Credo Group
HQ Address
8-12 York Gate, 100 Marylebone Road, London, NW1 5DX, United Kingdom
Website Address
Business introduction
Grow generational wealth. Together
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 £4.7 billion (£1.4 billion of which is under management), represented by over 7,500 accounts.
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.
Credo Group Solutions
Managed Portfolios
Credo's range of investment solutions can be illustrated as follows: Best Ideas Portfolio Dividend Growth Portfolio Special Opportunities Portfolio Income Plus Portfolios Multi Asset Portfolios Bespoke Portfolios ...
business needs
MyCredo
MyCredo - a multi-asset class, multi-currency web based platform, providing financial intermediaries with access to: Customisable views: tailoring of screens allows grouping of accounts and information displays; Risk profile tools: leverage Credo's proprietary solution; Research: includes Morningstar Analyst Research Centre; Consolidated view: view of all your Investors' accounts in a single screen; On-line trading: leveraging Credo's Trading Services; Reporting: includes a suite of......
business needs
view solutionMyCredo Client
MyCredo Client - provides your Investors with a 'white-labelled' secure online platform: Multi-browser solution; Real-time consolidated account information; Reporting includes a suite of performance reports and tax reporting; Enables your Investors to place trades online or limit access to information only; Research includes access to Morningstar Analyst Research Centre; and Subscription service allows scheduling of regular report......
business needs
view solutionTrading Services
Financial Intermediaries can trade in over 60 markets and in various instruments, including equities, fixed income, funds, hedge funds, exchange traded funds, private equity funds and currencies....
