Financial Intermediaries

Credo's Wealth Outsourcing Solutions are suited to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and Family Offices looking for a trusted partner.

Credo offers Financial Intermediaries access to a Wealth Platform with whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody (onshore & offshore), white-labelled Investor reporting, an online Investor portal and support for 20+ currencies. A range of Investment Solutions which includes Actively Managed Funds, Managed Portfolio Services and Bespoke Discretionary Management service is also available.

Our platform currently supports more than 21 Financial Intermediaries, with Assets under Custody in excess of £1.6bn, representing over 5,100 Investors.

Check out our main services for Financial Intermediaries.

PDF Download our Financial Intermediaries brochure

 

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