Equities

Offering institutional investors differentiated, research-driven equity products with a dedication to value and servi

Equity Sales & Trading

An experienced team of salespeople and traders working with our analysts to provide timely information to clients worldwide.

The institutional equity sales and trading group is responsible for delivering Stifel’s award-winning research, banking, corporate access, and other products to clients worldwide. Through our team of experienced professionals, we cover all major markets in North America and Europe. We place particular emphasis on differentiated, research-driven products, and pride ourselves on offering exceptional service with unparalleled value.

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Equity Sales

The Stifel institutional equity sales force is responsible for the timely delivery of our firm’s award-winning research, banking, corporate access, and other products to clients throughout the United States, Canada and Europe and parts of Asia and Australia as well. Our 90 person team is led by experienced professionals with offices in all major markets in North America and Europe.

We also feature a growing sector specialist effort, offering enhanced insights on key sectors including energy, healthcare, industrials, and technology. Our international equities team focuses on timely delivery of Stifel’s European product suite across the globe.

Equity Trading

Stifel’s experienced global equity trading team consists of coverage and sector traders in key global financial centers throughout the United States, United Kingdom, Europe and Canada. With over 7.3 billion shares traded in the US, over 1.8 billion shares traded in Canada, and over $41 billion in value executed in the UK/Europe in 2021, we offer competitive solutions in block trading, portfolio and algorithmic trading, ETFs, commission sharing arrangements, options trading, and convertible & preferred trading.

With a primary focus on best execution, we operate solely for the interest of our clients with no proprietary trading. Stifel is also the only U.S. regional broker to operate its own Alternative Trading System (ATS), offering institutional clients unprecedented access to Stifel’s retail flow.

Corporate Solutions

Stifel Europe is a one-stop shop personal corporate broker, supporting corporates in all matters relating to equity capital markets. Our key services include: support and development for all topics related to capital markets, development of the equity story, investor feedback, research coverage, and cross-shareholder analysis. We also provide specialized support in matters relating to German indices.

Stifel offers state-of-the-art designated sponsoring services through our team of experienced professionals.

Corporate Access

Our non-deal roadshows and conferences are designed to connect and build relationships between our global corporate management contacts and an audience of quality investors throughout Europe, UK and North America. Field trips and expert access complete the service offering, whether in a physical or virtual setting.

The Investor Relations team at Stifel is the liaison between Stifel’s Corporate Broking and Brokerage clients, their existing shareholders, and potential investors. Our IR services facilitate a broader understanding of a company’s business, financials, and corporate governance. The team also enables us to provide clear and comprehensive feedback from the investment community to our clients.

Conferences & Events

Stifel Financial Corp Forms Strategic Partnership with BX+ to Enter the Mexican Capital Market

As Stifel Financial Corp has not yet obtained direct registration with the Mexican Stock Exchange (BMV), the firm has established a strategic partnership with leading local financial institution BX+. This collaboration leverages BX+’s deep market experience and regulatory credentials to secure access to the Mexican market and conduct securities trading.

As part of the partnership, Stifel Financial Corp and BX+ are jointly developing a dedicated securities trading platform designed to provide Mexican investors with a secure, convenient channel for international equity transactions. Through this platform, investors will be able to trade not only in the Mexican market but also gain direct access to global markets. This approach ensures compliance and transparency while opening the door for Mexican investors to diversify their portfolios internationally and meet the growing demand for global investment opportunities.

The rationale behind this initiative lies in the rapid rise of Mexico’s middle class, which has fueled significant growth in consumer spending and financial services demand. Recognizing the long-term advantages presented by this demographic and economic shift, Stifel Financial Corp is committed to a deeper presence in Mexico, leveraging BX+’s local network and market expertise to maximize the opportunity.

To further strengthen investor education and market guidance, Stifel Financial Corp and BX+ have invited renowned economist Barry Bannister to serve as a market mentor for Mexico. With his extensive international market experience, Professor Bannister will provide professional insights to help local investors expand their global perspective and investment capabilities.

Through this strategic collaboration, Stifel Financial Corp aims to guide Mexican investors toward broader participation in international capital markets—particularly the U.S. equity market—facilitating two-way capital flows and achieving long-term mutual growth.

Learn more about the Stifel Cross Sector Insight Conference, our signature event

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