Fiduciary Discipline
We act solely in our clients' interest, with transparent governance and rigorous oversight at every level.
Institutional Asset Management
Building Wealth Through Disciplined Investment Management
Trusted asset management solutions designed for long-term financial growth, grounded in research, discipline, and an unwavering commitment to our clients.
$48.6B Assets under management
27 Years of stewardship
14 Global markets
Firm at a glance
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Assets Under Management (USD)
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Years of Experience
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Clients Served
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Countries of Global Reach
Why Credential
A partner built for the long term
We combine institutional rigor with a fiduciary mindset, aligning every decision with the enduring objectives of the clients we serve.
Research-Led Investing
Proprietary analysis and macro insight inform portfolios designed to perform across full market cycles.
Risk-First Mindset
Capital preservation anchors our process — we manage downside as deliberately as we pursue returns.
Dedicated Stewardship
Senior professionals lead every relationship, providing continuity, clarity, and direct accountability.
Our Approach
Three principles guide every portfolio
Understand
We begin with your objectives, time horizon, and tolerance for risk — the foundation of a portfolio that fits its purpose.
Construct
Diversified allocations are engineered to balance growth and resilience, drawing on global opportunities and rigorous valuation.
Steward
We monitor, rebalance, and communicate continuously — adapting with discipline while staying true to long-term strategy.
Speak with an advisor
Discover how a disciplined, research-driven approach can support your financial objectives.
About Us
A heritage of trust and disciplined stewardship
Founded on the principle that enduring wealth is built patiently, Credential Asset Management has guided clients through changing markets for nearly three decades.
Board of Directors
An independent, experienced board provides governance, oversight, and strategic direction.
Our Investment Philosophy
We believe wealth is best built through patience, diversification, and an uncompromising focus on risk-adjusted returns.
- Principle I — Capital Preservation
Protecting capital in difficult markets is the foundation of compounding returns over time.
- Principle II — Valuation Discipline
We invest where price and intrinsic value diverge, never confusing momentum with merit.
- Principle III — Diversification
Thoughtful allocation across assets, regions, and sectors reduces concentrated risk.
- Principle IV — Long Horizons
We align our process with the multi-year objectives of the clients we serve.
Our Values
- Integrity — We hold ourselves to the highest fiduciary standard.
- Transparency — Clear reporting and candid communication, always.
- Excellence — Rigorous research and continuous improvement.
- Partnership — Long-term relationships built on aligned interests.
Our Group
Credential operates as an integrated group of specialist entities, each focused on a distinct discipline within the firm.
Credential Holdings
Group parent & governanceCredential Capital
Discretionary investment management and flagship fund strategies.
Credential Research
Macro, quantitative, and fundamental research powering allocation decisions.
Credential Advisory
Bespoke wealth planning and client advisory services across markets.
Credential Trust
Custody, fiduciary, and estate solutions for institutional and private clients.
Credential Risk
Independent risk oversight, compliance, and portfolio monitoring.
Credential Foundation
Philanthropic stewardship and community investment programs.
Our Company
From a single advisory office to a global asset manager, our growth has been guided by one constant: putting clients first.
- 1998
Credential is founded as a boutique advisory firm with a single mandate and an enduring philosophy.
- 2006
Launch of the flagship multi-asset strategy, establishing our research-led process.
- 2013
Expansion into European and Asian markets, surpassing $10B in assets under management.
- 2020
Dedicated risk and sustainability frameworks formalized across all strategies.
- 2025
Surpassed $48B AUM, serving more than 3,200 clients across 14 countries.
Mission
To grow and protect our clients' wealth through disciplined, research-driven investment management delivered with integrity.
Vision
To be the most trusted partner in long-term wealth creation — recognized for stewardship, transparency, and enduring results.
Core Values
Integrity, transparency, excellence, and partnership guide every decision we make on behalf of those we serve.
Our Fund
The Credential Flagship Multi-Asset Fund
A diversified, actively managed strategy built to deliver resilient, risk-adjusted growth across full market cycles.
Fund Overview
Diversified by design
The Flagship Fund blends global equities, fixed income, and real assets within a single, professionally managed portfolio. Our objective is durable capital appreciation with carefully managed volatility, suited to investors with a long-term horizon.
$12.4BFund AUM
+8.6%5-yr annualized (net)
0.62%Expense ratio
0.71Sharpe ratio
Investment Strategy
We pursue a top-down asset allocation framework refined by bottom-up security selection. Positions are sized according to conviction and risk contribution, and the portfolio is rebalanced systematically to maintain strategic targets while capturing tactical opportunities.
Risk Management
An independent risk function monitors exposure, liquidity, and drawdown in real time. Stress testing across historical and hypothetical scenarios ensures the portfolio remains within defined tolerances, with capital preservation prioritized in adverse conditions.
Asset Allocation
Strategic target weights by asset class
Performance
Growth of a $10,000 investment (illustrative)
Sector Exposure
Equity sleeve, by GICS sector
All performance figures are illustrative and provided for demonstration purposes only. Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise.
Our Team
The professionals behind your portfolio
Decades of combined experience across investments, research, and operations — united by a shared commitment to our clients.
Team members
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Disclosures
Document library & compliance notices
Access regulatory filings, legal documents, fund materials, and reports. Search, filter, and preview at your convenience.
Document library
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Compliance Notices
Expandable summaries of our key regulatory and compliance positions.
Credential Asset Management is authorized and regulated by the relevant financial conduct authorities in the jurisdictions in which it operates. Our registrations and reference numbers are available on request and within the regulatory documents above.
The value of investments and any income from them can fall as well as rise, and investors may not recover the full amount invested. Past performance is not a reliable indicator of future results. Currency movements may also affect the value of investments.
We maintain a comprehensive conflicts-of-interest policy designed to identify, prevent, and manage conflicts that may arise in the course of our business. A summary is available to clients and prospective clients upon request.
We process personal data in accordance with applicable data protection laws. Our privacy notice explains what information we collect, how it is used, and the rights available to data subjects.
Contact Us
Let's start a conversation
Whether you're exploring our services or ready to invest, our client services team is here to help.
Send us a message
Office Locations
New York (HQ)1 Meridian Tower, 42nd Floor, New York, NY 10004
London18 Crown Court, Mayfair, London W1J 7BH
Singapore9 Marina Boulevard, Tower 2, Singapore 018989
Business Hours
Monday – Friday8:30 AM – 6:00 PM (ET)
Saturday – SundayClosed (client portal available 24/7)
Interactive map — New York Headquarters
Frequently Asked Questions
Minimums vary by strategy and account type. Our client services team can provide details tailored to your objectives during an initial consultation.
Begin by contacting us through this form or by phone. We'll arrange an introductory meeting, complete the appropriate onboarding and compliance steps, and design a portfolio suited to your goals.
Portfolios are continuously monitored by your dedicated team and our independent risk function. You'll receive regular reporting and have round-the-clock access to your holdings through our secure client portal.
Yes. Our secure client portal provides 24/7 access to balances, performance, statements, and documents, with multi-factor authentication for your protection.
Accessibility
Accessibility Statement
Credential Asset Management is committed to ensuring digital accessibility for all users, including people with disabilities, in line with SEBI and GIGW guidelines.
Conformance status
This website has been designed and developed to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 at Level AA, as required by the Securities and Exchange Board of India (SEBI) and the Guidelines for Indian Government Websites (GIGW). We continually review the site to maintain and improve this standard.
Measures we take
- Perceivable — meaningful text alternatives for all non-text content, semantic structure, a logical heading hierarchy, and text/background colour contrast meeting or exceeding the 4.5:1 ratio for body text.
- Operable — full keyboard operability with no keyboard traps, a visible "skip to main content" link, clearly visible focus indicators, and no flashing or auto-playing content.
- Understandable — the page language is declared, navigation is consistent across the site, form fields have associated labels, and errors are identified in text with guidance on how to correct them.
- Robust — valid, standards-based HTML with ARIA used only where required, so that dynamic updates are announced to assistive technologies.
Compatibility with assistive technology
This website is designed to be compatible with current versions of widely used screen readers and browsers, including NVDA and JAWS (Windows) and VoiceOver (macOS and iOS), used with recent versions of major browsers. Content can be resized up to 200% without loss of information or functionality, and the layout reflows without horizontal scrolling on mobile devices.
Accessible documents
Documents published in our Disclosures library are provided as tagged, accessible PDFs with a defined reading order, document language, and descriptive structure. If you require any document in an alternative accessible format — such as large print, plain text, or HTML — please contact us and we will provide it promptly at no charge.
Feedback and contact
We welcome your feedback on the accessibility of this website. If you encounter any barrier, or need assistance accessing any content, please let us know:
We aim to respond to accessibility feedback within five business days.
Assessment & review
This website was assessed against WCAG 2.1 Level AA using a combination of automated testing tools and manual review, including keyboard-only navigation and screen-reader testing. This statement was last reviewed on and is reviewed periodically.
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