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Davina Dunn Email
Relationship Manager . Credo Group
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Employees:
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$37MAbout
Credo is a Wealth Management services business that has been in existence since 1998 and employs over 90 staff. The group has assets under custody in excess of £3.1bn (£1bn of which is under management), represented by over 7,100 client accounts. Credo is majority owned by senior management, many of whom have been with the group for more than ten years. Credo has offices in the United Kingdom, Switzerland and South Africa. 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 Clients and our Financial Intermediary clients. Credo Wealth provides Execution-Only, Advisory and Discretionary services to Private Clients. Credo investments solutions include Managed Portfolio Services, a range of Credo funds as well as bespoke solutions. Credo Wealth Outsourcing Solutions supports Financial Intermediaries, including Wealth Managers, Financial Advisory firms and Family Offices, providing a Wealth Platform, as well as investment solutions. The Wealth 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.Credo Group Address
8-12 York Gate, 100 Marylebone RoadLondon, null
UK