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Background

Credo Capital is an independently owned wealth management group established in 1998 which provides financial services to private and institutional clients. We have grown into a multi-national business with offices in the UK, Switzerland, South Africa, Bermuda and the BVI. We also have a presence in Australia and Luxembourg. The group has assets under administration of 1.25bn, representing over 3,000 investors and employs in excess of 60 staff.

Services

  • Asset Management 
  • Trading Services
  • Property 
  • Structured Products
  • Private Equity 
  • Trust Services

Reporting

MyCredo is a secure, seamless online reporting tool which is accessible anywhere via the web. It consolidates, reconciles and reports all of your assets with Credo across different asset classes, custodians and currencies. You can also access MyCredo and monitor your portfolios on the go by downloading the App for iPhone and iPad. See below some of MyCredo's main features:

  • Digital dashboards
  • Easier intuitive navigation and search capabilities
  • Quick order entry
  • FX trade order entry
  • Enhanced bulk trade order entry including account allocations
  • View multiple screens while trade order entry takes place
  • Broader reporting
  • Improved security details
  • Faster processing time

Contact details

Gareth Crosland
T : 020 7968 8300
info@credogroup.com

External

Address

8-12 York Gate
London
NW1 4QG

Account opening
In order to open an account with Credo Capital for your client's SIPP with Suffolk Life, please contact our Account Opening Team on 01473 296905.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.