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Private Wealth

Specialized services for institutions

A partner to help advance your mission

Customized investment, philanthropic, administrative, and banking solutions for your nonprofit organization — tailored to help maximize impact.

Strategic financial management for institutions

Your relationship team partners with your organization, streamlining investment, banking, and treasury services to align your mission with your financial needs and goals.

Institutional OCIO

Offered through Wells Fargo Bank , N. A.

Access discretionary investment management and specialized services designed to help meet day-to-day needs and long-term goals. Dedicated professionals work in an institutional fiduciary capacity to deliver customized investment management strategies aimed at achieving your mission.

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Philanthropic Services

Offered through Wells Fargo Bank , N. A.

Our philanthropic advisors collaborate with investment specialists to help deliver holistic solutions that support your organization’s endowment management, governance, and operations — all aligned with your mission and values.

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Institutional Banking

Offered through Wells Fargo & Company

Leverage Wells Fargo’s full suite of financial services, from banking and lending to treasury and payment solutions.

Wealth & Investment Management insights

Explore our latest articles and in-depth research

State of the Markets
Join our Monthly Roundtable investor call for a discussion of critical events moving the markets

How to participate

Alternative thinking
Learn how alternative investments can help diversify or complement a traditional portfolio.

Read the report

Let's connect

To learn more about our specialized services for institutions, contact your relationship manager.

Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Commercial Banking products and services are provided by Wells Fargo Bank, N.A. and its subsidiaries and affiliates. Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, is not liable or responsible for obligations of its affiliates. Deposits held in non-U.S. branches are not FDIC insured. Products and services require credit approval.

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.

Deposit products provided by Wells Fargo Bank, N.A., Member FDIC. Deposit insurance only protects against the failure of an insured depository institution and is subject to FDIC rules, including pass-through coverage which requires certain conditions to be satisfied.