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

Charles van der Merwe

Lucas Ribeiro de Almeida

Debra Chalmers

Lisa Maguire

Deon Gouws

Gareth Crosland

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

Finance and Investment Team

Business Development and Sales

Operations Team

About

Team members

Other teams at CREDO

Finance and Investment Team

Business Development and Sales