Investment management
Our partner, Saltus Asset Management, is an unconstrained, multi-asset class investor with an award winning track record.
The Saltus Asset Management philosophy
Saltus was founded in 2004 to bring institutional calibre fund management to UK private clients. They continue to invest with the same belief that excellence should be available to everybody, which has always driven their business.
For Saltus this means:
- Controlling risk is at the heart of generating consistent returns. They use explicit rather than subjective measures of risk in portfolios
- Diversifying very widely so no portfolio is too subject to any one risk factor
- Being unconstrained, allowing Saltus to seek out investments where the return generated depends on the skill of the manager, not just the return of the market
- Investing responsibly to ensure they leave the world a better place than they found it
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Investment management
We are unconstrained, multi-asset class investors with an award winning track record. The asset management team serves both institutions and individuals. This focus and experience means our UK private clients have access to superior investment solutions that are typically unavailable to retail clients.
Investment process
Our team of experts will partner with you to tailor a suitable investment mandate with an appropriate risk budget. Our Asset Allocation Committee shapes the core components of our investment portfolios before assigning capital to various asset classes through an allocation to third party managers.
Track record
We have a long track record of producing superior risk-adjusted returns for our clients. This is in part due to our ability to consistently identify third-party investment managers who outperform their benchmarks. We do this through a proprietary ‘Five Factor’ model designed to identify investment manager capability.
Environmental, Social and Governance
We believe in responsible investment management, and so assess Environmental, Social and Governance (ESG) factors are assessed prior to making any investment decision. We then continue to work closely with third party managers on an ongoing basis to improve their ESG performance.
Professionals
Our expert investment management team has an established history of working in partnership with professional intermediaries. We help provide the support your clients may need and understand the requirements of each separate case prior to designing a suitable investment strategy.
