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, Adminis Limited.

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