Ashley Sani

Operations at Credo Group

Ashley Sani's Professional Contact Details

Email (Verified)

****@credogroup.com

Get Email Address

+44 20 7968 8300

Location

Bromley, England, United Kingdom

Company

Credo Group

Person Seniority

entry

Person Functions

operations

Ashley Sani's Current Company Details

Credo Group

• 57 Employees

finance

Credo is a Wealth Management services business that has been in existence since 1998. The group has assets under administration in excess of Â£2.9bn, representing over 6,900 investors and employs over 90 staff. Credo is majority owned by senior management, many of whom have been with the group for more than ten years. Credo has offices in the United Kingdom, Switzerland and South Africa. The principles that form the cornerstones of our business are to provide our clients with personal service, focus on long-term success and to build relationships based on trust. This results in meaningful and lasting partnerships with both our Private Clients and our Financial Intermediary clients. Credo Wealth provides Execution-Only, Advisory and Discretionary services to Private Clients. Credo investments solutions include Managed Portfolio Services, a range of Credo funds as well as bespoke solutions. Credo Wealth Outsourcing Solutions supports Financial Intermediaries, including Wealth Managers, Financial Advisory firms and Family Offices, providing a Wealth Platform, as well as investment solutions. The Wealth Platform provides access to whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, custody, white labelled investor reporting and various support tools.

Founded Year

1998

Organization Website

credogroup.com

Organization Languages

English

Organization Revenue

11000

Current Technologies

office 365

asp net

microsoft-iis