Welcome to CREDOPrivate Clients Financial Intermediaries
Credo is a global independent wealth management business that has been in existence since 1998 and employs over 100 staff. The group has assets under custody in excess of £4.3bn (£1.2bn of which is under management), represented by over 7,000 client accounts.
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 both Private and Financial Intermediary Clients.
Credo is majority owned by senior management, many of whom have been with the group for more than 20 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 and South Africa.
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.
For Financial Intermediaries
We offer Financial Intermediaries access to a 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.