Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Credo Wealth

  • Min. account size

    £250,000
  • Company type

    Wealth Managers
  • Ownership

    Owner Manager
  • Size of wealth manager

    Small
  • Size

    Global
  • Founded

    1998

Key person:

Alan Noik

Managing Director

Credo Wealth Factfile

Credo is a global independent wealth management business that has been in existence since 1998 and employs over 90 staff. The group has the privilege of managing over of £3.2bn of client assets. Credo Wealth is majority owned by senior management, many of whom have been with the group for more than ten years and as such our owner managed culture puts the client at the heart of every decision. We aim to provide our clients with a personal service and to build relationships based on trust. We believe wealth is created and preserved by following a patient and disciplined investment strategy that is focused on the long-term, keeping costs down and methodologies that have proven to be robust through a variety of market cycles.

Contact Relationship manager
Portfolio types Model / Bespoke
Composition Fund, mixture, direct
Contact Relationship Manager
Fee structure Annual fee / Transactional
Min. account size £500,000
In-house service
Pension advice
Tax efficient investments
How we charge Flat fee / by the hour

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Who is your best manager?
Who is your best manager?