News & Announcements – Bolton Global Capital

Bolton bolsters advisor platform with ‘game-changer’ AI tool

By paulina garcia

CityWire Americas, News - May 29, 2024

The independent wealth firm's advisors will now have access to Wealth Management GPT, a provide of AI-driven business management tools. Bolton Global Capital has partnered with Wealth Management GPT to...

Bolton recruits $300m int’l advisor for Miami biz

By paulina garcia

CityWire, News - May 22, 2024

A 25-year industry veteran, Bolton's latest advisor recruit has joined from Miami-based wealth shop Cardea Capital. Bolton Global Capital has bolstered its Miami advisor network with the addition of a...

$200M AUM Morgan Stanley International Advisor Joins Bolton

By paulina garcia

CityWire Americas, News - April 10, 2024

Ricardo Sucre had been at the wirehouse for around 10 years and is joining a 'top producing team', according to a Bolton announcement. Bolton Global Capital has recruited another international...

Bolton hires two industry vets for senior Miami and recruitment roles

By pvelasquez

News - February 29, 2024

The independent wealth firm has hired Doug Flaherty and Ricardo Morean for two senior positions. Bolton Global Capital has recruited two seasoned executives to bolster its leadership team, the group...

Bolton recruits $200m Morgan Stanley int’l advisor duo

By pvelasquez

News - October 4, 2023

Bolton Global Capital has strengthened its international advisor network with yet more hires from Morgan Stanley Wealth Management. Dante Neyra and Conny De La Torre (pictured) joined independent broker-dealer and...

$300m Morgan Stanley int’l advisor joins Bolton

By pvelasquez

News - September 18, 2023

Bolton Global Capital has recruited a senior Morgan Stanley international advisor for its office in Miami, the firm announced Monday. Ernesto Cucalon joined the independent broker-dealer and RIA earlier this...

Bolton’s Helliwell on time-wasting PMs

By pvelasquez

Client Relationships, Research and Practice Management - August 4, 2023

The independent wealth manager firm's Diana Helliwell talks about dealing with nervous clients and shines a light on an impactful PM meeting. Name: Diana Helliwell Title: Investment strategist Company: Bolton...

Morgan International Advisor exits to join Bolton in Miami

By pvelasquez

News - July 24, 2023

Bolton Global Capital has recruited an international advisor from Morgan Stanley for its burgeoning team in Miami, the group announced Thurday. Ivan Palacino joined the independen broker-dealer this week after...

Two Morgan int’l advisors join Bolton, Raymond James

By paulina garcia

News - June 6, 2023

Eduardo Cardenas and Jack Cohen had worked at the wirehouse close to eight years with the former running a book of more than $150m for Latin American clients. The exits...

Morgan Miami advisors with combined $600m book exit for Alex. Brown, Bolton

By paulina garcia

CityWire, News - June 5, 2023

Eva Marina Ovejero and Sergio Sotolongo ran books of $500m and $100m respectively for clients in Latin America while at the wirehouse. Morgan Stanley Wealth Management has lost two more...

Bolton Launches new Digital Platform for Private Markets

By pvelasquez

Learning Center, News, Products and Services, Technology, Wealth Management - April 28, 2023

Bolton Global Capital and iCapital® Partner to Enhance Access to Private Markets for LATAM and US Clients Bolton Global Capital, a leading independent wealth management firm, and iCapital, the global fintech platform…

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...