Interview with Ray Grenier, Bolton CEO

Bolton, When Your Job is to Increase Profits for the Independent Advisor

Date:

Bolton, When Your Job is to Increase Profits for the Independent Advisor

Authors: Magdalena Martínez Vial

  1. Bolton has been progressing at an annual rate of 20% and although 2020 is shaping up to be a neutral year, by 2021 growth is already projected at between 15% to 20% or more
  2. According to Grenier, Bolton is currently the highest ranked independent company in terms of annual revenue and client assets per financial advisor
  3. Over two-thirds of the financial advisors working with Bolton come from Merrill Lynch and Morgan Stanley
  4. “Currently, Brazil is a strong growth area for Bolton, but there are opportunities to gain clients throughout Latin America”