Buyer's Guide
Wells Fargo
Business Model/TypeProprietary/non-proprietary
An investment outsourcing platform that offers proprietary products alongside non-proprietary products.
Year entered into OCIO business | 1932 |
Number of relationship managers/sales people | n/a |
Number of portfolio managers | n/a |
OCIO percentage of total firm revenue | n/a |
AUM full discretion | $28.4B |
Number of full discretionary clients | 3,872 |
Minimum OCIO mandate | $2M |
Number of Full Discretionary Clients by Region
United States | 3,872 |
Canada | 0 |
UK/Europe | 0 |
Other | 0 |