Tom Matterson
Investment Manager, Partner
Tom specialises in helping clients achieve their financial objectives through the careful management of investment portfolios. He strongly believes the best way to do this is through developing deep relationships with his clients to fully understand their individual circumstances and aims, and then building portfolios accordingly. This is done from a core of exceptional client service, so he can give his clients the best experience possible. Tom serves a broad range of clients, including individuals, trusts, charities, and companies, both in the UK and internationally.
Tom has been managing and advising on investments for over a decade, with a particular focus on multi asset class portfolios. He has success in preserving and growing his clients’ capital over the long term, and as a result has helped many clients achieve what is important to them with their wealth. Tom worked at Ruffer LLP before joining Saltus.
Tom is an investment manager at Saltus, a CFA Charterholder, a Chartered Fellow of the CISI and has a degree in Economics.
Tom is dedicated to helping clients reach their financial goals through meticulous investment portfolio management.
At home...
Outside of investments, Tom enjoys hiking, sailing, cycling and swimming, and more recently, spending time with his newly arrived twin boys.
Find out more about Tom Matterson...
Education
Qualifications
- BSc Economics
- CFA Investment Manager Certificate \”IMC”\ - QCF Level 4
- CISI Private Client Investment Advice and Management \”PCIAM”\ - QCF Level 6
- Chartered Financial Analyst \"CFA"\ - QCF Level 7