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...
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News & Announcements
Bolton Launches new Digital Platform for Private Markets
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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
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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...
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$200m Citi Miami advisor exits to join Bolton
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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...
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Bolton Recruits New Advisor
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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...
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Bolton Recruits Former Merrill Lynch Advisor with $130 Million AUM
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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...
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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...
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Eli Butnaru joins Bolton Global
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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...
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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...
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Bolton launches Family Office Concierge platform
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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...
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Bolton hires Citicorp Executive as Head of Business Development
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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...
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Bolton adds $1.6 Billion from Wells Fargo Teams
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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,…
