Corporate Executive Services

To meet the diversification and liquidity needs of affluent and high-net-worth clients, our Corporate Executive Services team provides support for:

Employee Stock Options
Rule 10b5-1 trading Plans
Rule 144 Restricted and Control Stock Transactions

The team also offers strategies to assist investors with concentrated equity holdings to reduce their portfolio risk, hedge against market volatility and increase liquidity using our credit and lending capabilities.

Corporate Executive Services

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BNY Mellon Global Markets

Market Insights

Bolton Global Capital is not a subsidiary or division of BNY Mellon or Pershing and has no relationship to either company other than offering clearing and custody services provided by Pershing to Bolton customers on a fully disclosed basis.

Economic Newsletter

A new edition of the World Economic Outlook (WEO), produced quarterly by the staff of the International Monetary Fund (IMF), was released mid-October: The IMF projects that the global economy will grow 5.9 percent this year (0.1 percentage point lower...

Monthly Market Report

Although it is yet uncertain whether the geopolitical situation will be clearly and fairly resolved, markets chose to focus on a positive angle and on "good intentions", testing a rebound that drove March to end in positive territory and reducing...

Macro Outlook

LatAm ConsultUs Macro Outlook for equities, fixed income, commodities and cash.

Politics Newsletter

“It is not sustainable." The World Health Organization’s director general, Tedros Adhanom Ghebreyesus, summed up with these words what the health agency concluded on the anti-COVID policy of the Chinese authorities which is shaking the world economy. Surely many of...

Corporate Executive Services