Vision & values
Milford is a boutique investment firm that exists to grow the wealth of our clients and New Zealand.
We understand the trust you place in us when you invest. We will work hard to build on this trust by being transparent and responsive.
We will strive to provide the best investment options by employing and developing talented professionals who have a proven record of delivering high-quality service, innovation and performance.
We believe in identifying and directly investing in promising New Zealand businesses thereby supporting the economy and further growing the wealth of New Zealand.
Our philosophy is underpinned by seven Investor Rights that ensure we’re acting in the best interests of our clients at all times.
Milford was formed in 2003 by an experienced group of individuals who recognised the need for an investment company that New Zealanders can trust and which provides a premium service. Milford was founded on the guiding principles of employee ownership, a performance based fee structure and a particular focus on protecting investors’ capital. These three things are designed to help align Milford’s interests with those of their investors. Today, the Milford team comprises more than 50 passionate and talented individuals across offices in Auckland and Sydney who are solely focused on helping their clients achieve their investment goals. Milford currently has over $4 billion of funds under management and offers a range of services and funds.