Equities

We provide resources and services to leverage trade flows from one of the nation's largest distribution networks which allows our clients access to customized execution and support through:

• High-touch cash trading
• Exchange traded funds
• Program trading
• WATS® Equities Electronic Trading

Leverage progressive equity trading strategies, ample liquidity, and personalized service. Our platform provides diverse algorithmic solutions for navigating the evolving equity landscape, accessing exchanges, dark pools, and the Wells Fargo Liquidity Book. Benefit from dedicated teams providing coverage and consultation, backed by quantitative transaction cost analysis.  

Our strategies and tools can help manage equity exposure, customize trading structures, and support specific strategies for our clients through:

• Convertibles
• Flow derivatives/index and single stock options
• Structured derivatives
• Corporate derivatives/equity linked products
• Equity structured products

Our full-service prime brokerage features integrated financing, technology, operational and custody services supporting the needs of alternative asset managers via: 

• Financing
• Securities lending
• Quantitative services
• Client service
• Capital consulting
• Operational services
• Proprietary technology
• Reporting

Explore this emerging industry leader, offering a high-quality futures, options, and OTC derivatives platform to institutional customers and alternative asset managers around the world.

• Futures execution
• Market access
• Voice brokerage
• Electronic trading
• Futures clearing and cleared OTC swaps
• Clearing house access
• Efficient, automated workflows
• Web-based customer portal (derivative access)

As required by Commission rule 1.55, FCM disclosure to meet CFTC's Enhanced Customer Protection Rules for Futures Commission Merchants.

We partner with clients using a solutions-based approach, aligning risk/return profiles with products that meet your investment objectives.

Our flexibility allows us to create multiple strategies to deliver customized solutions via a variety of investment vehicles, to achieve the following goals:

• Enhanced yield
• Enhanced returns
• Absolute returns
• Principal protection 
• Partial principal protection
• Fixed-rate returns

We foster collaboration between investors and management teams through personalized service designed to enhance information flow and develop relationship opportunities for corporate clients and investors.

By working in concert with our sales trading, research, and investment banking teams, we harness the collective market expertise of our industry-leading capital markets platform. This enables us to leverage our knowledge and market depth for the benefit of our clients.

Learn more about our annual corporate access events >

Our award-winning Equity research teams provide analytical depth, industry knowledge, actionable and impactful insights to inform our clients' investment decisions. Partner with us to access analyst and expert insights and navigate the ever-evolving landscape of the equity markets. 

Learn more about our Equity research team and our annual conferences >