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Prime Brokerage Services

Recognized as a top 10 U.S. broker

In cost saving trading categories by Pensions & Investments (PDF*) and Institutional Investor (PDF*). Rankings based on State Street Global Exchange's Elkins/McSherry Arrival Price Universe.

Wells Fargo Prime Services’ open architecture platform offers the tools, methods, and resources to serve the complex needs of your business, whether you manage a single fund, multiple funds, or a group of fund managers.

You can take advantage of our broad suite of prime brokerage services and technology, including multi-prime and multi-custody services, advanced reporting and operational support, risk and aggregation solutions, trading, research, and capital introduction services.  

Wells Fargo PRIME®

The Wells Fargo PRIME platform provides best-of-breed technology, trading, and operational services including:
  • Multi-prime custody
  • Wells Fargo SHARP, our reporting and performance system
  • Real-time oversight and analytics with Wells Fargo COMPASS
  • Institutional operational support and coverage

Wells Fargo SHARP

Aggregate your portfolio across multiple accounts, prime brokers, or custodians and get customizable web-based reporting including:
  • Prime broker and custodian agnostic account aggregation
  • Customizable and integrated daily work flow
  • Full suite of historical portfolio reporting
  • Real-time oversight and analytics with Wells Fargo COMPASS

Wells Fargo COMPASS®

Get an in-depth view of your exposure, performance, and risk metrics with our real-time analytics platform providing:
  • Position monitors with trade activity and real-time market data
  • Multi-level portfolio views by hundreds of factors
  • Real-time metrics on performance, execution impact, and risk
  • Portfolio rebalancers and trade models

Capital Introduction

Our experienced capital introduction specialists help you find the right global investors for your fund and can:
  • Refine and articulate your message
  • Design strategic and efficient marketing plans
  • Execute introductions through a series of events, road shows, and targeted calling campaigns
Learn about our '40 Act Funds services.
Contact us to learn more about our prime brokerage services.
Read our Hedge Fund Best Practices guide or our white papers to learn from our prime brokerage experts.
 
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Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, a member of NYSE, FINRA, NFA and SIPC, Wells Fargo Institutional Securities, LLC, a member of FINRA and SIPC, Wells Fargo Prime Services, LLC, a member of FINRA, NFA and SIPC and Wells Fargo Bank, National Association. Wells Fargo Securities, LLC carries and provides clearing services for Wells Fargo Institutional Securities, LLC customer accounts.