Investment management

Unconstrained, multi-asset class investors with an award winning track record...

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Saltus was founded in 2004 to bring institutional calibre portfolio management to UK private clients. We continue to invest with the same belief that excellence should be available to everybody, which has always driven our business. For us, this means using:

Our proven model

At the core of our investment philosophy is an approach that is pioneered by some of the most sophisticated institutional managers in the world and isn’t widely available to UK private clients. We construct portfolios by looking at a much broader range of asset classes than our peers with the aim of achieving the highest risk adjusted returns possible. We do invest in more traditional asset classes but also typically invest a higher proportion of our clients’ money in alternative investments, where we believe we can find more dependable returns.

An unconstrained approach 

In our core strategies, we believe investing should be unconstrained, with no bias towards any asset class, country, or style. A more traditional  investment method is to restrict decision making to a rigid asset allocation, regardless of the current or anticipated market environment. In an ever-changing world, this can be limiting when seeking optimal returns. 

A global outlook

Unlike many UK-based wealth management firms, which still tend to have a significant UK bias, we invest globally. Our clients have access to a wider range of investment opportunities to achieve their financial objectives.

Unique investment strategies for unique clients

Every client has different tolerances, objectives and beliefs. Whether they want to grow or preserve their wealth or have strong views about whether their investments should be actively or passively managed. We have a range of options available so we can tailor our investment strategies to your needs. Our focus will always be on what you need your money to deliver for you.

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Do you need help managing your investments?

Our team can recommend an investment strategy to meet your financial objectives and give you peace of mind that your investments are in good hands. Get in touch to discuss how we can help you.

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What to expect from our investment management service

Our investment approach wins awards for reasons that matter. We’ve been recognised for both our investment philosophy and the returns we’ve delivered for our clients, particularly through challenging market environments.

We can provide a wide range of investment management solutions so we can find the one that best meets your needs, with the aim of delivering optimal risk-adjusted returns. There will likely be times when different approaches are needed dependent on circumstance. Some of our clients prioritise the potential of higher returns, whilst others are focused on lower costs for example. Your dedicated investment adviser can help ensure that the most suitable option is in place based on your requirements.

We don’t believe any one asset management firm can be best in class across every asset class, all of the time. Having access to specialist managers with an understanding of the local economic environment can be crucial when aiming for above market returns. 

We believe in a team approach to managing money rather than individual ‘star’ portfolio managers. This means our clients benefit equally from the teams’ experience. The investment team’s sole role is to manage money. They are specialists in their field with an average of almost 20 years of experience per member. Importantly, this means many of the team have invested through different regimes and economic environments, which can be key in making the correct investment decisions today. 

When Saltus employees’ and partners’ investments are combined, they would be one of our largest clients. Typically, when we’re making investment decisions for our clients, we’re making them for our own money as well. 

Unfortunately, many managers select meaningless benchmarks when displaying performance to their clients. When we present our performance versus a benchmark, we use an independent assessment body (ARC). The benchmark compares us to the peer group with the purpose of answering the main question clients have – ‘is my money performing better with Saltus than it would with other wealth management firms?’. We are proud of our industry leading track record. More information on this can be found below.

Track record

We harness the latest and proprietary technology to both construct our portfolios and provide our services to our clients. Whether this is using our own ‘Five Factor’ model to identify managers delivering consistent ‘skill’ in our active strategies, or providing our bespoke mobile app so clients can easily view how their money is invested. 

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What our clients have to say about us...

Watch the below videos to hear how we’ve helped clients where sophisticated portfolio management was key.

How it works...

Initial call

A quick call to establish if we’re the right partner for you and which Relationship Manager is best place to help meet your needs…

Initial call

A quick call to establish if we’re the right partner for you and which Relationship Manager is best place to help meet your needs…

Discovery Meetings

Your Saltus Relationship Manager will spend time understanding what’s important to you. They’ll establish your investment objectives and listen to any concerns you may have too…

Discovery Meetings

Your Saltus Relationship Manager will spend time understanding what’s important to you. They’ll establish your investment objectives and listen to any concerns you may have too…

Proposal

Our expert team will provide a personalised recommendation and outline the investment approach most suited to your needs.

Proposal

Our expert team will provide a personalised recommendation and outline the investment approach most suited to your needs.

Start our journey together

We’ll take care of any transfers and begin a long-term relationship that will evolve over time…

Start our journey together

We’ll take care of any transfers and begin a long-term relationship that will evolve over time…

Our service levels...

Saltus Premier

For clients wanting high quality advice delivered in an approachable and relatable way…

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Saltus Private Office

For individuals with significant assets requiring a team at the centre of their financial sphere…

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Meet the Saltus Asset Management team

Our team includes some of the most qualified and experienced investment managers and analysts in the industry...

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Investment Management Frequently Asked Questions

We work with individuals from all walks of life and have a diverse client list consisting of people from professional backgrounds (including senior executives, entrepreneurs, lawyers, accountants, consultants and others) and non-professional backgrounds alike.

We typically work with clients with £250,000 or more in investable assets.

We can evidence that we operate differently to other managers in the marketplace. Whilst we can demonstrate a track record of industry leading risk adjusted returns, importantly, we can also evidence consistent low correlation to other managers (as measured by the ARC indices). We don’t just say we’re different, we can show it. 

For many clients, their focus is on growing their portfolio of investments over time. Others place a greater emphasis on tax planning or may require complex pension advice. If it is needed, Saltus Financial Planning can facilitate any financial planning advice our clients require. 

Yes. Saltus has its own in-house investment platform. This means that we don’t outsource our technology to a third-party provider and can make continued improvements without restriction, based on our clients’ experience.

Once you have contacted us, we’ll have an initial discussion to understand more about what you are trying to achieve and how any existing investments you hold are managed. We’ll then have some further meetings to garner an in-depth understanding of your requirements and provide you with a personalised report that outlines our recommended investment approach. 

There’s no charge for the initial steps. As the investment strategy we use will be dependent on your objectives, charges will be based on what’s recommended to you. These will be outlined in full before you progress with us. 

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Contact us today to discuss how we can help you.
Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)

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Who we work with:

  • Individuals with £250,000 or more in investable assets. This includes pensions, ISAs, other tax-wrappers and cash available for investment.
  • Institutions
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We will treat your personal information with respect. By submitting this form, you understand that we will process your information in accordance with our privacy policy, and that you may receive ongoing insights from Saltus by email, phone or post.

Saltus Asset Management is a trading name of Saltus Partners LLP which is authorised and regulated by the Financial Conduct Authority. Information is correct to the best of our understanding as at the date of publication. Nothing within this content is intended as, or can be relied upon, as financial advice. Capital is at risk. You may get back less than you invested. Tax rules may change and the value of tax reliefs depends on your individual circumstances.
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