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Credo Wealth

Credo provides a wealth management platform to private individuals and financial intermediaries, which include both financial advisers and family offices.
It has its own asset management arm that provides equity, fixed income and multi-asset products as well as MPS solutions and full discretionary services, with support for over 20 currencies.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Onshore bonds	Offshore bonds	Other

								Offshore custody, SSAS, QROPS, QNUPS

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

						VCTs, EISs, structured products, hedge funds, permanent interest bearing shares (PIBS), ETCs, AIM IHT products, BR products

Table of charges

	Platform charges	Product charges	Other charges
£0-£500k	0.25%
£500k-£1m	0.20%
£1m+	0.15%
Sipp		£195 + VAT per year
Exchange-traded dealing			Tiered from 0.25%

Research, tools and information

Tools and data

Credo offers comprehensive portfolio modelling functionality including research, static and dynamic modelling, 24/7 portfolio drift monitoring technology and an allocation strategy tool. It is available through an online investor portal which can be fully white labelled. Credo has a range of reporting capabilities that include benchmarking, gains and losses reports to assist with CGT calculations, and complex instruments reporting.