Saxe-Coburg is a small boutique client focused business

We provide a bespoke discretionary management service where every client has their own unique mandate.

We draw from a broad universe of available investments including cash, bonds, equities, equity funds both listed and unlisted, alternative funds including credit, macro, merger and arbitrage, event driven, long/short equity, market neutral, long biased, futures based trading funds and funds which invest in hard assets.

Since the tax changes in 2007 which removed the tax advantages of direct investment, in fact moved the advantage to managed funds, we have focused our research effort more on funds, with a particular focus on alternative strategies.

When constructing portfolios to mandate, we endeavour to combine best in class managers which are uncorrelated to each other.  In so doing we create diversification, which is central to managing risk and portfolio volatility.

We conduct our own research, travelling extensively and have developed our own proprietary research tools.  This allows us to explore a broad range of investment options not commonly available to NZ investors.

 

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Contact Us

Our Office Location

437 Lake Road
Takapuna
Auckland
New Zealand