A Merrill Lynch adviser who managed $125 million in client assets left the wirehouse to go independent with help from Bolton Global Capital, a spokeswoman said. Samuel Nunez joined TransAtlantic…
As Merrill Lynch pulls the rug on much of its business with non-U.S. resident retail clients, smaller firms continue to welcome the clients and brokers Merrill has abandoned. Bolton Global Capital, a…
Bolton Global Capital has hired two more advisors from Merrill Lynch as the broker-dealer continues to benefit from the ongoing exodus from the wealth management giant’s international desk, Citywire Americas can reveal. Samuel Nunez,…
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 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…
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…
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
