Bolton Annual Advisor Conference held at Four Seasons Miami – Citywire Event Photos View Article
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News & Announcements
Morgan Stanley Advisor Joins Bolton’s New York City Office
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October 18, 2018
Nicolas Schreiber has joined Bolton Global Capital's New York City office. Schreiber, formerly with Morgan Stanley, manages $180 million in client assets. His international clientele includes high net worth individuals...
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Bolton recruits $180m Morgan Stanley advisor in NYC
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October 17, 2018
An international Morgan Stanley advisor with $180 million in client assets has joined Bolton Global Capital’s network of independent advisors in New York, Citywire Americas can reveal. Nicolas Schreiber left…
Bolton opens NYC office on Fifth Avenue
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July 18, 2018
Bolton Global Capital is set to launch a new midtown Manhattan office as it plans to recruit at least three more teams in New York City by the end of…
$450 Million AUM Advisor joins Bolton Global Capital
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June 5, 2018
Bolton Global Capital is pleased to announce that Kevin Neagle formerly of Julius Baer has joined the firm. Mr. Neagle has over 30 years experience in the wealth management industry…
Bolton CEO banks on $10B goal with more hires planned
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May 8, 2018
Bolton Global Capital boss Ray Grenier is aiming to boost his group’s assets under management to $10 billion in the next two years and sees the potential for growth in the offshore market…
Bolton hires $220m Merrill Lynch advisor
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April 23, 2018
Independent broker-dealer Bolton Global Capital has hired Ricardo Quiros from Merrill Lynch’s Weston, Florida office. Quiros, who left Merrill Lynch on Friday, managed $220 million in assets for ultra-high net…
Bolton Adds New York City Team with USD 315 Million AUM
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January 5, 2018
Bolton Global is pleased to announce the addition of a New York City based team with more than US$ 315 million in client assets. Adelfa Rosario and Michael Dejena, formerly with Safra Securities and Safra Asset…
Bolton Global Capital recruits $315m ex-RBC duo
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December 20, 2017
Two veteran RBC advisors have joined independent broker-dealer Bolton Global Capital following a brief spell with Safra National Bank of New York. Michael Dejana and Adelfa Rosario launched AiM Fidelis Wealth Solutions…
Bolton continues NYC expansion with $550m Morgan Stanley team
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September 1, 2017
Independent broker-dealer Bolton Global Capital has ramped up its expansion in New York City with the addition of Morgan Stanley international advisors Ruben Lerner and Manuel Uranga. After nine years…
Ruben Lerner and Manuel Uranga Join Bolton’s New York Team
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September 1, 2017
Independent broker-dealer Bolton Global Capital has ramped up its expansion in New York City with the addition of Morgan Stanley international advisors Ruben Lerner and Manuel Uranga. After nine years as managing directors at Morgan Stanley, where…
Morgan Stanley, Merrill Teams Jump to Indie Firms in NY and AZ
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August 29, 2017
Two sizable wirehouse brokerage teams this week announced their move to so-called independent firms, with one citing more restrictive retirement account policies at their old firm as motivation for the…
