Investment management

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

Safe in our hands...

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

Saltus was founded in 2004 to bring institutional calibre fund 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.

Our core investment approach

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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. 

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 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 you 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 you 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…

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. 

Request a call back...

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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About Saltus?

Find out more about our award-winning wealth management services…

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

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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