We manage each client’s portfolio to an “investment mandate” which is designed to meet each clients’ objectives

Saxe-Coburg provides a discretionary investment management service (DIMS). 

We manage each client’s portfolio to an “investment mandate” which is designed to meet each clients’ objectives

Investment mandates are reviewed annually

All client assets are held by an independent Custodian, “Custodial Services Limited”, a wholly owned subsidiary of Craigs Investment Partners.

SCL reports to clients monthly, quarterly or six monthly, depending on client preference and undertake one on one reviews annually.

Clients have on-line access to their custodial account and can check holdings and valuations at their leisure.

 

 

 

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Contact Us

Our Office Location

437 Lake Road
Takapuna
Auckland
New Zealand