In 2004 Simon Armstrong and Jon Macintosh took a leap – to set up their own investment management company and to rethink some of the norms of the time resulting in these principles:
- To bring investment management services to private clients that were then only available to very wealthy families and institutions.
- To work within pre-determined risk limits so that more clients’ money can be returned over time than they originally invested, whatever the market conditions.
- To invest globally, across many assets classes, unconstrained by industry benchmarks. And as importantly, to choose not to invest in an asset class or investment strategy, if analysis demonstrates there is no merit.
- To search the world to find what they believe to be the best way to access each investment opportunity.
- To use plain English.
Saltus is an independently owned investment management and financial planning company, established in 2004. We currently manage and advise on assets of over £1.3billion. Our clients are private clients and family groups investing their pensions, trusts, investments and ISAs. Our clients come to us direct, typically through referrals from other clients or are introduced to us through financial advisers, solicitors, accountants, consultants and trustees.
We have a team of 90 people based in our offices in London, Manchester, the Solent, Bournemouth and Ferndown.
Our objective is to preserve and grow the wealth of our clients over time, irrespective of investing conditions. We do this through risk based, multi-asset class investing.