Investment Fund Awards 2018

www.wealthandfinance-news.com 32 Wealth & Finance International - 2018 Investment Fund Awards Saltus Investment Managers Founded in 2004, today Saltus manages and advises on assets of £930m, through discretionary portfolios and funds, either direct, or through intermediaries. Since inception the firm’s objective has been to preserve and grow wealth for its clients over time, irrespective of investing conditions. This ambition is achieved through an approach that is simple, practical and different. The Saltus Investment Team believe that controlling risk is at the heart of generating consistent returns. They source and invest with the best managers for each specific investment opportunity. They diversify widely and invest in as many different asset classes, geographies and styles as possible to reduce the portfolios reliance on any one factor. From its offices around the country, Saltus supports a range of investors offering them award- winning financial solutions. Their clients include private individuals, family groups and charities investing their pensions, trusts, investments and ISAs. The business has been built on referrals and this is testimony to the quality of its services. Saltus Investment Managers is an independently owned investment management and financial planning company. Having recognised the firm in our prestigious Investment Fund Awards for 2018 we profile it to share an insight into the secrets behind its success. Best Independent Investment Manager 2018 - UK Stats Investment Management To ensure that clients’ portfolios are commensurate with their appetite for risk, Simon Armstrong and Jon Macintosh established the Investment Committee at the outset and they were joined by David Cooke in 2010. This is the team responsible for the Saltus track record. They are all equity partners of Saltus and invest their own money alongside their clients. The Investment Committee has been enlarged with the addition of Michael Stimpson in 2017. The investment team has been further enhanced with the addition of Jamie Philip who joined as graduate trainee and is now an Investment Manager. Charlie Ambler joined as an Investment Analyst. In total there are now six members on the investment team, and together they ensure that clients receive the advice and investment options that are right for them. Alongside its investment solutions, Saltus also provides specialist financial advice. Saltus Financial Planning dovetails perfectly with the firm’s investment management capabilities. The team build strong and lasting relationships with their clients over time, helping them to achieve their aspirations by really understanding what matters to them most. Saltus is a growing business with an outstanding track record. The close-knit team is passionate, dynamic and agile with a unique family culture. The business is founded on a combination of heavyweight institutional experience and the desire to look after their clients on their journey through life. The ultimate aim is to give their clients peace of mind and a good night’s sleep… Company: Saltus Investment Managers Contact: Gemma Reilly Address: Solent Business Park, 3700 Parkway, Whiteley, Fareham, P015 7AW, UK Phone: 01489 663 700 Website: http://www.saltus.co.uk/ FD180014