CityWire Americas - September 16, 2021
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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, the firm revealed to Citywire Americas.
Since March, Bolton has hired 12 advisors from the wirehouse after it announced in January it was shuttering its international brokerage and wealth management business in September.
The bulk of the additions were made in its Weston, Florida offices in February when Bolton hired a seven-person international team from the wirehouse running $1bn. The team of advisors was one of the very first to exit Wells Fargo following its January announcement and included Felix Bosque, Andrei Santos, Rafael Sotillo, Norvin Ulloa, Leonardo Tedeschi, Jorge Aguerrevere and Ernesto Amengual.
Recent arrivals
The firm has also made four hires for its offices in the Miami Four Seasons Tower which had not been previously reported on, according to its CEO Ray Grenier.ADVERTISING
The four advisors ran over $650m in international client assets while at Wells Fargo of which a majority is from offshore clients in Latin America and Europe, said Grenier.
Joaquin Dupont and Federico Alonso were added to Bolton in March and August, respectively, to form the Dupont Alonso group in Miami. The two spent more than a decade at Wells Fargo, according to their BrokerCheck reports.
Additionally, advisors Mark Van Der Eijk and Jose Cano were onboarded in April and July, respectively, to Bolton’s offices in the Four Seasons Tower.
The firm also hired Erick Mejia earlier this year who is based in Washington D.C., according to Grenier. Eijk spent more than five years at Wells Fargo, Cano more than eight years and Mejia more than seven, according to BrokerCheck.
Grenier said that his firm would continue to make hires for its offshore wealth business.
‘We’re very growth-oriented in the international space and we see nothing but opportunities ahead of us,’ he added.