Compare The Platform: Credo Wealth

/Credo Wealth

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 InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther
Offshore custody, SSAS, QROPS

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
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 CHARGESPRODUCT CHARGESOTHER CHARGES
0 - £500,0000.25%
£500,001 - £1,000,0000.20%
£1,000,000 +0.15%
SIPP£195 per annum (No VAT applicable)
Exchange-traded dealing feeTiered from 0.25%

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
3.0
3.0
3.0
3.0
3.0