“Alternatives” is a broad term used to describe investments outside the traditional approach to investing in assets like shares, bonds and property.  Some alternative investments, such as private equity or venture capital, require longer-term commitments, while others are more liquid and can be accessed with greater ease. 

At Saxe Coburg, we focus on liquid alternatives that align with our clients’ objectives. These strategies offer greater flexibility and diversification, helping to build stronger, more resilient portfolios that support your long-term investment goals.

At Saxe Coburg, we focus on alternative investments to help build stronger, more resilient portfolios. While many of our clients have a significant allocation to alternatives, every portfolio is tailored to individual goals and circumstances. Depending on your objectives, your strategy may also include a mix of traditional assets such as shares and bonds. 

Yes. We partner with international investors who wish to establish a meaningful presence in New Zealand through the Investor Visa programme. We help you identify high-quality opportunities that reflect the stability, integrity, and long-term appeal of the New Zealand economy. 

With tailored advice, global perspective, and trusted local insight, we ensure your investment not only fulfils residency criteria but also lays the foundation for enduring wealth and legacy. 

At Saxe Coburg, your management fee is calculated as a percentage of your portfolio’s value, with the rate decreasing as amount invested increases (sliding scale). 

• Custodian fee: An additional 0.20% per year, charged separately. 

• Tax benefit: Both fees are tax-deductible, reducing your overall cost. 

• Payment: Fees are automatically deducted monthly from your portfolio by the custodian, Adminis NZ Ltd. 

We believe in transparency, so if you’d like a personalised breakdown or a further discussion, please let us know. 

Most investments in Saxe Coburg’s portfolios are classified as Foreign Investment Funds (FIFs) under NZ tax rules. For these investments, you’ll need to report these to the IRD each year. The tax paid can often be favourable to New Zealand tax payers. 

For FIFs, each year investors typically choose the lower of two calculation methods: 

• Fair Dividend Rate (FDR): Tax is 5% of the opening value (regardless of actual returns). 

• Comparative Value (CV): Tax is based on the actual gain or loss over the year. 

Note, the above does not constitute Tax Advice, please contact us to discuss further or for personalised tax advice, please discuss this with your accountant. 

We partner with Adminis NZ Ltd, a trusted custodian and administrator, to safeguard and manage all client assets. 

Adminis NZ Ltd’s key responsibilities include: 

• Secure custody – Holding and protecting your assets. 
• Daily operations – Processing settlements, collecting and recording of income. 
• Reporting & compliance – Providing portfolio valuations, pricing, tax calculations, and year-end reports. 
• Online access – Providing online access to all holdings and record of transactions. 

They’ve been our partner since March 2021, ensuring your investments are administered with precision and care.