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  • Home
  • About Us
    • About Us
    • Meet the team
    • In the community
  • Why invest with us
    • Our approach
    • Our performance
    • Testimonials
    • FAQs
  • Investment insights
    • Latest Investment insights
    • Monthly Market commentary
  • Client Login
  • Contact us

What our clients say

From business exit to alternative investment confidence. 

After a successful business exit, our client Mike Ridgway faced a challenge common among entrepreneurs with significant liquidity: how to construct a resilient investment strategy beyond traditional asset classes. 

In the video below, Mike shares his experience of incorporating alternative investments into a more deliberate, diversified approach to wealth management. He reflects on the importance of measured decision-making following a major liquidity event, accessing specialist investment expertise, and working with a boutique team that prioritises transparency, active engagement, and long-term capital outcomes. 

Watch the full story to hear how alternative investments, supported by experience and trust, became a core component of his strategy, and why Saxe Coburg was the right partner for his next chapter.

What our clients say

Saxe offers access to alternative investments that are typically hard to reach, delivering strong returns with lower risk. Their absolute focus on capital preservation provides both reassurance and results.

As my circumstances change, they adapt quickly, realigning my portfolio to suit my needs at the time. Their expertise and agility make them an invaluable partner in managing my wealth.

– Alistair Sutherland

After selling my business, I was faced with the daunting task of investing the money and had no idea where to begin. That’s when I sought advice from Saxe Coburg—and Mark and Sam immediately put me at ease. Their integrity, deep expertise, and ability to clearly explain their investment strategy gave me complete confidence in their approach.

– Mike Ridgway

Saxe Coburg complements my two other fund managers with a diverse strategy that lets me set a distinct risk profile. They give me options that help balance my portfolio that I cannot get from larger, traditional fund managers.

This also helps me manage my other fund managers more effectively by enabling clear risk-return comparisons, allowing me to take action on poor performance with confidence. I especially value the ability to implement bespoke strategies, which is difficult with the larger managers.

– Nigel Merrett

Saxe Coburg

Boutique Wealth Management

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T: +64 9 489 4890

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Saxe Coburg

437 Lake Road, Takapuna

T: +64 9 489 4890

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