Financial Intermediaries benefit from the following

Multi-asset class

Offer access to global equities, fixed income, whole of market mutual funds and hedge funds

Cash management

Client Money is managed in the Investors' currency of choice


Ability for Investors to borrow against the market value of qualified securities for investment, personal or business reasons

Product wraps

Leverage Credo as ISA manager; and access a network of wrapper providers, including SIPP, Onshore Bonds and Offshore Bonds


Support Investors' currency preferences where cash management and performance reporting is reflected in the Investors' currency of choice


Access is also provided to an Offshore custodian, should this be required

Our Solutions

Credo's platform includes the following solutions, allowing Financial Intermediaries to provide a holistic wealth management service to their clients:

Multi-Asset Class
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Funds (incl. ETFs, VCTs & Hedge Funds)
  • Cash (incl. Money Market Sweep & Lending)
Product Wraps
  • ISAs
  • Pensions (SIPPs & SSAS)
  • Onshore & Offshore Bonds
  • Offshore Trust, Company & Fiduciary Services
Financial Management Tools & Reporting
  • Research
  • Client Relationship Management
  • Portfolio Modelling
  • White-labelled Investor & Tax Reporting
Technology Solutions
  • MyCredo (professional manager)
  • MyCredo Invest (white-labelled Investor Portal)
  • Data Service (API interface solution to third party systems)
Trading Services
  • Highly-sophisticated and near real-time trading and execution system
  • Access to over 60 markets and various instruments
  • Support for all order types
  • Member of the London Stock Exchange and the NEX Exchange
  • Direct Market Access
  • Trading Commission processing, disclosure and collection support
  • Electronic Contract Notes

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  • Over 60 markets
  • UK or offshore custodian

Business Models

Credo provides Wealth Solutions to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms and Family Offices in the UK, Channel Islands, Europe, Australia and South Africa.

We offer two business models that provides Financial Intermediaries with flexibility to choose the model that suits their particular circumstances and Credo further supports the migration between business models as your business needs evolve and mature:

Regulatory Umbrella
Contracting party Regulated entity Regulated entity via Principal
Branding White-labelled White-labelled
'as a trade name of Principal
utilised under an exclusive license'
- Individual
- FCA Registration
Regulated entity Principal, as regulated entity
- Compliance
- Supervision / Monitoring
Regulated entity Principal, as regulated entity
- PI cover
Entity responsible for own PI Entity responsible for own PI
Regulated entity TOB Principal TOB
- Client of
Regulated entity Regulated entity via Principal
Premises Client decision Client decision
Pricing Model Service based Service based

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