Saltus Private Office
For individuals with significant assets requiring a team at the centre of their financial sphere…
Saltus Private Office clients typically have complex affairs and believe the best outcomes are derived from collaboration, informed by detailed economic, political and market analysis.
We understand that managing money is not just a responsibility to be taken seriously, but an intellectual challenge which requires clarity of thought and, at times, the courage to follow the direction the analysis points to rather than the path well-travelled.
Your team
Our Private Office clients have unfettered access to our investment management team, alongside their dedicated Saltus Relationship Manager. Importantly, we act as an anchor at the centre of your financial sphere. Clients come to us with legal, accountancy and corporate finance requirements, which we arrange for them via well established and trusted partners.
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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.
