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Ocean Credo is a family investment office that provides premium wealth management and investment advisory services to a select group of New Zealand families and to foreign investors seeking to relocate to New Zealand.

Ocean Credo is a joint venture between Ocean Partners, a local boutique merchant bank and Credo Group, a premium wealth manager based in London. Credo Group has in excess of £1 billion under management on behalf of a select group of international investors.

Providing our clients with tailored banking, investment, estate management and tax solutions, we are tasked with a single goal of sustaining and growing long term wealth.

Our aim is to provide revenue for today while protecting capital for tomorrow.

We are much more than an investment house. Integrating all of a family's needs into one office, Ocean Credo provides oversight and co-ordination for all aspects of the investment process, be it:

  • Access to private banking and financing solutions;
  • Asset management and portfolio re-balancing;
  • Investment management and strategy development;
  • Corporate finance advisory and capital raising;
  • Estate planning and trust management;
  • Trust and fiduciary services; or
  • Tax structuring and related legal services.

 

Earthquake Update

Our thoughts and deepest sympathies are with everyone affected by the Christchurch Earthquake. We are committed to supporting our staff and clients, their respective families along with the wider Christchurch community.

We are most fortunate that the Ocean Partners' families are safe following the earthquake. While like many we have been unable to resume operations from our offices, we were able to restore server facilities and are working remotely to ensure where possible that client needs are met at this critical time.

Our telephone and email contact details remain the same.

NEWS

Tuesday, 7 July 2009

Jane Siebels, Chairman and Chief Investment Officer of Green Cay Asset Management, was recently in New Zealand to promote her investment fund that invests in hard assets. She caught up and talked strategy with Corin Dann, of TVNZ NZI Business.

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Tuesday, 8 April 2008

Christchurch-based investment bank Ocean Partners has announced a joint venture with London-based specialist wealth manager Credo Capital to offer unique products to high net worth investors in New Zealand,

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