Financial Intermediaries

Wealth Platform

Credo Wealth Solutions' platform allows Financial Intermediaries, including Wealth Managers, Financial Advisory Firms and Family Offices to provide a holistic wealth management service to their investors.

Investment Solutions

Credo offers various investment solutions, including funds, multi-asset portfolios, equity portfolios and fixed income portfolios, which allows Financial Intermediaries to acquire and strengthen relationships with their Investors.

Trading Services

Financial Intermediaries and their Investors have access to a highly-sophisticated and near real-time trading and execution system. They can trade in over 60 markets and in various instruments, including equities, fixed income, mutual funds, hedge funds, exchange traded funds, private equity funds and currencies.

Technology Solutions

Credo provides cutting edge technology solutions that meet the needs of Financial Intermediaries and their Investors. Straight-through processing from order routing to custody ensures timely and accurate information is available online 24 hours a day. Enter MyCredo.

Talk to us

Credo's Wealth 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 Portfolios and Bespoke Discretionary Management is also available. Our platform currently supports more than 20 Financial Intermediaries, with Assets under Custody in excess of £1.6bn, representing over 4,500 Investors.