• Welcome to Credo Group

    We build lasting relationships based on trust

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    The most advanced and efficient technology platform

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  • CredoNews

    Credo publishes the Autumn 2014 edition

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£1.4bn

assets
under administration

3,500

client
accounts

70

skilled
staff

CREDO
 

Why Credo?

Credo is an international independent wealth management business that has been in existence since 1998. The group has assets under administration in excess of £1.4bn, represented by 3,500 client accounts and employs over 70 skilled staff.

The principles that form the cornerstones of our business are to provide our clients with personal service; focus on long-term success; and to build relationships based on trust. This results in meaningful and lasting partnerships with our clients.

The Credo Group is majority owned by senior management, many of whom have been with the group for more than ten years. We are proud of our independence and the ability it gives us to create successful partnerships and to do business in a way that best suits our clients.

We have offices in the United Kingdom, Switzerland, South Africa, Bermuda and the BVI, with associated offices in Australia and Luxembourg.

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Personalised Wealth Management
 

For Private Clients

Creating and preserving wealth for future generations is a different journey for each client.

At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact within the Group. Your Relationship Manager will guide you through the Credo investment process, including understanding your investment objectives, risk profile and financial needs.

Wealth Outsourcing Solutions
 

For Financial Intermediaries

Credo's Wealth Outsourcing Solutions are suited to financial intermediaries, including wealth managers, financial advisory firms, trust companies and family offices looking for a trusted partner.

Credo offers financial intermediaries access to a platform with whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody, white-labelled investor reporting and an online investor portal. If required, financial intermediaries can also access Credo's managed portfolio service.

MyCredo

With an in-house technology team that has developed and worked on the MyCredo web-based platform for over a decade, Credo has one of the most advanced and efficient technology platforms available.



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