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.
Datos de la cuenta
TIPOS DE CUENTAPrivate client portfolios · Model portfolios · Bespoke discretionary management · Financial intermediary platform accounts
DEPÓSITO MÍN.Not stated
PLATAFORMASMyCredo online investor portal
PRODUCTOSWealth and investment management · Financial planning · Actively managed funds · Multi-asset portfolios · Trade execution · Global custody · Wealth platform for intermediaries
Licencias y regulación
FSCA (South Africa)
N.º de licenciaFSP 9757
Titular de la licenciaCredo Capital Limited
AlcanceListed in the FSCA register as an authorised (Authorized) financial services provider under Credo Capital Limited (FSP 9757); authorised since 13 Feb 2007; approved product classes: derivative instruments, shares, forex investment, bonds, money market instruments and collective investment schemes.
EstadoVerificada
FCA (United Kingdom)
N.º de licenciaFRN 192204
Titular de la licenciaCredo Capital Limited
AlcanceListed in the FCA register as an authorised firm, Credo Capital Limited, FRN 192204; status since 1 Dec 2001.
EstadoVerificada
Fuentes e historial de verificación
Fuentes oficiales de la empresacredogroup.com — homepage, About, Private Clients, Financial Intermediaries, Contact, site footer (legal information)
Registros del reguladorFSCA — Credo Capital Limited, FSP 9757 (fsca.co.za) · FCA — Credo Capital Limited, FRN 192204 (company statement)
Registro mercantilCompanies House — CREDO CAPITAL LIMITED, company no 03681529, incorporated 10 December 1998
Fuentes de opiniones de usuariosTrustpilot · Şikayetvar · WikiFX
ForexQ.com
