Archie Mayer |
November in review
November saw positive returns across global equity markets with most major indices finishing the month up...
Read morePrivate
Clients
We care about your financial
well-being and future. We are with you, every step of the way,
no matter where you are in
your journey. You can trust us
to have your back.
Private
Clients
We are the right partner
to help you find the best way
to build the life you want.
And leave the legacy you planned.
Financial
Intermediaries
We support you in building
your business and your
client relationships
by offering access to a platform
with whole-of-market and
multi-asset class investments.
Financial
Intermediaries
Your success is our success.
We offer and incorporate research, portfolio modelling, trade execution, global custody, white-labelled investor reporting, support for
20+ currencies, and an online investor portal.
Asset
Management
We are proud of the successful
track record that we have provided to our clients. We offer solutions that span the asset class universe
and most importantly,
we invest alongside you.
Asset
Management
We have a number of different products and investment vehicles to suit different investor requirements. This means we have solutions which cater not only for a retail client base but also professional asset allocators, discretionary fund managers (DFMs), multi-managers, risk consultants and more.
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We are a global, independent wealth management business in existence since 1998. With a team of more than 100 people, we have assets under custody in excess of £5.0bn (£1.5bn of which is under management), represented by over 7,500 portfolios.
Our values form the cornerstones of our business. We focus on long-term success and build relationships based on trust. This results in meaningful and lasting partnerships with both Private and Financial Intermediary clients.
Credo is majority owned by senior management, many of whom have been with the group for more than 20 years. We are proud of our independence and the ability it gives us to do business in a way that best suits you.
Working with you
Since our formation in 1998, we have listened to the needs of both financial intermediaries and private clients. Then we tailor our services to deliver. We are constantly evolving to make sure that we remain the trusted partner for our clients, for generations to come. We are fiercely independent and really do own our business. Your success is our success.
Creating and preserving wealth for future generations is a different journey for each client. At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact. Your Relationship Manager will guide you through Credo's investment process, including understanding your investment objectives, risk profile and financial needs. This is a journey we will do together.
We partner with Financial Intermediaries who want to focus on their client relationships rather than admin. We help them manage their clients’ investments, and provide technology to make things simple and clear. 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 asset management solutions which includes Actively Managed Funds, Managed Portfolios and Bespoke Discretionary Management is also available. Our platform currently supports more than 130 Financial Intermediaries.
We actively manage our clients’ assets, as well as our own, in a range of managed portfolios and funds. We work collaboratively with investment partners and private clients to build and protect wealth. Credo’s asset management capabilities have stood the test of time with a proud track record through many market cycles. We strongly believe in eating our own cooking and, therefore, invest alongside our clients. We have expertise in listed equities; fixed income solutions and multi asset portfolios which are driven by real quantifiable evidence.
