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.
Clients can choose from the following investment mandates:
You make your own investment decisions. We act only on your instructions and we do not provide you with any investment advice.
You give us full discretion to manage your investments on your behalf within mutually agreed parameters.
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.