Buyer's Guide
Wells Fargo
Business Model/TypeProp/non-prop
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 | $32.7B |
| Number of full discretionary clients | 3,717 |
Discretionary assets by fund type
| Defined Benefit | |
| 401(k), 403(b), other DC | |
| Endowments/Foundations | |
| Health Care Pools* | |
| Other | |
| *Board designated, funded depreciation. | |