehage Fleming and Stanhope Capital Group. The move aims to expand the company’s global reach and establish a presence in Europe, the Middle East, and Africa. Last month, Miami-based Corient announced the completion of the acquisitions, which take the company’s global assets to over $500 billion.
Also last month, Wealthspire’s Ground Control Business Management division acquired Arena Wealth, a business management firm that serves professional golfers in the U.K. The deal marked Ground Control’s second U.K. venture after its purchase of Clay GBP in October 2024.
Commonwealth Financial joins a number of firm that have recently cut jobs.
A slow drip of disclosures, an executive exit, and a stock that fell hard before the suit landed
New research finds unpaid caregivers are more likely to struggle with debt, lower savings and diminished retirement confidence than non-caregivers.
Large broker-dealers and registered investment advisors have, since 2020, been developing or sticking to strategies and tactics to combat the pain of intense, short-term market volatility
Centaurus Financial touts its independence as a key selling point at a time when many firms are being swallowed up.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
