Bolton Global Capital has recruited its fifth Merrill Lynch Wealth Management advisor since the Bank of America-owned wire house announced its plans to move upmarket. In the last year, Bolton, an…
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Bolton Global Capital Adds a $173 Million Team
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May 31, 2016
Bolton Global Capital recently announced that Alex Astudillo has joined the firm’s Miami office. Alex held the position of Senior Vice President with Merrill Lynch where he worked for the past 14 years and built a…
Broker-dealer Bolton bags Merrill Lynch team
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May 31, 2016
Bolton Global Capital has recruited a $173 million team from Merrill Lynch Wealth Management’s Miami office, Citywire Americas can reveal. This is the firm’s fourth recruitment from the global wealth manager in the…
Bolton Global Capital has recruited a $160 million team from Merrill Lynch Wealth Management, its third recruitment from the global wealth manager in the last six months. Edilberto Moreno and…
Clients, Brokers Run to Smaller Firms as Merrill Gives Deadline on International Accounts
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May 4, 2016
As the clock ticks down on Merrill Lynch’s banishment of brokers who service anything but the largest accounts of non-U.S. citizens, several smaller broker-dealers are rushing in to grab the…
The Exodus of Merrill Lynch Professionals Towards Other Companies Continues
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November 24, 2015
In addition to the departures which we announced a few days ago, those of Graciela Perez and Jorge Perez, partners in Merrill Lynch’s, The Perez Group, Albert Philion and Andres Brik, have also left the company…
Two teams exit Merrill Lynch WM as global restructure bites
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November 12, 2015
Two international advisor teams worth a combined $655 million have left Merrill Lynch as the impact of its international wealth management business restructure takes hold, Citywire Americas has learned. The global wealth…
