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.