In today’s market, you need a partner with a reputation of commitment, long-term support, and deep and liquid financial strength. Wells Fargo understands the unique needs of alternative asset managers and delivers a full suite of prime brokerage services to support your success.
We designed our platform with the flexibility and scope to meet the complex and evolving needs of today’s managers. Our services allow us to support funds of all sizes, from emerging to large institutional, with integrated financing, technology, operations, and custody solutions.
Our multi-asset class platform, industry expertise, client service and customized services, help our customers effectively manage their business with:
Through their equity finance relationship, our customers gain access to the complete capabilities of Wells Fargo, one of the largest and best-capitalized financial institutions, including a strong liquidity and financing platform, market-leading investment banking services, award-winning research, timely market color, corporate access, and trading services.
Business consulting services include:
By leveraging our knowledge of industry service providers we aim to facilitate key introductions and discussions with the goal of achieving the right operational fit for our customers’ business.
Our team of experienced Capital Introduction specialists connects you with investors to keep you at the forefront of investment trends. We maintain dialogue with the full spectrum of hedge fund investors, including family offices, funds of funds, managed account platforms, consultants, endowments, foundations, and public and private pensions.
Our process begins with an in-depth consultative review of your firm’s marketing and capital-raising strategies. We take the time to develop a deep understanding of where your business is today and what your goals are for tomorrow, and then tailor capital-introduction strategies to meet your specific needs.
Our team will work with you to:
Whether you handle marketing internally or rely on third parties, we can supplement your efforts, ideas, and resources.
Download our Manager Marketing Toolkit (PDF).
Our market-leading technology platforms, COMPASS® and SHARP, deliver comprehensive risk and reporting solutions, and provide access to powerful features including real-time performance and reporting analytics, position monitoring, and risk management metrics.
Wells Fargo COMPASS is our performance and reporting platform providing real-time intraday performance and key portfolio analytics that enable managers to effectively manage risk within their portfolios with:
Wells Fargo SHARP consolidates multiple prime brokerage or custodian relationships into a single, customizable web-based reporting platform, featuring our exclusive Shadow, Attribution, Risk and Performance reporting technology comprised of:
Wells Fargo Corporate & Investment Banking (CIB) and Wells Fargo Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo Prime Services, LLC, member of FINRA, NFA and SIPC, and Wells Fargo Bank, N.A., member NFA and swap dealer registered with the CFTC and security-based swap dealer registered with the SEC, member FDIC. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC, are distinct entities from affiliated banks and thrifts.
LRC-0721
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