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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

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Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

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Corporate Client Services


Stifel provides a comprehensive service to our corporate clients:

Corporate Finance

Confidential advice based on experience and strong relationships with regulatory authorities
  • Qualified Sponsor, AIM NOMAD and Takeover Code, and Rule 3 Adviser
  • Regulatory guidance – FCA rules / Takeover Code / Investor guidelines
  • Liaison with UKLA, LSE, Takeover Panel, and investor committees
  • IPOs
  • Primary and Secondary transaction execution
  • M&A, takeovers, and bid defence
  • Capital restructuring & returns
  • Strategic reviews
  • Disposals & exits
  • MBOs & MBIs

Corporate Broking & Equity Capital Markets

Strategic and transactional advice based on first-hand market intelligence and experience in the sector
  • Capital markets execution – Placings / Open-offers / Rights Issues
  • Development and promotion of the investment proposition
  • Market intelligence based on strong institutional relationships and a thorough understanding of the sector
  • Strategic and marketing advice informed by a genuine understanding of the market and individual fund manager views
  • Share dealing and employee option exercise service

Investor Relations

A comprehensive understanding of the UK mid-cap investor universe
  • Investor targeting
  • Roadshow planning & investor profiling
  • Comprehensive roadshow feedback
  • Share register analysis