Bolton Advisor Conference 2026: key themes and highlights
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May 15, 2026
Bolton Global Capital highlights growth, AI adoption and cross-border trends at annual miami conference.
Bolton Outlines Strategy for Expanding UHNW Market Share
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May 15, 2026
More than 150 financial advisors from Bolton Global Capital participated in early May in the “2026 Bolton Advisor Conference” at the Four Seasons Hotel in Miami, an event held in…
Bolton Global Capital recruits veteran advisor in Miami
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April 30, 2026
Former BTG Pactual private banker Luiz Ottoni is the latest advisor to join its international platform.
Bolton Global Capital has announced the appointment of Alex Ampudia as a Senior Financial Advisor at the firm, strengthening its ability to serve ultra-high-net-worth (UHNW) investors in the United States and Latin…
The advisors who win are the ones that can listen to their clients
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March 19, 2026
Four industry leaders reveal why emotional intelligence, relentless consistency, and the courage to think like a CEO now matter more than product knowledge in the fight for Latin American wealth.
Bolton Turns 40 In The Middle Of A Leadership Change, Promising Continuity And Independence
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September 23, 2025
Bolton Global Capital celebrates its 40th anniversary, maintaining a unique business profile like no other: conservative yet creative, fiercely independent, and highly adaptable. Year after year, the business continues to grow and…
BOLTON GLOBAL CAPITAL WELCOMES $150 AUM ADVISORY TEAM LED BY SOFIA BUCAY AND MONICA CALABRESE
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September 2, 2025
Sofía Bucay and Monica Calabrese, an advisory team formerly of LifeInvest, join Bolton Global Capital in Miami. Bolton Global Capital has recruited a two-woman advisory team managing $150m in client…
Bolton’s 2025 Advisors Conference in Miami can be summed up with the following keywords: growth, strategy, and a culture of collaboration. Bolton’s executives announced an equity participation plan for financial advisors,...
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FORMER J.P MORGAN MANAGING DIRECTOR, VICTOR HERNANDES, PARTNERS WITH BOLTON GLOBAL TO LAUNCH NewEra Wealth FOR HIGH-NET-WORTH INVESTORS.
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March 13, 2025
Former J.P. Morgan Managing Director, Victor K. Hernandez, joins Bolton Global Capital and partners with the firm to launch NewEra Wealth for high-net-worth investors. Victor K. Hernandez, a former...
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