SCL outsources its back office administration to Custodial Services Limited, which provides custody, settlements, portfolio valuation, and reporting.

Mark Houghton, Managing Director

SCL is a privately owned portfolio management firm.  The business was founded in 1991 by Mark Houghton, Gareth Morgan, David Burt and John Lindeman.  Both David Burt and Gareth Morgan have left and established their own private firms based on the same principles we put in place at SCL in 1991.

In 2007, Mark purchased Franklin Investments and Russell Smith joined Mark Houghton as a director of SCL.   Russell resigned as a director in 2013, but remains involved on an advisory basis.

Mark is an authorized financial advisor (AFA), and holds a Bachelor of Education degree, with papers in Maths, Economics and Philosophy.

SCL outsources its back office administration to Custodial Services Limited, which 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.

 

Contact Us

Our Office Location

437 Lake Road
Takapuna
Auckland
New Zealand