News – Page 3 – Bolton Global Capital

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 recruits $160M Miami advisor

By Matt Beals

News - June 2, 2021

Bolton Global Capital has recruited a $160m Latin American-focused advisor from Crédit Agricole’s former Miami subsidiary Indosuez Wealth Management. Marcos Solanet, who caters to clients based in Argentina and Uruguay,...

Bolton bags $1bn Miami-area Wells Fargo advisor team

By Matt Beals

News - February 10, 2021

Bolton Global Capital has recruited a $1bn team of international advisors from Wells Fargo to join its independent network, becoming one of the first teams from the wirehouse to officially...

Bolton Profiled in Funds Society Cover Story – English Version

By Matt Beals

News - June 28, 2020

Bolton Profiled in Funds Society Cover Story (click here to access the full article) Bolton, When Your Job is to Increase Profits for the Independent Advisor Bolton has been progressing…

XP Miami advisor breaks away to join Bolton network

By Matt Beals

News - April 27, 2020

XP Securities financial advisor Otávio Sardinha has left the Brazilian firm’s Miami-based business to set up his own shop on Bolton Global Capital’s independent advisory platform. Sardinha had been with…

Another Morgan Stanley Advisor joins Bolton Global

By Matt Beals

News - March 10, 2020

Bolton Global Capital announced that Gonzalo Canelas has joined the firm in New York He will be moving to the firm’s office at the Four Seasons Tower in Miami later...

Morgan Stanley LatAm advisor exits to join Bolton network

By Matt Beals

News - March 6, 2020

Morgan Stanley international advisor Gonzalo Canelas has left the wirehouse’s New York-based business to launch his own independent firm on the Bolton Global Capital network. Canelas had been at Morgan...

Morgan Stanley LatAm advisor breaks away to join Bolton network

By Matt Beals

News - November 7, 2019

Morgan Stanley international advisor Randy Caruso-Reynoso has left the wirehouse to launch his own advisory firm on Bolton Global Capital’s independent platform. Caruso-Reynoso had been with Morgan Stanley for nine...

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