Credo Capital Management, established in 1998, is an asset management firm dedicated to providing accessible and valuable services to private lenders and investors.
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Credo Capital manages over £5.0 billion in assets, with £1.5 billion under direct management, serving more than 7,500 client portfolios.
What is Credo Capital Management?
Credo Capital, or Grupo Credo, emphasizes building long-term relationships based on trust, providing personalized services to meet individual client needs.
The firm adheres to proven investment strategies, focusing on value and quality in renta variable, high yields with managed credit risk in fixed income, and evidence-based approaches in multi-asset products.
Credo’s platform offers state-of-the-art tools for financial intermediaries, including model portfolio functionality, monitoring dashboards, and investor portals, enhancing efficiency and client service.
What does Credo Capital Management do?
Private Clients
Credo provides planificación financiera personalizada, investment management, and trading services. Clients have access to a range of investment solutions, including equities, fixed income, and multi-asset portfolios, tailored to individual financial goals and risk profiles.
Financial Intermediaries
The firm offers a comprehensive wealth platform for financial advisers, wealth managers, and family offices.
This platform includes research, portfolio modeling, trade execution, global custody (both onshore and offshore), white-labeled investor reporting, and support for multiple currencies.
Additionally, Credo provides access to actively managed funds, managed portfolio services, and bespoke discretionary management solutions.
Asset Management
Credo’s Asset Management division offers a diverse range of investment solutions tailored to various client needs, including retail investors, professional asset allocators, discretionary fund managers (DFMs), multi-managers, and risk consultants.
- Equity Portfolios: With over £750 million in discretionary assets under management, these portfolios provide exposure to liquid, large-cap stocks in developed markets.
- Renta fija Carteras: Designed to accommodate varying risk appetites, from moderate to aggressive, with a primary focus on minimizing credit risk.
- Multi-Asset Portfolios: Offer diversified exposure across various asset classes through carefully selected external funds, with strategic asset allocations tailored to different risk profiles.
- Managed Portfolios: Ideal for investors who prefer direct ownership of securities, providing personalized investment management.
- Unit Trusts (UCITS): Suitable for professional investors seeking liquidity and tax advantages within a fund structure.
Credo Capital Advisors and Leadership:
Credo Capital Management is majority-owned by senior management, many of whom have been with the group for over two decades, ensuring stability and a client-aligned approach.
- Roy Ettlinger, Chairman and co-founder of Credo Group, with over 25 years of experience in the gestión de patrimonios industria.
- Charles van der Merwe, Chief Executive Officer, who joined Credo in 2013 and has more than 24 years of industry experience, including previous roles as CEO of Pershing, a BNY Mellon company in London, and Vice President of J.P. Morgan.
- Alan Noik, Director and Head of Private Clients, with over 20 years of industry experience, who joined Credo in 1999 and was formerly a founder of Mazars Financial Services in Cape Town.
- Debra Chalmers, Director of Legal & Compliance, who joined Credo in 2004 and is responsible for legal, compliance, and human resources, with a background as a qualified attorney, notary, and conveyancer since 1990.
- Deon Gouws, Chief Investment Officer, who joined Credo in 2012 after a career of more than 16 years on the institutional side of the investment industry, most recently as the CEO of RMB Asset Management in Johannesburg.
- Jarrod Cahn, Director of Equities, responsible for the equity product range of investments at Credo and Lead Manager of the flagship Credo Global Equity Fund, who joined the group in 2000 after spending 4 years at Cahn Shapiro Stockbrokers in South Africa as a Senior Portfolio Manager.
- Rupert Silver, Director of Fixed Income, who joined Credo in 2000 and heads its fixed income offering, with over 20 years of industry experience and previous tenures at Wise Speke and Brewin Dolphin.
- Gareth Crosland, Chief Financial Officer and Senior Relationship Manager, a South African Chartered Accountant who trained with Ernst & Young in Cape Town and joined Credo in 2012.
Credo Capital Management Address and Contact Information
London office:
- Dirección: 8-12 York Gate, 100 Marylebone Road, London NW1 5DX
- Tel: +44 (0)20 7968 8300
- Correo electrónico: info@credogroup.com
Johannesburg office:
- Dirección: 1st Floor, 199 Oxford Road, Dunkeld, Johannesburg 2196
- Tel: +27 (0)11 463 6312
- Correo electrónico: info@credogroup.com
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