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,…
XP Securities financial advisor Otávio Sardinha has left the Brazilian firm’s Miami-based business to set up his own shop on Bolton Global Capital’s independent advisory platform. Sardinha had been with…
Randall Caruso-Reynoso left Morgan Stanley to launch his firm, supported by Bolton Caruso’s business plan is to transition his global book of clients to BNY Mellon Pershing as custodian on…
An international Morgan Stanley advisor with $180 million in client assets has joined Bolton Global Capital’s network of independent advisors in New York, Citywire Americas can reveal. Nicolas Schreiber left…
Bolton Global is pleased to announce the addition of a New York City based team with more than US$ 315 million in client assets. Adelfa Rosario and Michael Dejena, formerly with Safra Securities and Safra Asset…
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 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.
