Private Clients
Investment Management
By understanding clients' return targets and risk tolerances, we can select managed portfolios and funds to meet their needs. We aim to allocate clients' capital across diverse asset classes to reduce overall risk whilst enhancing returns over the investment period.
Wealth Planning
Financial advice to help clients with their goals. Credo's taylored and personal wealth planning services include retirement, tax, estate & inheritance planning and protection so clients can rest assured their finances are as safe as they should be.
Trading Services
Our clients 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 and funds, including equities, fixed income, mutual funds (unit trusts), hedge funds, exchange traded funds, private equity funds and currencies.
MyCredo
MyCredo is a secure, seamless online reporting tool which is accessible anywhere via the web. It consolidates, reconciles and reports all your assets with Credo across different asset classes, custodians and currencies. Enter MyCredo.
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.