OceanCredo - Credo Group

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

Credo is a wealth management group that specialises in providing personalised investment services to private clients.

Credo's aim is to protect and enhance our clients' wealth.

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.

Credo Group Holdings Limited is the holding company of the Credo Group. It is incorporated in Bermuda. Its main operating subsidiaries are established in the BVI, Geneva, the UK, South Africa and New Zealand.

The Credo Group's operations in the UK are housed under Credo Group (U.K.) Limited, a company incorporated in England under company registration no. 3563602.

The registered address of Credo Group (U.K.) Limited is:

83 Pall Mall
London, SW1Y 5ES
Tel: +44 (20) 7968 8300
Fax: +44 (20) 7968 9301

Directions to Credo Group

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 - 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.


OceanCredo - Asset Management

We regularly revisit the process to ensure that our investment strategy remains aligned with your investment goals and changes in the market. After gaining a thorough understanding of your needs, we advise you on an optimum investment strategy to achieve your objectives. Our approach is highly personalised and takes into account your investment objectives and risk profile.