News – Page 2 – Bolton Global Capital

Bolton partners with $153bn alts platform iCapital

By pvelasquez

News, Research and Practice Management, Technology, Wealth Management - April 20, 2023

Bolton Global Capital has joined forces with iCapital to provide its network of financial advisors access to the alternatives investment platform’s wide range of private market products, the group announced...

$200m Citi Miami advisor exits to join Bolton

By pvelasquez

News - April 19, 2023

Enrique Ortega had been at Citi for almost a decade and covered clients in Latin America. Bolton Global Capital has recruited an international advisor from Citi Global Wealth Management for...

Bolton Recruits New Advisor

By pvelasquez

News - December 1, 2022

Bolton Global Capital is continuing to recruit new Advisor talent in the Miami market. The firm has announced that Arturo Hierro, most recently of Loyola Asset Management, has joined the...

Bolton Recruits Former Merrill Lynch Advisor with $130 Million AUM

By Matt Beals

News - August 11, 2022

Bolton Global Capital has announced that Raul Rohr, a former Merrill Lynch advisor who manages $130 million in client assets, has joined the independent broker dealer. Mr. Rohr has over 12 years of industry experience, most...

Bolton Expands South Florida Footprint with Opening of Weston Office

By Matt Beals

News - July 26, 2022

Bolton Global Capital is expanding the firm’s presence in South Florida with the completion of its office complex in Weston. This branch was developed to serve as a workplace for financial advisors...

Eli Butnaru joins Bolton Global

By Matt Beals

News - July 25, 2022

Bolton Global Capital has recruited offshore wealth management veteran Eli Butnaru as a managing director and advisor for its office in Miami, Citywire has learned. The independent broker-dealer and RIA...

Bolton cuts advisor fees with managed accounts platform deal

By Matt Beals

News - May 4, 2022

Bolton Global Capital has reduced the fees it charges its network of advisors after signing on to Pershing’s managed accounts platform. The independent broker-dealer and RIA was able to bring...

Bolton launches Family Office Concierge platform

By Matt Beals

News - April 28, 2022

Bolton Global Capital has launched a new platform that aims to provide a family-office-style service to its network of advisors and clients. From securing tickets to sold-out events to immigration...

Bolton hires Citicorp Executive as Head of Business Development

By Matt Beals

News - February 14, 2022

Bolton Global Capital has announced the hiring of Michael Averett as the Head of Business Development. He will also serve as a member of the firm’s Executive Committee and as the Complex Manager...

Bolton adds $1.6 Billion from Wells Fargo Teams

By Matt Beals

News - September 16, 2021

Bolton Global Capital has added a slew of advisors to its international wealth management business from Wells Fargo in recent months, increasing its total assets under management by roughly $1.6bn,…

Bolton Global Capital is not a subsidiary or division of BNY Mellon Corporation or BNY Mellon Pershing and has no relationship to either company other than offering clearing and custody services provided by BNY Mellon Pershing to Bolton Global Capital customers on a fully disclosed basis. Bolton0012