Transaction Services

  • Liability Management

    Through our Wells Fargo affiliates, you have access to lending products, including: Securities-based financing, Residential mortgages, Home equity financing, Business financing, Credit Cards.

  • Structured Solutions

    Cross-asset investment strategies that are designed for growth and yield enhancement and tailored over-the-counter derivatives solutions for risk management and liquidity of concentrated equity positions to implement tactical investment ideas.

  • Alternative Investments

    Global platform of non-traditional strategies and structures curated via a rigorous, robust and repeatable investment process across the liquidity spectrum.

  • Direct Investments

    Priority access to a universe of global direct investment opportunities across a broad range of sectors, regions, asset classes and structures, typically only available to institutional investors.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

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