Multi-Asset Portfolios Core
  • Long term evidence based portfolio construction with exposure to broad asset classes
  • Diversification embedded throughout the investment process
  • Portfolios consist of low cost highly liquid mutual funds and ETFs
  • Four target allocations with equity exposure ranging from 20% to 70%
  • Launched in 2014 with a proven track record through dynamic market cycles

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Multi-Asset Portfolios ESG
  • Long term evidence based portfolio construction with exposure to broad asset classes and incorporating ESG considerations
  • Diversification embedded throughout the investment process including definition and application of ESG criteria
  • Portfolios consist of low cost highly liquid mutual funds and ETFs
  • Four target allocations with equity exposure ranging from 20% to 70%
  • Launched in 2021

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Where to find us

Credo
Embark
Quilter
Standard Life
Credo Wealth Solutions

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.