credo

 

Credo Wealth is a global independent wealth management business that has been in existence since 1998. The group has assets under administration in excess of £2.7bn, represented by over 6,900 client accounts and employs over 90 staff. 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 is majority-owned by senior management, many of whom have been with the group for more than ten years. We are proud of our independence and the ability it gives us to create successful partnerships and to do business in a way that best suits our clients. We have offices in the United Kingdom, Switzerland and South Africa.

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Launch of the New Credo Funds – Alan Noik      @AlanNoik_Credo

 Following the successful launch of the Guernsey-registered Credo Global Equity Fund (the CGEF) in March 2016, Credo Wealth is pleased to announce that a UCITS1 version of the same fund (in the form of an Irish-registered ICAV2) launched at the beginning of July 2017, in addition to two entirely new funds; the Credo Dynamic Fund (the Dynamic Fund) and the Credo Growth Fund (the Growth Fund). Read more

 

Diversified Equity Portfolios – Kathryn Linde

The Best Ideas and Dividend Growth portfolios are diversified global equity portfolios, which we believe to be well positioned to outperform the wider equity market over the longer term. The portfolios have biases towards developed-market, large-capitalisation stocks.  Read more