Institutional Investor Services

Focusing on the needs of alternative asset managers and institutional customers

An integrated financing and operational platform

Institutional Investor Services delivers the financial and technological solutions to help alternative asset managers and other institutional customers execute their investment strategies, mitigate their risk, and grow their assets through coordinated prime brokerage services, clearing and execution services, and fund administration and operational solutions.

As part of Wells Fargo, one of the strongest and best-capitalized banks in the world, we deliver the full resources of a best-in-class financial institution and offer unique insights, from product teams through senior leadership, to help managers capture market opportunities and become efficient while growing assets.

A partner to grow with

We understand that alternative asset managers face unique challenges and recognize that a successful partnership requires the blending of two cultures. That is why we customize our approach and focus on building long-term relationships with our customers in order to create and deliver the solutions needed to support their growth objectives and liquidity needs.

Wells Fargo Prime Services offers a comprehensive set of prime brokerage services and solutions for alternative asset managers. Through our multi-asset class platform we help managers meet their operational and financial goals with:

Prime Services

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

Global Exchange Traded Services

Global Exchange Traded Services is an emerging industry leader offering a high-quality futures, options and OTC derivatives platform to institutional customers and alternative asset managers around the world. Supported by a high-touch service model and staffed by industry experts we offer:

  • Direct market access and third-party algorithmic trading strategies for self-execution of futures and options
  • Customized clearing services
  • “High-touch” voice brokerage for futures and options
  • Single point of contact across products