OceanCredo - Asset Management

By: Oceancredo  05-Apr-2012
Keywords: Wealth Management, Merchant Bank, Investment Advisory Services

We offer a bespoke discretionary asset management service to our private clients.

Our approach is highly personalised and takes into account your investment objectives and risk profile.

After gaining a thorough understanding of your needs, we advise you on an optimum investment strategy to achieve your objectives.

We regularly revisit the process to ensure that our investment strategy remains aligned with your investment goals and changes in the market.

Our emphasis is on a high level of personal service and, most importantly, on long term performance.

Keywords: Investment Advisory Services, Merchant Bank, Wealth Management

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OceanCredo - Ocean Credo Executive Team

He was formerly a Partner with Ernst & Young in the Corporate Finance advisory group, and has worked extensively in the United States, Souh East Asia and Australia. Sarah holds a Bachelor of Commerce from Lincoln University and is a Chartered Accountant. Stephen Davis is a Director of Credo Group Limited. Sarah Ott is a Partner with Ocean Partners. Tim Howe is a Partner with Ocean Partners.


OceanCredo - Credo Group

The firms culture is to build long-term relationships with our clients to enable us to identify opportunities and provide tailor-made solutions for them. The Credo Group's operations in the UK are housed under Credo Group Limited, a company incorporated in England under company registration no. 3563602. Credo is a wealth management group that specialises in providing personalised investment services to private clients.


OceanCredo - Services

Oversight and co-ordination of all investment-related professionals: including banking, insurance, estate planning, law, accountancy, tax and philanthropy. Individually tailored portfolios and investments that are structured to each client’s requirements. Portfolio management and investment structuring.