Credo Wealth

Credo provides services to financial intermediaries (wealth managers, advice firms and family offices) and their clients. The Wealth Platform provides access to whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody (onshore & offshore), white-labelled investor reporting, an online investor portal and support for 14 currencies. A Managed Portfolio Services is also available.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Other

						Offshore custody, SSAS, QROPS

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

						VCTs, EISs, Structured products, Hedge funds, Permanent interest bearing shares (PIBS), Exchange-traded commodities

Table of charges

	Platform charges	Product charges	Other charges
0 - £500,000	0.25%
£500,001 - £1,000,000	0.20%
£1,000,000 +	0.15%
SIPP		£195 per annum (No VAT applicable)
Exchange-traded dealing fee			Tiered from 0.25%

Research, tools and information

Data

Performance reporting (IRR/TWR/IRR by security), information for Capital Gains Tax (CGT) calculations, white-label investment portal, investment research (Morningstar) including fund research tools and factsheets.

Tools

Bulk rebalancing & trading, switching capability, automated investor report distribution, portfolio modelling including drift analysis and multi-currency reporting.