Equities and Investment Solutions

Comprehensive institutional equity sales, trading, and investment services

When you work with Wells Fargo you get the best of both worlds: access to the comprehensive resources and capabilities of a full-service brokerage firm and the high-touch service of a boutique investment house. Our equities sales, trading, and investment professionals provide market insights, customized investment options, and a range of execution strategies for issuing and investing customers.

Our integrated service model supports the trading, financing, liquidity access and market-making needs of institutional investors, corporates, and distributors and covers the full universe of U.S. stocks. Our continually expanding platform delivers a range of equity and equity-linked products and services with superior execution and a customer-centric focus.

Cash equities

We provide resources and services to leverage trade flows from one of the nation's largest distribution networks. This provides customers access to customized execution and support:

Equity derivatives

We offer the strategies and tools to help customers manage equity exposure, customize trading structures, and support specific strategies through:

  • Convertibles
  • Synthetics
  • Flow derivatives
  • Corporates
  • Structured products

We offer a variety of ways to manage equity risk.

Investment solutions

We work with you to express an investment view through a variety of investment vehicles including:

  • Structured notes, special-purpose vehicles, OTC contracts, and separate accounts

Our team has expertise across multiple disciplines, including capital markets and regulatory, and asset classes. Our expertise spans:

  • Equities, rates, foreign exchange, commodities, municipals, credit, and inflation

Market linked investments

Receive full or partial principal protection, if held to maturity, and the potential for an interest payment based on the performance of an underlying market measure. 

Prime Services

Our Prime Services team provides integrated financing, technology, operational and custody services supporting the needs of alternative asset managers from emerging to large institutional funds.

  • Integrated financing solutions
  • Technology and operational solutions
  • Capital introductions
  • Business consulting services
  • Risk management solutions
  • Outsourced trading

Corporate access

Our Corporate Access team provides customized services that bring together investors and management teams, cultivating information flow and developing relationship opportunities for both corporate clients and investors.