The future of Merrill Lynch Wealth Management’s international business is in question as it could lose up to $8 billion in assets under management as a result of cuts announced last…
Increasing numbers of advisors are leaving the wirehouse model to join independent firms who have built an infrastructure leveraging leading-edge technology tools. Bolton Global Capital, with headquarters in Massachusetts, is…
Bolton Global Capital announced that the Merrill Lynch team of Tanya Duarte and Archibaldo Vasquez has joined the firm’s Miami office. The team manages $225 million in client assets with $2.1 million in annual revenues…
Bolton Global Capital’s recruitment spree from Merrill Lynch Wealth Management continues with the recruitment of Tanya Duarte and Archibaldo Vasquez. The independent broker-dealer also revealed plans to hire additional wire…
Bolton Global Capital has recruited its fifth Merrill Lynch Wealth Management advisor since the Bank of America-owned wire house announced its plans to move upmarket. In the last year, Bolton, an…
Bolton Global Capital recently announced that Alex Astudillo has joined the firm’s Miami office. Alex held the position of Senior Vice President with Merrill Lynch where he worked for the past 14 years and built a…
Bolton Global Capital has recruited a $173 million team from Merrill Lynch Wealth Management’s Miami office, Citywire Americas can reveal. This is the firm’s fourth recruitment from the global wealth manager in the…
Bolton Global Capital has recruited a $160 million team from Merrill Lynch Wealth Management, its third recruitment from the global wealth manager in the last six months. Edilberto Moreno and…
As the clock ticks down on Merrill Lynch’s banishment of brokers who service anything but the largest accounts of non-U.S. citizens, several smaller broker-dealers are rushing in to grab the…
In addition to the departures which we announced a few days ago, those of Graciela Perez and Jorge Perez, partners in Merrill Lynch’s, The Perez Group, Albert Philion and Andres Brik, have also left the company…
Two international advisor teams worth a combined $655 million have left Merrill Lynch as the impact of its international wealth management business restructure takes hold, Citywire Americas has learned. The global wealth…
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
