Compardo, Wienstroer & Janes | Moneta
Your life doesn’t stop at a border. Your financial advice shouldn’t either.
Whether you’ve relocated abroad, split your time between countries, built a family with ties on both sides of the Atlantic, or oversee a family office with international holdings, navigating multiple financial systems can quickly become overwhelming. Too often, it means coordinating separate advisors who each understand only part of your financial picture.
Today, we’re pleased to share an important step forward.
Moneta has launched Moneta Global Wealth Ltd, our London-based wealth management practice in partnership with Thomson Tyndall. This expansion strengthens our ability to serve clients whose lives, families, and wealth extend beyond the United States.
What this means for you
This isn’t simply a new office. It’s an expansion of the advice and resources available to you.
For globally mobile individuals and families, you now have access to a coordinated team with expertise spanning both the U.S. and the U.K., bringing greater continuity across every aspect of your financial life.
That includes:
- Cross-border financial planning designed around your life and not limited by one country’s rules.
- Investment management that considers both U.S. and U.K. account structures and planning opportunities.
- Coordinated tax and estate planning that helps reduce gaps between jurisdictions.
- Guidance on currency considerations, regulatory differences, and other cross-border complexities as part of an integrated plan.
For family offices, this partnership gives you a direct line into the U.S. market. You’ll gain access to Moneta’s scale, resources, and deep expertise in U.S. investment management, tax, and fiduciary practices, paired with a London-based team that understands the realities of operating across both markets. The result is a single relationship that gives your family office disciplined, well-governed access to U.S. opportunities, without having to build that expertise in-house or manage it through multiple disconnected providers.
Looking ahead
This marks the beginning of a long-term investment in serving internationally connected clients and families.
Whether you’re planning a move abroad, managing wealth across multiple countries, or leading a family office with global interests, we’re committed to providing advice that is coordinated, thoughtful, and designed for the realities of cross-border wealth.
To learn more about this announcement, read our full press release here: Moneta Strengthens International Client Services, Partners with Thomson Tyndall.
Disclosure
© 2026 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
