Saxe Coburg Limited is a privately owned portfolio management firm specializing in alternative investment strategies

Mark Houghton, Managing Director

The business was founded in 1991on the principle of 'client focused' portfolio management.  Saxe Coburg covers a wide range of investment opportunities on behalf of clients, ranging from direct investments in listed companies and bonds, indirect investment in funds pursuing a wide range of market and non-market related strategies.

Mark is an authorized financial advisor (AFA) and provides personalised discretionary investment management (DIMs) to NZ and overseas individuals, family office, trusts and companies.

Saxe Coburg outsources its back office administration duties to Custodial Services Limited (CSL) which is wholly owned by Craigs Investment Partners.  CSL provides custody, settlements, portfolio valuation, and reporting.

Our disclosure documents are available on request

Sam Brindle, Senior Associate

Sam joined Saxe Coburg as a Senior Assoicate in June 2016.  He has more than 10 years' experience in the financial services industry, prodominately in investment research and analysis.

Originally hailing from the Wairarapa, Sam graduated with a Bachelor of Science and Post Graduate Diploma in Engineering Geology from Canterbury University in 2000 before embarking on a career as a professional geologist in Australia and New Zealand.  In 2002 he moved to the United Kingdom on his OE where he joined WS Atkins as a consulting engineering geologist.

After gaining a Graduate Diploma in Business Studies (Finance) in 2006 from Massey University, Sam joined State Street Global Advisors in London, initially as an investment analyst before later moving into credit analysis.  This led to roles with The Royal Bank of Scotland as a credit analyst and XCAP Securities as an equity analyst before moving to Melbourne in 2013 where he joined Pitcher Partners' financial advisory business as a research analyst.

 

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Contact Us

Our Office Location

437 Lake Road
Takapuna
Auckland
New Zealand