Media
Saltus acquires Tavistock’s financial advice businesses
3 October 2024
Saltus has acquired Tavistock’s financial advice businesses, Tavistock Partners Limited (“TPL”) and Tavistock Partners (UK) Limited (“TPUK”) subject to approval from the regulator for a total consideration of up to £37.75m. – Saltus has acquired Tavistock Partners Limited and the assets of Tavistock Partners (UK) Limited, including the leading Abacus and Duchy brands – The […]
High net worth individual confidence in UK economy rises, but areas of concern remain – Saltus Wealth Index
24 September 2024
The Saltus Wealth Index – a barometer of HNWIs’ confidence in the UK economy and their personal finances – has shown some growth with the departure of the previous Government, but remains short of its peak in 2022. The confidence of high net worth individuals (HNWIs) in the UK economy has risen to record levels, […]
Saltus appoints Head of Relationship Management to Partnership Programme
17 July 2024
Wealth management firm Saltus has appointed Nick Heath as Head of Relationship Management for the Saltus Partnership Programme. As a seasoned business development professional, with over 20 years of experience delivering outstanding results within the intermediary and private client markets, Nick Heath has joined the business to oversee the relationship management team within the Saltus […]
Despite Labour’s pledge to add VAT to private school fees, high net worth individuals (HNWIs) will vote for Keir Starmer
6 June 2024
Research reveals 27% of high net worth individuals (HNWIs) would vote Labour, 16% would vote Conservative and 15% would vote Liberal Democrat Even amongst parents who say they will have to pull their children out of private school should Labour add VAT to fees, 23% say they will still vote Labour compared to 16% who […]
Only a third of high net worth individuals maximising new pension annual allowance
23 March 2024
In the first 12 months since the annual allowance for pension contributions rose, despite 42% of high net worth individuals (HNWIs) previously saying they planned to contribute the full £60,000, only a third have contributed more than £40,000 and just 8% more than £50,000 The pension pots of those nearing retirement are currently more than […]
Saltus appoints Bronek Masojada as Chairman
21 March 2024
Wealth management firm Saltus has appointed Bronek Masojada as Chairman to support the firm’s growth agenda, particularly its ambitious plans to scale the Saltus Partnership Programme. With a wealth of experience garnered from his previous role as Chief Executive of Hiscox, Masojada brings invaluable insight and leadership to the Saltus board, as the company continues […]
New COO appointed to drive the development of the Saltus Partnership Programme
8 January 2024
Wealth management firm Saltus has appointed Alistair Stuart as its new Chief Operating Officer to accelerate its ambitious growth plans with a focus on driving the development of the Saltus Partnership Programme. The Saltus Partnership Programme was launched in September 2023 to provide flexible financial and operational support to independent financial planning businesses looking to […]
Advies joins Saltus Partnership Programme
30 October 2023
London-based financial advisory firm Advies has become the latest partner to join the Saltus Partnership Programme. The Saltus Partnership Programme was launched in August, by UK wealth management firm Saltus, to provide a wide range of flexible support and advice to independent financial planning businesses looking to grow, maximise profitability or considering succession. Advies – […]
Saltus launches Partnership Programme to provide tailored support for financial planning firms looking to maximise value
12 September 2023
Saltus has launched a landmark new business unit that will partner with financial planning businesses to maximise their value, whether that is driving performance and growth or considering options for selling. The Saltus Partnership Programme will work with ambitious firms to address the biggest challenges throughout their lifecycle – from scaling their businesses to eventual […]
Saltus appoints Kathryn Kendall as Chief People Officer
8 February 2023
Wealth management firm Saltus has appointed Kathryn Kendall as Chief People Officer to attract and retain the talent needed to realise its ambitious growth plans. In 2022, the firm – which employs more than 200 people and manages client assets of more than £3.1.bn – acquired London-based Higgins Fairbairn Advisory LLP (HFA), and wealth management […]
HNWIs more likely to have taken up yoga, started meditating, or buying organic food than take financial advice in the past 12 months
9 November 2024
The IFA Magazine
Pensions warning as this rule means your contributions may be less than you think
24 October 2024
The Express
Is the Chancellor plotting to tighten gift rules millions of families use to pass on their wealth?
23 October 2024
The Daily Mail
Now Rachel Reeves will tax your pension twice in new Budget inheritance grab
22 October 2024
The Express
How Rachel Reeves’s first Budget could cost you £200,000 (and what you can do about it)
15 October 2024
The Telegraph
I’m a money expert – here’s five tips to make sure your baby is a millionaire by the time they retire
29 September 2024
The Daily Mail
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