News, Comment & Analysis results for Moneta

Compliance
October 14, 2026

Bank Of America Penalized For More Than $1.21 Billion In AML, Sanction Violations

Part of the case concerned apparent breaches of sanctions programs covering Iran, Russia, narcotics

Offshore
September 29, 2026

Sun Life Launches Bermuda Subsidiary To Offer Participating Life Policies

The group has set up a subsidiary in the island to sell participating whole life products to high

Investment Strategies
September 28, 2026

Wealth Managers React To US Treasury Sell-Off

After the US Treasury sell-off intensified last Thursday, pushing 10-year yields to 5.20 per cent

Investment Strategies
September 17, 2026

US Fed Tightens Monetary Policy: Wealth Managers' Responses

The central bank hiked rates yesterday and, just as notably, its rate-setting committee did so

Surveys
September 14, 2026

Report Shows There Are 92,272 Bitcoin Millionaires

Henley & Partners, an international residence and citizenship advisory specialist, has released its

Investment Strategies
August 7, 2026

European Wealth Houses Still Like Equities, But Differences Emerge

Wealth managers think that equity markets have further to run thanks to strong earnings, resilient

Investment Strategies
August 4, 2026

Central Banks Hold Rates, Sparking Wealth Manager Reactions

After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and

Offshore
July 23, 2026

Moneta Group Joins UK's US Expat Market Bonanza

The US-registered investment advisor, which oversees more than $50 billion, has partnered with a UK

Client Affairs
June 22, 2026

Investment Managers React To Central Bank Rate Decisions

After the Bank of Japan hiked interest rates last week, while the Bank of England, the US Federal

Investment Strategies
June 15, 2026

Wealth Managers React After US, Iran End War

After the US and Iran agreed on a framework to end the conflict on Sunday evening, causing a drop

Comment & Analysis results for Moneta