Credo's Wealth Outsourcing Solutions are suited to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms and Family Offices looking for a trusted partner.
We offer access to a Wealth Platform with whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody, white-labelled Investor reporting and an online Investor portal.
If required, Financial Intermediaries can also access Credo's Managed Portfolio Services.
Our platform currently supports more than 20 Financial Intermediaries, with Assets under Custody in excess of £1.2bn, representing over 4,900 Investors.
Check out our main services for Financial Intermediaries.