Fraud Blocker Saltus Portfolios | Saltus

Saltus Portfolios

Globe

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
Vimeo video
View our investment performance
Download our Central Investment Proposition

Multi Asset Class

Factsheets

Saltus Multi Asset Class – Cautious
Saltus Multi Asset Class – Moderately Cautious (PA)
Saltus Multi Asset Class – Moderately Cautious
Saltus Multi Asset Class – Balanced (PA)
Saltus Multi Asset Class – Balanced
Saltus Multi Asset Class – Growth (PA)
Saltus Multi Asset Class – Growth
Saltus Multi Asset Class – Unconstrained (PA)
Saltus Multi Asset Class – Unconstrained

Lookthroughs

Saltus Multi Asset Class – Cautious
Saltus Multi Asset Class – Moderately Cautious (PA)
Saltus Multi Asset Class – Moderately Cautious
Saltus Multi Asset Class – Balanced (PA)
Saltus Multi Asset Class – Balanced
Saltus Multi Asset Class – Growth (PA)
Saltus Multi Asset Class – Growth
Saltus Multi Asset Class – Unconstrained (PA)
Saltus Multi Asset Class – Unconstrained

calipers

Managed

Factsheets

Saltus Managed – Cautious
Saltus Managed – Moderately Cautious
Saltus Managed – Balanced
Saltus Managed – Growth
Saltus Managed – Unconstrained

Lookthroughs

Saltus Managed – Cautious
Saltus Managed – Moderately Cautious
Saltus Managed – Balanced
Saltus Managed – Growth
Saltus Managed – Unconstrained

compass

Managed Plus

Factsheets

Saltus Managed Plus – Cautious
Saltus Managed Plus – Moderately Cautious
Saltus Managed Plus – Balanced
Saltus Managed Plus – Growth
Saltus Managed Plus – Unconstrained

Lookthroughs

Saltus Managed Plus – Cautious
Saltus Managed Plus – Moderately Cautious
Saltus Managed Plus – Balanced
Saltus Managed Plus – Growth
Saltus Managed Plus – Unconstrained

ships wheel

Global Markets

Factsheets

Saltus Global Markets – Cautious
Saltus Global Markets – Moderately Cautious
Saltus Global Markets – Balanced
Saltus Global Markets – Growth
Saltus Global Markets – Adventurous

Lookthroughs

Saltus Global Markets – Cautious
Saltus Global Markets – Moderately Cautious
Saltus Global Markets – Balanced
Saltus Global Markets – Growth
Saltus Global Markets – Adventurous

globe

Income

Factsheets

Saltus Income – Cautious
Saltus Income – Moderately Cautious
Saltus Income – Balanced
Saltus Income – Growth
Saltus Income – Unconstrained

Lookthroughs

Saltus Income – Cautious
Saltus Income – Moderately Cautious
Saltus Income – Balanced
Saltus Income – Growth
Saltus Income – Unconstrained

sextant

Sustainable

Factsheets

Saltus Sustainable – Cautious
Saltus Sustainable – Moderately Cautious
Saltus Sustainable – Balanced
Saltus Sustainable – Growth
Saltus Sustainable – Unconstrained

Lookthroughs

Saltus Sustainable – Cautious
Saltus Sustainable – Moderately Cautious
Saltus Sustainable – Balanced
Saltus Sustainable – Growth
Saltus Sustainable – Unconstrained

maps

Latest investment updates

Asset allocation update

Reflections of the CIO…

Mid-year outlook – is value on the horizon?

Our experts

David Cooke

Co-Chief Investment Officer

David Cooke

David Cooke

David is Co-Chief Investment Officer and sits on the investment management and asset allocation committees.

David joined Saltus in 2010. He started his career at Goldman Sachs and over the 12 years up to 2003, David worked in the UK, European and latterly Global Equities, 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.

David has an MA in Engineering, Economics and Management Science from Lincoln College, Oxford University.

Before joining Saltus, David held various senior positions in investment banking and the institutional asset management world.

Charles Ambler

Charles has been an investment specialist for over ten years with specific expertise in multi-asset class investing and a particular focus on mitigating risk. He has a passion for investing and always endeavours to achieve optimal risk-adjusted returns for clients.

Charles is Co-Chief Investment Officer at Saltus. He oversees all aspects of portfolio construction, from asset allocation to fund selection and risk monitoring. He chairs the Investment Committee and is an active member of the Asset Allocation Committee. Charles is a CFA Charter-holder and a partner in the business.

Andrew Fleming

Andrew joined Saltus in 2021 as a Partner and Chairman of Saltus Asset Management. He also chairs the asset allocation committee.

Andrew was previously Chief Executive of Waverton Investment Management. Before that, he was Chief Executive of Kames Capital where he was responsible for the hugely successful growth and rebranding strategy. He also advises wealthy families and is currently Non-Executive Director of Polar Global Healthcare Trust and a trustee of The Rank Foundation where he chairs the investment committee.

David Cooke

David is Co-Chief Investment Officer and sits on the investment management and asset allocation committees.

David joined Saltus in 2010. He started his career at Goldman Sachs and over the 12 years up to 2003, David worked in the UK, European and latterly Global Equities, 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.

David has an MA in Engineering, Economics and Management Science from Lincoln College, Oxford University.

Before joining Saltus, David held various senior positions in investment banking and the institutional asset management world.

Charles Ambler

Charles has been an investment specialist for over ten years with specific expertise in multi-asset class investing and a particular focus on mitigating risk. He has a passion for investing and always endeavours to achieve optimal risk-adjusted returns for clients.

Charles is Co-Chief Investment Officer at Saltus. He oversees all aspects of portfolio construction, from asset allocation to fund selection and risk monitoring. He chairs the Investment Committee and is an active member of the Asset Allocation Committee. Charles is a CFA Charter-holder and a partner in the business.

Andrew Fleming

Andrew joined Saltus in 2021 as a Partner and Chairman of Saltus Asset Management. He also chairs the asset allocation committee.

Andrew was previously Chief Executive of Waverton Investment Management. Before that, he was Chief Executive of Kames Capital where he was responsible for the hugely successful growth and rebranding strategy. He also advises wealthy families and is currently Non-Executive Director of Polar Global Healthcare Trust and a trustee of The Rank Foundation where he chairs the investment committee.

Get in touch...

Clara Buckley
Clara Buckley

[email protected]
02039 633607

Andrew Lock
Andrew Lock

[email protected]
02038 316974

Discover more

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.

Related blog posts

A guide to transferring UK pensions

Manifesto mayhem