Wealth Platform

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

Lending

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

Multi-currency

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

Multi-custodian

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

Wealth Platform Brochure

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
QROPS & QNUPS

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

Click here for details.

Multi-Custodian

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:

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