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

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

Wealth Platform

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
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.