Saxe-Coburg Limited is a privately owned portfolio
management firm with global reach, providing clients access to a select group of managers from all over the world

Mark Houghton, Managing Director

Mark is the owner/founder of Saxe Coburg.  He began his career as a Maths and Economics teacher before leaving in 1987 to pursue a career in finance.  This led to the establishment of Saxe Coburg Limited in 1991.

Mark has a B.Ed. in Philosophy, Physiology, Maths and Economics, has completed finance papers at Waikato University, completed his AFA qualifications and is now a registered Financial Advisor (FA), providing discretionary portfolio management to NZ individuals, trusts, families and charitable organisations.

Mark is the CIO and is authorised to provide financial advice services to both wholesale and retail clients (FSP1000162).

For more information see our disclosure information.

Sam Brindle, Senior Associate & Financial Adviser

Sam joined Saxe Coburg as a Senior Associate in June 2016.  He has more than 17 years' experience in the financial services industry, predominantly in investment research and analysis.

Sam holds a Bachelor of Science and Post Graduate Diploma in Engineering Geology from Canterbury University and a Graduate Diploma in Business Studies (Finance) from Massey University.

Previous to joining Saxe Coburg, Sam held positions in London with State Street Global Advisors as an investment and credit analyst, The Royal Bank of Scotland as a credit analyst, XCAP Securities as an equity analyst and Pitcher Partners' financial advisory business in Melbourne as a research analyst.

Sam is a financial adviser (FSP1004230) and provides financial advice to Saxe Coburg clients plus undertakes research, including quantitative analysis of investments and client portfolios.