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Saltus Portfolios

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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
View our investment performance
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Winner

Best Financial Advisers to Work For

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 Financial Advisers to Work For

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

Professional Adviser

Winner

Best Financial Advisers to Work For

Good Money Guide Investment Awards 2026

Winner

Best Wealth Manager

PAM Awards

Winner

Investment Performance: Defensive (Balanced) Portfolios

PAM Awards

Finalist

Investment Performance: Growth & High Growth Portfolios

Money Age

Shortlisted

Wealth Management Company of the Year (£10bn+ AUM)

FT Adviser

Winner

Top 100 Financial Advisers

Good Money Guide Awards 2025

Winner

Best Wealth Manager

PAM Awards 2025

Winner

Investment Performance: Cautious Portfolios

CityWire's Top 100 2024

Winner

Top 100 Fund Selectors 2024

The Sunday Times

Winner

Best Places to Work 2024

PA Awards 2024

Winner

Best Financial Advisers to Work For

PAM Awards 2024

Finalist

Investment Performance

Citywire Investment Performance Awards 2023

Finalist

Best Medium Firm

Citywire Investment Performance Awards 2023

Finalist

Investment Performance: Cautious Portfolios

Citywire Investment Performance Awards 2023

Finalist

Investment Performance: Balanced Portfolios

MoneyAge Awards 2023

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Magic Circle Awards 2023

Winner - Silver

Financial Planning Firm of the Year (Large)

PA Awards 2023

Finalist

Best Client Engagement (Advisers)

PA Awards 2023

Finalist

Adviser Firm of the Year: South West & Wales

MoneyAge Awards 2022

Finalist

Financial Adviser of the Year: Small to Medium Firm

Spear's Awards 2022

Finalist

Client Relationships Award

MoneyAge Awards 2022

Finalist

Small to Medium Wealth Management Firm of the Year

PA Awards 2022

Winner

Best Financial Advisers to Work For

Magic Circle Awards 2022

Finalist

Financial Advisory Firm of the Year

PA Awards 2022

Finalist

Adviser Firm of the Year

Spear's Wealth Management Awards 2021

Finalist

Client Relationships Award

UKBA'21

Winner

Financial Services, Banking and Insurance Firm of the Year

MoneyAge Awards 2021

Finalist

Small to Medium Wealth Management Firm of the Year

PAM Awards 2020

Finalist

Investment Performance Cautious Portfolios

PAM Awards 2019

Winner

Investment Performance Cautious Portfolios

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

Assessment of Value

Assessment of Value – Multi Asset Class

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

Assessment of Value

Assessment of Value – Managed

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

Assessment of Value

Assessment of Value – Managed Plus

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

Assessment of Value

Assessment of Value – Global Market

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

Assessment of Value

Assessment of Value – Income

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

Assessment of Value

Assessment of Value – Sustainable

maps

Latest investment updates

Download our Central Investment Proposition
Download our Quarterly Market Update

Asset allocation update

Reflections of the CIO…

Iran war: How global markets are responding

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.  

He joined Saltus in 2010, following a successful career at Goldman Sachs where he worked across UK, European and later Global Equities, ultimately holding the role of Executive Director. Before joining Saltus, David also served as a Managing Director at DrKW investment bank and worked at CQS, one of London’s most established and respected hedge funds.

He holds an MA in Engineering, Economics and Management Science from Lincoln College, Oxford University.

Charles Ambler

Charles has been an investment specialist for over 15 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 Charterholder and a partner in the business. Notably, Charles was recognised in Citywire’s Top 100 Wealth Managers for 2024.

David Cooke

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

He joined Saltus in 2010, following a successful career at Goldman Sachs where he worked across UK, European and later Global Equities, ultimately holding the role of Executive Director. Before joining Saltus, David also served as a Managing Director at DrKW investment bank and worked at CQS, one of London’s most established and respected hedge funds.

He holds an MA in Engineering, Economics and Management Science from Lincoln College, Oxford University.

Charles Ambler

Charles has been an investment specialist for over 15 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 Charterholder and a partner in the business. Notably, Charles was recognised in Citywire’s Top 100 Wealth Managers for 2024.

Get in touch...

Nick Heath
Nick Heath

[email protected]
02072 927182

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.

Sustainable investing

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.

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