For the past 40 years, Bolton has provided independent advice to assist clients in growing and preserving their wealth through generations and realizing their aspirations. We focus on creating solutions for clients to achieve their lifetime goals.
Clients can hold portfolios in more than 45 currencies and execute trades in more than 60 global markets. Clients also have access to a full suite of specialized financial products tailored to foreign investors.
Client accounts are held and securities cleared through BNY Mellon Pershing. As the oldest US bank, founded by Alexander Hamilton in 1784, BNY Mellon is the world’s largest custodian with $46 trillion in assets under custody. BNY Mellon Pershing has over $2 Trillion in global client assets.
*Figures as of October. 2024
Access BNY Mellon’s perspectives on financial markets,
macro-economic trends and geopolitical issues impacting investors.
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.
Una vez que haya establecido los objetivos más importantes en su vida, nuestros asesores financieros independientes pueden ayudarlo a alcanzarlos. Llevamos más de 35 años trabajando con individuos, familias, empresas e instituciones para ofrecer servicios y soluciones que ayuden a crear, preservar y gestionar su patrimonio. Al comprender las aspiraciones de nuestros clientes, desarrollamos estrategias financieras globales y realizamos ajustes regulares en función de las condiciones cambiantes, a fin de garantizar que seguimos por el camino correcto. Ayudamos a individuos y familias a incrementar y conservar su patrimonio a lo largo de los ciclos del mercado y de las generaciones.
Bolton has established a proprietary network of over 500 Best in Class service providers to address the unique needs of successful individuals and their families. Your financial advisor can assist you across a broad range of services to plan, coordinate and implement your personal and business objectives and enhance your lifestyle experiences. These include legal and other professional services, real estate and property management, special event planning and booking as well as premium travel.
For issues involving international taxation, trust and business structures, private banking. accounting, bookkeeping, outsourced corporate services, regulation and enforcement, immigration.
Architectural and design services, construction contracting, property maintenance, landscaping, electrical, plumbing, painting and handyman services, cleaning, moving and storage, bill payment, insurance.
Event planning, venue selection, premium catering, tickets for high demand events, celebrity entertainment, VIP experiences.
Premium private transportation, exotic destination booking, luxury rentals, top ranked restaurant reservations, emergency medical services.
Nuestros asesores financieros pueden ayudar a los clientes a encontrar a los mejores profesionales en nuestra red de Family Office Concierge a fin de encontrar soluciones personalizadas que respondan a sus necesidades financieras y de estilo de vida.
Perspectiva Macro de LatAm ConsultUs para acciones, renta fija, materias primas y efectivo.
Lea la información y los conocimientos del mercado más recientes de BNY Mellon.
Actualizaciones sobre acciones, renta fija, materias primas y divisas.
Descripción general de la política proporcionada por líderes de opinión clave.
Bolton Global Capital no es una subsidiaria o división de BNY Mellon Corporation o BNY Mellon Pershing y no tiene ninguna relación con ninguna de las compañías más allá de ofrecer servicios de compensación y custodia proporcionados por BNY Mellon Pershing a los clientes de Bolton Global Capital de forma totalmente divulgada. Bolton0012
