Credo

Über das Unternehmen

According to its official website, Credo is a global wealth management business founded in 1998 with offices in the United Kingdom and South Africa; its services are provided by Credo Capital Limited. The firm has three lines of business: private clients, who receive financial planning and investment management through a relationship manager; financial intermediaries, more than 130 of whom use its wealth platform with multi-asset investments, model portfolios, trade execution, onshore and offshore global custody, white-labelled reporting, an online investor portal and support for 20+ currencies; and asset management. The site says it has more than 100 staff, over £6.5bn under custody and over £2bn under management, and that after its merger with Anchor in October 2024 the combined business has more than £13.5bn under custody and over 550 staff in 3 countries. The site states that Credo Capital Limited is authorised and regulated by the FCA (FRN 192204), is an authorised financial services provider in South Africa (FSP 9757) and is a member of the London Stock Exchange. It is headquartered in London (8-12 York Gate). This information is the company's own statement.

Kontodetails

Lizenzen und Regulierung

FSCA (South Africa)

FCA (United Kingdom)

Quellen und Verifizierungsverlauf