Compare The Platform: Credo Wealth

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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 JISAs Pensions & SIPPS Junior Pensions & SIPPS Onshore bonds Offshore bonds 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
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.

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%

Compare the Platform Says

Products & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
3.0
3.0
3.0
3.0
3.0