OceanCredo - Services

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

Ocean Credo is an integrated multi-family office that provides:

  • A global approach to managing and growing your wealth
  • Seamless links to the best investment managers globally; sourcing investment opportunities that are not otherwise available to New Zealand investors
  • Individually tailored portfolios and investments that are structured to each client’s requirements
  • Oversight and co-ordination of all investment-related professionals: including banking, insurance, estate planning, law, accountancy, tax and philanthropy

Key Services

  • Asset allocation and investment strategy
  • Portfolio management and investment structuring
  • Stockbroking
  • Cash management
  • Property investment
  • Private equity
  • Trust and fiduciary services
  • Corporate finance and specialist advisory
  • Estate and tax planning
  • World class reporting

Keywords: Investment Advisory Services, Merchant Bank, Wealth Management

Other products and services from Oceancredo


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 - 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.