Credo
Credo is a global, independent wealth management business that has been operating since 1998, providing financial services to private clients and financial intermediaries. The company focuses on long-term success and trust-based relationships to assist clients in growing and preserving their wealth across generations.
- Trade execution
- Wealth management
- Investment advisory
- Portfolio modelling
- Online investor portal
- Global custody services
- Discretionary asset management
Locations
Digital Popularity
Social Media
Competitors
New Horizon Global Advisory Ltd, based in London, UK, is a boutique wealth manager and investment advisory firm, offering professional, personalised and diversified investment management solutions and consulting services to individual and institutional investors.
Longview Partners is a specialist asset management firm focused entirely on the management of global portfolios.
CFS Management is a London-based independent wealth management firm founded in 1994, providing innovative financial and investment solutions.
London & Capital is a wealth and asset management firm that provides bespoke global financial planning and investment services.
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Company Details
Credo is operated by Credo Capital Limited and is a Active company incorporated on 10 December 1998 with the registered office located in London, Greater London. Credo Capital Limited was registered 26 years ago.
Status
Active
Size
Medium
Directors
8
Age
26 years old
Employees
81
Turnover
£25.99M
Total Assets
£12.53M
Cash in Bank
£3.96M
Total Liabilities
-£3.66M
Teams
71
21
21
14
12
6
2
Founder & CEO
CEO • Joined Oct 2020
Chief Financial Officer • Joined Sep 2019
Chief Investment Officer • Joined Mar 2012
Investment Partner • Joined Apr 2016
Investment Partner • Joined Oct 2015
Investment Partner • Joined Apr 2018
Director And Head Of Private Clients • Joined Jan 2000
Independent Investment Partner • Joined Jan 2011
Independent Investment Partner
Founder & CEO
CEO • Joined Oct 2020
Managing Director • Joined Dec 1999
Director • Joined Feb 2000
Portfolio Manager • Joined Jan 2013
Managing Director
Head Of Compliance • Joined May 2024
Head Of Equities • Joined Jan 2021
General Servicing Manager • Joined Aug 2021
Senior Portfolio Manager • Joined Nov 2000
Chief Financial Officer • Joined Sep 2019
Chief Investment Officer • Joined Mar 2012
Investment Partner • Joined Apr 2016
Investment Partner • Joined Oct 2015
Investment Partner • Joined Apr 2018
Account Manager • Joined Jun 2021
Account Manager • Joined Jun 2022
Portfolio Manager • Joined Jan 2013
Account Manager • Joined Nov 2021
Account Manager • Joined Mar 2020
Relationship Manager • Joined Sep 2019
Account Manager • Joined Jun 2021
Account Manager • Joined Jun 2022
Account Manager • Joined Nov 2021
Relationship Manager • Joined May 2021
Account Manager • Joined Mar 2020
Relationship Manager • Joined Jan 2020
Relationship Manager • Joined Jul 2024
Head Of Relationship Management • Joined Apr 2020
Customer Service Representative • Joined Oct 2024
Director • Joined Dec 1999
Director • Joined Feb 2000
General Servicing Manager • Joined Aug 2021
Head Of Projects And Change • Joined Nov 2018
Head Of Back Office Operations • Joined Dec 2023
Associate
Operations Administrator • Joined Jan 2021
Operations Administrator • Joined Mar 2019
Operations Administrator • Joined Oct 2023
Operations Administrator • Joined Jun 2014
Business Analyst / Project Manager • Joined Dec 2019
Consultant Discretionary Fund Manager • Joined May 2014
Head Of Financial Planning • Joined Sep 2024
Associate
Business Analyst • Joined Aug 2017
Legal Counsel • Joined Jun 2020
Head Of Brand • Joined Nov 2019
Administrator • Joined Sep 2022
View 71 members