Milford was founded on guiding principles which align our interests with those of our investors. These are an active management investment philosophy, employees investing alongside our clients and long-term staff ownership.
Today, the Milford team comprises of over 180 passionate and talented individuals across offices in Auckland, Cambridge, Tauranga, Wellington, Christchurch, Wanaka, and Australia. We all share one common purpose – to grow the wealth of our clients and make a positive contribution to the community. We aim to deliver the best investment outcomes and client service.
Milford currently has over $15 billion of funds under management.
Vision & values
Milford aims to be a world class investment partner of choice, delivering the best investment outcomes, advice and client service.
We operate to a core set of beliefs:
Within Milford, we adhere to a set of values called ‘The Milford Way’. This is central to our culture and forms the building blocks of our interaction with clients and the community.
Our philosophy is underpinned by seven Investor Rights that ensure we’re acting in the best interests of our clients at all times.
Why we prefer active investing
We are committed to creating a more sustainable future by driving companies we invest in to improve the sustainability of their practices.