Credo is a Wealth Management services business that has been in existence since 1998 and employs over 100 staff. The group has assets under custody in excess of £4.7bn (£1.4bn of which is under management), represented by over 7,500 client accounts. 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 and South Africa.

Banking

Investment Management

CREDO

CREDO's headquarters in London, United Kingdom

Charles van der Merwe

Christelle Coetzee

Richard Pinder

Deon Gouws

Gareth Crosland

The Finance and Investment Team at CREDO is responsible for managing and optimizing the company's financial resources and investment strategies. This team oversees asset allocation, conducts in-depth market analysis, and develops tailored investment solutions to enhance client wealth. Additionally, they ensure financial compliance, reporting, and strategic planning to support the firm's growth and maintain its strong client relationships in the wealth management sector.

Finance and Investment Team

The Business Development and Sales team at CREDO is responsible for driving growth by identifying and cultivating new client relationships, promoting wealth management services, and expanding the firm's market presence. They work collaboratively to develop tailored solutions for clients, leveraging their extensive knowledge of the industry to enhance client satisfaction and retention. Through strategic outreach and relationship-building initiatives, this team plays a critical role in achieving the company’s revenue goals and sustaining long-term client partnerships.

Business Development and Sales

The Operations Team at CREDO is responsible for overseeing the smooth execution of daily operational functions, ensuring efficient back-office processes, and maintaining data integrity across client accounts. This team manages administrative tasks, IT support, and client conversions, thereby playing a crucial role in enhancing service delivery and operational excellence while supporting the overall objectives of the wealth management business.

Operations Team

The Leadership Team at CREDO is responsible for setting the strategic direction and overall vision of the company, ensuring alignment with its mission of providing exceptional wealth management services. Comprised of the Chief Financial Officer, CEO, and Chief Investment Officer, this team oversees financial performance, investment strategies, and key operational initiatives, while fostering a culture of leadership and collaboration across the organization. Their collective experience informs decision-making that drives client satisfaction and sustainable growth.

CREDO

Org chart

Teams

Finance and Investment Team

Business Development and Sales

Operations Team

Leadership Team

Offices

CREDO

Org chart

Teams

Finance and Investment Team

Business Development and Sales

Operations Team

Leadership Team

Offices

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