Saltus Passive
Saltus Model Portfolios
Our philosophy
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.
For us this means:
- Controlling risk is at the heart of generating consistent returns. We 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 us 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 we leave the world a better place than we found it
Winner
Best Wealth Manager
Winner
Investment Performance: Defensive (Balanced) Portfolios
Finalist
Investment Performance: Growth & High Growth Portfolios
Shortlisted
Wealth Management Company of the Year (£10bn+ AUM)
Winner
Top 100 Financial Advisers
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
Finalist
Best Medium Firm
Finalist
Investment Performance: Cautious Portfolios
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)
Finalist
Best Client Engagement (Advisers)
Finalist
Adviser Firm of the Year: South West & Wales
Finalist
Financial Adviser of the Year: Small to Medium Firm
Finalist
Client Relationships Award
Finalist
Small to Medium Wealth Management Firm of the Year
Winner
Best Financial Advisers to Work For
Finalist
Financial Advisory Firm of the Year
Finalist
Adviser Firm of the Year
Finalist
Client Relationships Award
Winner
Financial Services, Banking and Insurance Firm of the Year
Finalist
Small to Medium Wealth Management Firm of the Year
Finalist
Investment Performance Cautious Portfolios
Winner
Investment Performance Cautious Portfolios
Winner
Best Wealth Manager
Winner
Investment Performance: Defensive (Balanced) Portfolios
Finalist
Investment Performance: Growth & High Growth Portfolios
Shortlisted
Wealth Management Company of the Year (£10bn+ AUM)
Winner
Top 100 Financial Advisers
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
Finalist
Best Medium Firm
Finalist
Investment Performance: Cautious Portfolios
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)
Finalist
Best Client Engagement (Advisers)
Finalist
Adviser Firm of the Year: South West & Wales
Finalist
Financial Adviser of the Year: Small to Medium Firm
Finalist
Client Relationships Award
Finalist
Small to Medium Wealth Management Firm of the Year
Winner
Best Financial Advisers to Work For
Finalist
Financial Advisory Firm of the Year
Finalist
Adviser Firm of the Year
Finalist
Client Relationships Award
Winner
Financial Services, Banking and Insurance Firm of the Year
Finalist
Small to Medium Wealth Management Firm of the Year
Finalist
Investment Performance Cautious Portfolios
Winner
Investment Performance Cautious Portfolios
Winner
Best Wealth Manager
Winner
Investment Performance: Defensive (Balanced) Portfolios
Finalist
Investment Performance: Growth & High Growth Portfolios
Shortlisted
Wealth Management Company of the Year (£10bn+ AUM)
Winner
Top 100 Financial Advisers
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
Finalist
Best Medium Firm
Finalist
Investment Performance: Cautious Portfolios
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)
Finalist
Best Client Engagement (Advisers)
Finalist
Adviser Firm of the Year: South West & Wales
Finalist
Financial Adviser of the Year: Small to Medium Firm
Finalist
Client Relationships Award
Finalist
Small to Medium Wealth Management Firm of the Year
Winner
Best Financial Advisers to Work For
Finalist
Financial Advisory Firm of the Year
Finalist
Adviser Firm of the Year
Finalist
Client Relationships Award
Winner
Financial Services, Banking and Insurance Firm of the Year
Finalist
Small to Medium Wealth Management Firm of the Year
Finalist
Investment Performance Cautious Portfolios
Winner
Investment Performance Cautious Portfolios
Saltus Active
Abacus Passive DFM
Abacus Active DFM
Updates
Our experts
David Cooke
Co-Chief Investment Officer
David Cooke
David is Co-Chief Investment Officer and sits on the investment management and asset allocation committees.
He joined Saltus in 2010, beginning his career at Goldman Sachs working in the UK, European and latterly Global Equities, and holding the position of Executive Director. Between leaving Goldman Sachs and joining Saltus, David also worked as a Managing Director at DrKW investment bank and at CQS, one of London’s most successful hedge funds.
He has an MA in Engineering, Economics and Management Science from Lincoln College, Oxford University.
Adam Long
Managing Director of Saltus Asset Management
Adam Long
Adam is passionate about developing long standing relationships with his clients. He advises entrepreneurs, professionals, trustees, and retirees in various stages of life on how best to preserve or grow their wealth.
Managing his clients’ wealth typically involves much more than asset allocation. Adam spends time developing a deep understanding of what’s important to his clients before investing their funds to help them achieve it. He also works closely with clients’ lawyers and accountants to reach optimal outcomes and has regular discussions with younger family members to engage the next generation.
Adam is Managing Director of our asset management business, a CFA Charterholder, a Chartered Fellow of the CISI and has a degree in Economics.
David Cooke
David is Co-Chief Investment Officer and sits on the investment management and asset allocation committees.
He joined Saltus in 2010, beginning his career at Goldman Sachs working in the UK, European and latterly Global Equities, and holding the position of Executive Director. Between leaving Goldman Sachs and joining Saltus, David also worked as a Managing Director at DrKW investment bank and at CQS, one of London’s most successful hedge funds.
He has an MA in Engineering, Economics and Management Science from Lincoln College, Oxford University.
Adam Long
Adam is passionate about developing long standing relationships with his clients. He advises entrepreneurs, professionals, trustees, and retirees in various stages of life on how best to preserve or grow their wealth.
Managing his clients’ wealth typically involves much more than asset allocation. Adam spends time developing a deep understanding of what’s important to his clients before investing their funds to help them achieve it. He also works closely with clients’ lawyers and accountants to reach optimal outcomes and has regular discussions with younger family members to engage the next generation.
Adam is Managing Director of our asset management business, a CFA Charterholder, a Chartered Fellow of the CISI and has a degree in Economics.
