Why Credo?
We are a global wealth management business founded in 1998. With a team of more than 100 people, we have assets under custody in excess of £6bn+ (£2bn+ of which is under management), represented by over 8,000 portfolios.
Our values form the cornerstones of our business. We focus on long-term success and build relationships based on trust. This results in meaningful and lasting partnerships with both Private and Financial Intermediary clients.
Following our merger with Anchor in October 2024, we now have together more than £13.5bn under custody, £9.5bn+ under management, a team of over 550 members, and a strong global footprint in 3 countries. Importantly, Credo senior management retains a significant stake in the combined business, ensuring the commitment to our values and clients remains steadfast.