Business Details
22 Years
experience
Trusted Wealth Management Services
Saltus has been delivering tailored wealth management solutions for over two decades, combining institutional-grade investment expertise with a client-centric approach. Our team of chartered financial planners specialises in creating comprehensive strategies that address pensions, tax optimisation, and long-term wealth preservation for high-net-worth individuals and families. With 21 years of industry experience and a 97% client retention rate, we prioritise risk-adjusted returns through carefully selected investment managers while maintaining a boutique service ethos.Our proprietary technology platform enables clients to monitor their portfolios in real time, supported by a dedicated team that ensures transparent communication and proactive financial guidance. Recognised as multiple award winners including Best Wealth Manager and Top 100 Financial Advisers, we maintain Chartered Financial Planning status to uphold the highest standards of professional conduct and service quality.
Services
Wealth Management
Financial Planning
Investment Management
Retirement Planning
Tax Optimisation
Pension Consolidation
Estate Planning
Portfolio Construction
Risk Management
Sustainable Investing
Details
- Year established: 2004
Highlights and features
- We have 21 years of experience working with high-net-worth clients
- Our team holds Chartered Financial Planning status
- We maintain a 97% client retention rate
- We offer proprietary technology for portfolio transparency
- Our investment strategies focus on risk-adjusted returns
Associations and certifications
- Financial Conduct Authority
What people say
Comfortable future
Immediate sense of relief
Personal touch
Unique offering
Tailored guidance
Services
Wealth Management
Our wealth management service combines investment expertise with comprehensive financial planning. We create tailored strategies addressing pensions, tax efficiency, and long-term wealth preservation for high-net-worth individuals. With a focus on risk-adjusted returns and a 97% client retention rate, our approach ensures sustainable growth aligned with personal objectives.
Investment Management
Saltus offers institutional-calibre investment management with a focus on multi-asset class strategies. Our team employs active risk management and carefully selected fund managers to deliver consistent returns. With over 20 years' experience, we combine unconstrained portfolio construction with sustainable investing principles to meet individual client objectives across market cycles.
Retirement Planning
Our retirement planning specialists develop comprehensive strategies for pension optimisation and income generation. We address tax implications, consolidate assets, and create sustainable withdrawal plans. With award-winning expertise, we help clients transition smoothly into retirement while maintaining financial security through market fluctuations and changing personal circumstances.
Tax Optimisation
Saltus provides strategic tax planning services focusing on wealth preservation. Our experts identify legitimate opportunities to reduce tax liabilities through appropriate investment structures and timing strategies. We specialise in complex tax scenarios for high-net-worth individuals, ensuring compliance while maximising after-tax returns across multiple jurisdictions and asset classes.
Estate Planning
Our estate planning service ensures seamless wealth transfer across generations. We develop strategies to minimise inheritance tax while preserving family assets. Through careful structuring of trusts and wills, we help clients protect their legacy while addressing potential legal complexities and family dynamics in the wealth transfer process.
People
Adam Long
Managing Director of Saltus Asset Management
Adam Long leads Saltus Asset Management with extensive investment expertise. He oversees portfolio strategies and manager selection, ensuring institutional-grade service for private clients. His leadership maintains the firm's award-winning track record in multi-asset class investing.
Andy Cawker
Chairman of the board
Andy Cawker serves as board chairman, providing strategic direction across Saltus Partners LLP and Asset Management divisions. With deep industry knowledge, he ensures alignment between business growth and client service excellence while maintaining regulatory compliance standards.
Charles Ambler
Co-Chief Investment Officer
Charles Ambler co-leads investment strategy at Saltus, focusing on portfolio construction and risk management. His expertise in unconstrained asset allocation contributes to the firm's consistent performance across market cycles, maintaining a client-centric investment approach.
David Cooke
Co-Chief Investment Officer
David Cooke shares responsibility for investment strategy, specialising in manager selection and sustainable investing. His institutional experience enhances Saltus' ability to deliver sophisticated solutions to private clients while maintaining rigorous risk controls.
Joshua Biele
Investment Analyst
Joshua Biele contributes to investment research and portfolio monitoring. As part of the analyst team, he supports evidence-based decision-making through detailed market analysis and performance evaluation, ensuring alignment with client objectives and risk parameters.
Questions
What is Saltus' approach to wealth management?
Saltus combines institutional-grade investment strategies with personal service, focusing on risk-adjusted returns through carefully selected managers while creating tailored financial plans for high-net-worth clients.
What minimum investment is required?
We work with individuals who have £250,000 or more in investable assets, including pensions, ISAs, and other tax-efficient wrappers, ensuring appropriate service for high-net-worth clients.
How does Saltus select investment managers?
We employ explicit risk measures and diversification principles, selecting managers based on skill rather than market exposure, with ongoing performance monitoring to maintain consistent returns for clients.
What makes Saltus different from other firms?
Saltus offers institutional-calibre fund management typically reserved for large institutions, combined with boutique service, multiple industry awards, and a 97% client retention rate demonstrating exceptional service quality.
How often do you review investment portfolios?
We conduct regular portfolio reviews with clients, supported by continuous monitoring by our investment team, ensuring strategies remain aligned with objectives and market conditions throughout the year.
What technology platforms do you offer clients?
Our proprietary app and portal provide real-time portfolio visibility, performance tracking, and plan details, developed specifically for client needs with security-focused design principles.
