Credo Wealth

General information

Credo is an international independent wealth management business that has been in existence since 1998. The group has assets under administration in excess of £2.8bn, represented by over 6,900 client accounts and employs over 90 staff.

The principles that form the cornerstones of our business are to provide our clients with personal service; focus on long-term success; and to build relationships based on trust. This results in meaningful and lasting partnerships with both our private and our Financial Intermediary clients.

Credo Wealth is majority owned by senior management, many of whom have been with the group for more than ten years. We are proud of our independence and the ability it gives us to create successful partnerships and to do business in a way that best suits our clients.

Credo Wealth Outsourcing Solutions supports Financial Intermediaries, including Wealth Managers, Financial Advisory firms and Family Offices, providing a platform and a managed portfolio service.

The platform provides access to whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, custody, white labelled investor reporting and various support tools.

We have offices in the United Kingdom, Switzerland and South Africa.