A Merrill Lynch adviser who oversaw $650 million in client assets left the wirehouse earlier this month to join Bolton Global Capital, his new employer said. Euclides Moreno generated $6.4…
Senior international financial advisor Euclides Moreno, head of one of Merrill Lynch Wealth Management’s top Miami teams, has left after 17 years with the firm, Citywire Americas can reveal. According to sources…
A JP Morgan Securities team that managed more than $200 million has joined Bolton Global Capital, according to the independent hybrid firm said. Agustin De Estrada and Manuel Lecour are…
Christian Felix has joined Bolton Global Capital. Felix, formerly with the Merrill Lynch office in Coral Gables, Florida, manages client assets worth more than $120 million. This latest transition continues Bolton’s success this year…
Bolton Global Capital is showing no signs of slowing down its recruitment drive after hiring yet another advisor from Merrill Lynch, Citywire Americas has learned. The Bolton, Massachusetts-based broker-dealer is continuing its offshore expansion with…
Former RBC Wealth Management director Ricardo Morean has joined Bolton Global Capital as its new business development head. Morean, who has worked across management teams at a number of international…
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,…
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…
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
