Credo Wealth Solutions' platform allows Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and Family Offices to provide a holistic wealth management service to their investors.
Financial Intermediaries and their Investors have access to a highly-sophisticated and near real-time trading and execution system. They can trade in over 60 markets and in various instruments, including equities, fixed income, mutual funds, hedge funds, exchange traded funds, private equity funds and currencies.
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.