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.

Saxe-Coburg provides reports to clients monthly, quarterly or six monthly, depending on client preference, and most importantly we are available 24/7 to discuss any concern that you may have.  Under our discretionary management service, we also provide quarterly and annual reporting to you in accordance with our obligations under the Financial Markets Conduct Act 2013 and the Financial Markets Conduct Regulations 2014.

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