Business Details
22 Years
experience
Your Trusted Wealth Management Partner
Saltus Partners LLP has been delivering tailored wealth management solutions across the UK for over two decades. With a client retention rate of 97% and 9.4 billion in assets under advice, we combine institutional-grade investment strategies with deeply personal financial planning. Our team of 400+ professionals specialises in pensions, tax optimisation, and multi-asset class portfolio management, serving individuals with 250,000+ in investable assets.We maintain Chartered Financial Planning status while preserving the boutique service ethos that earned our industry recognition. Our proprietary technology platform empowers clients with comprehensive visibility over their wealth, supported by rigorous security protocols that ring-fence client assets through dedicated custodians. This dual focus on innovation and tradition enables us to deliver risk-adjusted returns aligned with individual life goals.
Services
Wealth Management
Financial Planning
Investment Management
Pension Planning
Tax Optimisation
Asset Allocation
Risk Management
Estate Planning
Portfolio Construction
Sustainable Investing
Details
- Year established: 2004
Highlights and features
- We have 21 years' experience managing 9.4 billion in assets
- Our 97% client retention rate demonstrates exceptional service consistency
- Award-winning investment management with institutional-grade strategies
- Proprietary technology platform provides comprehensive wealth visibility
- Chartered Financial Planning status ensures professional excellence
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 for high-net-worth individuals, focusing on risk-adjusted returns through multi-asset portfolios. With 9.4 billion in assets under advice, our approach integrates tax optimisation, pension planning, and estate management to help clients achieve long-term financial goals while maintaining flexibility for life's changes.
Financial Planning
Our financial planning service develops comprehensive strategies aligned with individual life objectives. We analyse current financial positions, model future scenarios, and create actionable plans for retirement, tax efficiency, and wealth transfer. Using advanced cashflow modelling tools, we help clients with 250,000+ in assets make informed decisions about their financial future while maintaining adaptability to changing circumstances.
Investment Management
Our investment management service offers unconstrained multi-asset portfolio solutions. With expertise in both active and passive strategies, we select managers based on skill rather than market exposure. Our approach focuses on risk management through diversification while delivering competitive performance, as demonstrated by our 59% return over 10 years compared to industry benchmarks.
Pension Planning
Specialist pension planning services help clients maximise retirement savings while optimising tax efficiency. We consolidate existing pensions, recommend appropriate structures, and develop withdrawal strategies that align with overall financial plans. Our approach considers changing regulations and individual circumstances to ensure clients achieve their desired retirement lifestyle.
Tax Optimisation
Our tax optimisation service identifies legitimate opportunities to reduce tax liabilities across all aspects of wealth management. We implement strategies for income tax, capital gains tax, and inheritance tax planning, using appropriate tax wrappers and investment vehicles. This service integrates with overall financial planning to maximise after-tax returns while maintaining compliance with regulatory requirements.
People
Adam Long
Managing Director of Saltus Asset Management
With extensive experience in asset management, Adam leads Saltus' investment team. He focuses on delivering institutional-grade strategies to private clients while maintaining the firm's commitment to risk-adjusted returns and responsible investing.
Andy Cawker
Chairman of the board
As board chairman, Andy provides strategic leadership across Saltus Partners LLP and Saltus Asset Management. His expertise in financial services governance ensures the firm maintains its Chartered Financial Planning status and industry-leading standards.
Charles Ambler
Co-Chief Investment Officer
Charles oversees investment strategy development and manager selection. With deep expertise in multi-asset portfolios, he ensures Saltus' investment approach remains aligned with client objectives while maintaining competitive performance.
David Cooke
Co-Chief Investment Officer
David co-leads Saltus' investment team, focusing on portfolio construction and risk management. His institutional background enables the firm to deliver sophisticated strategies typically reserved for large institutional clients to private investors.
Joshua Biele
Investment Analyst
Joshua contributes to Saltus' investment research and analysis. His work supports the firm's manager selection process and portfolio construction, ensuring clients benefit from rigorous due diligence and market insights.
Questions
What is wealth management?
Wealth management is a comprehensive service combining investment management, financial planning, and tax strategies to help high-net-worth individuals grow, protect, and transfer their wealth according to personal life goals.
Who needs wealth management?
Wealth management suits individuals with £250,000+ in investable assets seeking professional guidance for retirement planning, tax optimisation, and multi-generational wealth transfer.
What is private wealth management?
Private wealth management offers tailored financial services for high-net-worth individuals, including bespoke investment strategies, estate planning, and tax-efficient solutions designed for complex financial situations.
How do I choose a wealth manager?
Select a wealth manager with proven experience, relevant qualifications, and a strong track record serving clients with similar financial profiles. Look for firms with demonstrable client satisfaction and institutional-grade investment capabilities.
What is the Saltus Wealth Index?
The Saltus Wealth Index measures financial confidence and concerns of 2,000 UK high-net-worth individuals biannually, providing insights into wealth trends and economic sentiment among affluent clients.
How do you keep client money safe?
We implement multiple security layers including ring-fenced client assets through dedicated custodians, technology stress testing, and compliance with Financial Conduct Authority regulations to protect both financial assets and personal data.
