Saxe Coburg Limited

Saxe Coburg Limited Hear directly from our clients: www.saxecoburg.co.nz/testimonials/

At Saxe Coburg, we partner with exceptional independent fund managers around the world to help our clients grow and protect their wealth with tailored, conflict-free advice.

AI has been one of the biggest investment themes of recent years. But the story may be changing. As tech companies ramp ...
24/02/2026

AI has been one of the biggest investment themes of recent years. But the story may be changing.

As tech companies ramp up spending and artificial intelligence becomes more powerful, investors are starting to ask harder questions, not just about Big Tech, but about software companies and private markets too.

Is this just market volatility… or something more structural?

In our latest Insight article, we consider what’s happening, and what it could mean for portfolios.

Read more here: https://saxecoburg.co.nz/ai-and-the-repricing-of-expectations/

Get in touch to discuss how we can help manage your portfolio through disruption. https://saxecoburg.co.nz/contact-us/

18/02/2026

When it comes to wealth, trust isn’t optional; it’s essential.

In this clip, our client Mike Ridgway talks about what it means to feel genuinely heard, supported, and actively involved when entrusting others with what you’ve worked hard to build, and why results matter.

🎥 Watch the short clip below, then click through to hear Mike share his story in full. https://saxecoburg.co.nz/testimonials/

The world has changed, and so should your portfolio. See how alternatives like private credit, infrastructure, and hedge...
16/02/2026

The world has changed, and so should your portfolio. See how alternatives like private credit, infrastructure, and hedge funds are reshaping modern wealth strategies.

For serious investors, the question isn’t if to include alternatives, it’s how.

🔗 From our Alternative Advantage series, read 'Beyond Shares: Reimagining the post-60/40 portfolio'. https://saxecoburg.co.nz/beyond-shares/

Ready to see what life beyond the 60/40 portfolio could look like? Get in touch today https://saxecoburg.co.nz/contact-us/

Chasing the biggest returns can undo years of progress.For many investors, especially those nearing retirement or managi...
11/02/2026

Chasing the biggest returns can undo years of progress.

For many investors, especially those nearing retirement or managing a business sale, stability matters more than speed.

Our latest article in 'The Alternative Advantage' series considers how adding alternatives can lower portfolio volatility - protecting your wealth and giving you peace of mind.

🔗 Read 'Steady Growth, Secure Future': https://saxecoburg.co.nz/steady-growth-secure-future/

Get in touch; to discuss how low-volatility investing can protect your wealth. https://saxecoburg.co.nz/contact-us/

Markets rise and fall. True diversification means being ready for both. ​​“Old diversification” - of a mix of shares, bo...
03/02/2026

Markets rise and fall. True diversification means being ready for both. ​
​
“Old diversification” - of a mix of shares, bonds, and a property or two - no longer cuts it. ​
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As part of ‘The Alternative Advantage’, learn how modern diversification blends traditional assets with alternatives to protect capital and smooth out returns. ​
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🔗 Read The power of diversification: Beating the market rollercoaster → https://saxecoburg.co.nz/the-power-of-diversification-beating-the-market-rollercoaster/
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Get in touch with us, to see how your portfolio stacks up. https://saxecoburg.co.nz/contact-us/

What should savvy investors do next? You’ve built, inherited, or sold your way to success, but is your portfolio built t...
27/01/2026

What should savvy investors do next?

You’ve built, inherited, or sold your way to success, but is your portfolio built to protect it?

Discover why next-gen investors are rethinking traditional options and how alternatives can provide a smarter path forward. Check out the article below and get in touch for a confidential discussion on your next step.

🔗Read more: https://saxecoburg.co.nz/the-million-dollar-question-what-should-savvy-investors-do-next/

Managing significant wealth today is more complex than ever. Traditional 60/40 portfolios, alongside KiwiSaver and/or pr...
19/01/2026

Managing significant wealth today is more complex than ever.

Traditional 60/40 portfolios, alongside KiwiSaver and/or property, may no longer be enough to protect and grow what you’ve built.

Discover The Alternative Advantage, our approach to building smarter, steadier portfolios through carefully selected alternative investments.

Explore how alternatives can strengthen your portfolio and create lasting wealth for generations to come.

🔗 Check out The Alternative Advantage https://saxecoburg.co.nz/the-alternative-advantage/

As we wrap up another rewarding year, we want to extend our sincere thanks to our clients, partners and community for yo...
17/12/2025

As we wrap up another rewarding year, we want to extend our sincere thanks to our clients, partners and community for your ongoing trust and support.

Wishing you a Merry Christmas, a joyful holiday season, and a well-earned break with the people who matter most.

Here’s to a refreshed start and continued success in the New Year.

From all of us at Saxe Coburg, Merry Christmas 🎄

A great day on the water for a great cause! Last week, the team at Saxe Coburg, along with some clients, joined the Ups...
10/11/2025

A great day on the water for a great cause!

Last week, the team at Saxe Coburg, along with some clients, joined the Upside Youth Mentoring Sailing Cup for a friendly competition and some fundraising fun.

While we didn’t take home the trophy, we were proud to be on the podium with a confident 3rd out of 10 teams, and even prouder to support Upside Youth Mentoring and the incredible work they do helping young people realise their potential through mentoring.

A huge thank you to Upside for hosting such a fantastic event, we’re already looking forward to next year! Learn more about Upside Youth Mentoring here https://upside.org.nz/

Last month, we launched our new website! Designed with our clients in mind, the site offers a clear view of our investme...
18/08/2025

Last month, we launched our new website! Designed with our clients in mind, the site offers a clear view of our investment approach, performance, and the latest investment insights. Check out our new digital home and discover how we can support your wealth journey. https://saxecoburg.co.nz/

Wishing all our clients, friends and colleagues a very Merry Christmas and a healthy and prosperous 2025
18/12/2024

Wishing all our clients, friends and colleagues a very
Merry Christmas and a healthy and prosperous 2025

Saxe Coburg sponsored a boat to race in the Upside Cup - we had a fun day on the water and placed 7th ⛵️☀️We were helpin...
29/11/2023

Saxe Coburg sponsored a boat to race in the Upside Cup - we had a fun day on the water and placed 7th ⛵️☀️

We were helping to raise money to support mentoring for vulnerable young people - such a great organisation!

Address

437 Lake Road, Takapuna
Auckland
0622

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+6494894890

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