Credo is a global independent wealth management business that has been in existence since 1998 and employs over 90 staff. The group has assets under custody in excess of £3bn (£1bn of which is under management), represented by over 7,000 client accounts.
The principles that form the cornerstones of our business are to provide our clients with personal service; focus on long-term success; and to build relationships based on trust. This results in meaningful and lasting partnerships with both our Private Clients and our Financial Intermediary Clients.
Credo Wealth is majority owned by senior management, many of whom have been with the group for more than ten years. We are proud of our independence and the ability it gives us to create successful partnerships and to do business in a way that best suits our clients.
We have offices in the United Kingdom, Switzerland and South Africa.