Invest in the best people

Mark was appointed as Chief Executive Officer in February 2019.

He initially joined Milford May 2014 as Head of Risk & Compliance.  He was appointed Head of Product & Operations in February 2017, with responsibility for building a centre of excellence in operational processes to serve Milford Clients and for the design, development and maintenance of investment product and solutions that helps clients meet their financial goals and life stage aspirations and responsible for the development and maintenance of digital platforms that deliver such products and meet client service needs.

Prior to joining Milford, Mark worked as Managing Director at Brook Asset Management, Chief Operating Officer at Macquarie Private Wealth, and at ASB Group Investments where roles included Acting Head of Wealth, Head of Aegis, and GM Finance and Risk Strategy. Prior to arriving in New Zealand, Mark worked as Assistant Director of Operations at Threadneedle Asset Management in the UK.

Mark is a UK Qualified Accountant and a Fellow of Chartered Certified Accountants (F.C.C.A).

Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Portfolio Manager of the Australian Equities Wholesale, Trans-Tasman Equity and Australian Absolute Growth Funds. He has over 20 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and spent 10 years with JP Morgan.

Wayne holds a Bachelor of Economics degree from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.

Sarah is the Head of Marketing and Client Experience at Milford, responsible for promoting Milford’s Funds and services and the growth and enhancement our client interactions and experience. The marketing team that Sarah heads supports the various client facing areas of the business and Milford’s sponsorship program.

Since joining Milford in 2010, Sarah has held roles across Client Services, Product and Marketing.

Prior to working with Milford she was employed by Hastings Funds Management in Melbourne, Australia, working within Investor Relations and marketing.

Sarah has a Bachelor of Commerce and a Bachelor of Arts (Psychology) from the University of Auckland.

Bryce has overall responsibility for the People and Culture capability throughout Milford.

Since joining Milford in 2010, Bryce has been responsible for a wide range of functions. In his current role, Bryce oversees Milford’s talent management, capability, performance and embedding the Milford culture.

Bryce has significant financial services industry experience gained in both London and New Zealand, including 13 years with BT Funds Management (NZ) Limited. As Head of Wealth Operations at BT Funds Management, Bryce was involved in a number of significant people and operational transitions including the purchase of BT Funds Management by Westpac Banking Corporation and the re-engineering of the funds management business.

He has a Bachelor of Commerce (Double Major in Accounting and Marketing) and a Post Graduate Diploma (Accounting) from the University of Otago. He is a member of the Chartered Accountants Australia and New Zealand and the Human Resources Institute of New Zealand.  He has previously been a director of the Investment Savings and Insurance Association of New Zealand (ISI).

James joined Milford as Chief Financial Officer in January 2019.

Prior to joining Milford, he had over 14 years’ experience in the financial services industry, primarily in Auckland and London. James was the General Manager – Management Information and prior to that General Manager – Financial Information & Control, both at ASB Bank (Auckland). Earlier in his career he held roles in the Treasury function at Investec Bank (London and Sydney) and Morgan Stanley (London). In addition to his finance background, James has management consulting experience, primarily from his time with Accenture (Wellington).

James is a Chartered Management Accountant (ACMA, CGMA) and has a Bachelor of Commerce and Administration degree (with First Class Honours) from Victoria University of Wellington and a Certificate in International Treasury Management (Distinction) from The Association of Corporate Treasurers.

Michelle joined Milford as Head of Risk & Compliance & General Counsel in February 2017. She has extensive experience in the financial services industry. Prior to joining Milford, Michelle was Head of Treasury, Payments & Contracts Legal at Westpac New Zealand Limited, and earlier in her career was a Principal with Chapman Tripp (Auckland) and in the Structured Finance team at Freshfields (London).

Michelle has a Bachelor of Laws (First Class Hons) and a Bachelor of Commerce from the University of Canterbury.

Murray is responsible for Milford’s KiwiSaver business and the distribution team managing Milford’s institutional and intermediary relationships.

Since joining Milford in January 2013, Murray has held a number of senior roles across the business including Head of Wholesale and Head of Wealth Management & Advice. Murray has over 20 years’ experience in financial services in New Zealand and London. Previously, Murray was part of the Senior Management Team at Spicers Portfolio Management, a Director at Goldman Sachs JBWere Asset Management and Vice President at BT Funds Management NZ.

Murray is a Senior Fellow of the Financial Services Institute of Australasia, where he completed a Diploma of Financial Markets and is a Business graduate from Massey University. He is a member of Workplace Savings New Zealand and the Institute of Finance Professionals of NZ (INFINZ).

Philip joined Milford in August 2017 as Head of Private Wealth and brings a breadth of experience at Executive and Senior Management level from a 30-year career.

Prior to joining Milford, Philip held senior management positions at several of New Zealand’s leading and long-established wealth and fund managers including roles as General Manager, Head of Product Management, Investments (NZ) and Head of Product Management and Marketing. Philip has been responsible for large Financial Advisory teams and first-hand experience with High Net Worth and Institutional clients complemented by experience in investment governance through; membership of three investment and asset allocation committees, Chairmanship of a Staff Superannuation Fund and trustee of a large charitable trust.

Philip is an Authorised Financial Adviser.

John was appointed to the role of Head of Product and Operations in February 2019, responsible for Milford’s Product, Operational, Client Service and IT functions.

Since joining Milford in 2015, John has worked in various leadership roles across Operations, IT and Client Services. Prior to working with Milford, he was with Colonial First State in Australia for 13 years, spending the last 8 years as Head of Investment Operations. His team was responsible for providing investment administration services to the Investment Management, Insurance and Superannuation businesses within Colonial First State. John has 20 years’ experience in Financial Services in Australia and New Zealand and over 15 years leading Operational teams.

Mairead joined the firm in September 2015 and is Company Secretary for the Milford Group of Companies.  She has significant experience at both Board and C-Suite level, having worked in senior executive support roles at BHP (Melbourne), Television New Zealand, ABN Amro New Zealand , KPMG New Zealand and Spark.

Mairead is currently working towards completion of the Governance New Zealand Professional Education Programme, which is the gateway to membership of both Governance New Zealand and the Institute of Chartered Secretaries and Administrators (ICSA) – both leading international associations for governance practitioners.

Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Portfolio Manager of the Australian Equities Wholesale, Trans-Tasman Equity and Australian Absolute Growth Funds. He has over 20 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and spent 10 years with JP Morgan.

Wayne holds a Bachelor of Economics degree from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.

Jonathan is Deputy Chief Investment Officer, Portfolio Manager of the Milford Active Growth Funds (Unit Trust & KiwiSaver) and Co-Manager of the KiwiSaver Aggressive Fund. Prior to joining Milford in 2008, Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension scheme which had assets in excess of NZ$25 billion. While at Gartmore, Jonathan was also responsible for investment strategy and investments into individual private equity funds and companies across Europe and Asia. Prior to Gartmore, Jonathan worked for BT Funds Management, Frank Russell and the New Zealand Dairy Board (now Fonterra). Jonathan is a CFA Charterholder.

David is Deputy Chief Investment Officer and is the Portfolio Manager of the Milford Diversified Income Fund. He is also the Co-Manager of the Milford Trans-Tasman Bond & Global Corporate Bond Funds. David joined Milford in 2013 from Merrill Lynch where he worked in Sydney and London for eight years in a variety of areas including credit research, emerging market research, and principal investments in high yield/distressed credit. Prior to this, David spent four years as a fixed income analyst at BT Funds Management and Principal Global Investors, based in Sydney and London. David has a Bachelor of Commerce in Economics from the University of Canterbury, a Master of Commerce in Finance from the University of Sydney, and is a CFA Charterholder.

Sam is the Portfolio Manager of the Trans-Tasman Equity Fund and the Milford New Zealand Equities Wholesale Fund. Since joining Milford in 2014, Sam has focused on conducting research analysis across listed New Zealand equities. Sam previously worked for Craigs Investment Partners as an Associate in the Equity Capital Markets team advising on a wide range of equity issuance and was also an Analyst in the Corporate Finance team at PricewaterhouseCoopers. Sam has a Masters of Business (Dist) and Bachelor of Commerce majoring in Finance from the University of Otago.

Frances joined Milford in early 2017 as a Senior Analyst focussed on New Zealand equities. Prior to joining Milford, Frances was a Senior Research Analyst at Craigs Investment Partners, responsible for the New Zealand and Australian exposures of the Private Wealth division. Frances also previously worked as an Analyst at Brook Asset Management focussed on the property, finance and telecommunications sectors and as an Analyst at Macquarie Bank in Sydney, covering the property sector in the institutional equities research team. She holds an MSc in Estate Management from South Bank University, a BA(Hons) in Economics and Business Management from Newcastle University and is a member of the Royal Institute of Chartered Surveyors.

Felix is the Portfolio Manager of the Milford Global Equity Fund. He has a wide range of investment experience across global financial markets. Prior to joining Milford in October 2012, Felix was a partner at equity research firm Ji Asia in Hong Kong, an associate of French bank Societe Generale, covering China focused medium sized companies across multiple sectors. Felix began his career in London in 2004 with The Black Ant Group as an analyst, and later Junior Portfolio Manager, and helped manage a long/short global mandate that invested across the capital spectrum. He holds a Master of Arts from the University of Cambridge, where he studied chemical engineering. Felix is also a CFA Charterholder.

Stephen is the Portfolio Manager of the KiwiSaver Aggressive Fund and Co-Manager of the Milford Global Equity Fund. He has over 20 years of investment experience across global financial markets and different asset classes. Prior to joining Milford in 2013, Stephen was a partner at London based Adelante Asset Management where he was a Senior Portfolio Manager, managing an Emerging Market Equity Fund. Prior to Adelante, Stephen was a Portfolio Manager in London at Threadneedle Investments and Convivo Capital Management, managing various Emerging Market Funds.

Stephen holds a Bachelor of Laws and a Bachelor of Commerce from the University of Otago and was admitted to the Bar as a Barrister and Solicitor of the High Court of New Zealand in 1995.

Stephanie is an Investment Analyst focused on global equities. Since joining Milford in July 2016, Stephanie has focused on conducting research analysis across the portfolio of global listed equities as well as identifying new investment opportunities offshore. Previously, Stephanie was an analyst in the investment banking team at Goldman Sachs, where she advised on a range of capital markets and private transactions. Stephanie graduated from the University of Auckland with a Bachelor of Commerce and Science, majoring in Finance, Accounting and Pharmacology, and is a CFA Charterholder.

Paul joined Milford in February 2016. He is the Portfolio Manager of the Milford Conservative Funds (Unit Trust & KiwiSaver), Trans-Tasman Bond Fund, Global Corporate Bond Fund and Cash Fund. He is also Co-Manager of the Milford Balanced Funds (Unit Trust & KiwiSaver) and Diversified Income Fund. Paul has over 20 years’ experience in financial markets here and overseas. Paul held senior fixed income roles with investment banks including Merrill Lynch and ABN AMRO in London. His experience includes debt capital markets, credit trading and interest rate derivatives trading. Paul moved to New Zealand in 2009 and was Executive Director and Head of Debt Capital Markets at JBWere, before moving to Macquarie Private Wealth in 2010. Paul has a Masters in Aeronautical Engineering from Queens University in Belfast.

Ian joined Milford in 2017 as a Senior Analyst focused on fixed income investments. Ian is also Co-Manager of the Milford Cash Fund. Prior to joining Milford Ian worked at ANZ Bank New Zealand, most recently in the Specialised Finance team originating, structuring and executing leveraged transactions. Before returning to New Zealand in 2014, Ian spent seven years at a UK fund manager as a Credit Analyst investing in European and US leveraged loans and high yield bonds. He has also worked on advisory, restructuring and formal insolvency appointments at PricewaterhouseCoopers in Auckland and London. Ian has a Bachelor of Commerce (Hons) majoring in Finance from the University of Auckland.

Katlyn is an Investment Analyst. Her primary role is to conduct fixed income research, focused on corporate bond markets.

Katlyn joined Milford in September 2015 after relocating to New Zealand from Ireland, initially as a Private Wealth Associate and most recently as an Authorised Financial Adviser. Prior to joining Milford she was employed by Davy Stockbrokers in Dublin.

Katlyn graduated with a first class honours degree in Actuarial Mathematics from Dublin City University (DCU).

Mark is the Portfolio Manager for the Balanced Fund (responsible for its asset allocation) in addition to responsibility for managing the Central Dealing Desk. Prior to joining Milford in November 2014, Mark spent 11 years with Morgan Stanley in London and Hong Kong as an equity derivatives trader. In Hong Kong he had responsibility for the Asia ex-Japan index derivatives business, running multiple regional derivative portfolios. Prior to that in London he ran a global equity derivatives portfolio in addition to a UK equity derivatives portfolio. Mark has a Masters of Engineering degree from the University of Bath, UK.

Brad joined Milford in 2014 as a Business Analyst within the Operations team, responsible for the set-up of Milford’s Charles River trading system. Following successful system implementation, Brad moved to the Investment team, where he has responsibility for trade execution on the Central Dealing Desk. Prior to joining Milford, Brad was a Business Analyst at Standard Chartered Bank. Brad has a Bachelor of Commerce and Civil Engineering from the University of Canterbury.

Michael joined Milford in November 2016. His role at Milford is to research, meet and analyse a range of companies to identify potential investment opportunities. Michael graduated from the University of Auckland in 2018 with a Bachelor of Commerce, double majoring in Finance & Accounting. Having purchased his first shares at the age of 14, Michael previously managed a private portfolio and investment blog, specialising in small cap stocks across Australia and New Zealand.

Rachel is the Responsible Investing Analyst at Milford. Her role is to support the wider team’s consideration of Environmental, Social and Governance matters as part of Milford’s investment process. Rachel graduated from AUT University in 2015 with a Bachelor of Laws and a Bachelor of Business, double majoring in Finance and International Business. Prior to joining Milford in September 2017 as the Wholesale Associate, Rachel worked at Pricewaterhouse Coopers, and was admitted as a barrister and solicitor of the High Court in New Zealand.

Brooke is an Investment Director for Milford’s Funds and co-manages the Milford Private Equity Fund II. He is currently a director of a number of companies on behalf of the Milford Active Growth Fund. Brooke joined Milford in 2012 from Macquarie Securities in New Zealand where he was a Senior Research Analyst covering a variety of sectors including manufacturing, agriculture, mining and oil and gas. Prior to that, Brooke was a Vice President at Morgan Stanley in London, covering Pan-European retail companies. Brooke also worked for the corporate finance and property team of Marks and Spencer in the UK. He qualified as a Chartered Accountant with Ernst & Young and is a CFA Charterholder.

Tom joined the Milford Private Equity team as an Investment Analyst in 2017 and is responsible for the assessment of opportunities, valuations, executing transactions and supporting the management teams of investee companies. Prior to this, Tom had been working in the investment banking team at UBS in Auckland, where he was involved in a number of significant capital markets and private transactions.
Tom holds a Bachelor of Commerce, majoring in Economics and Finance (with First Class Honours) from the University of Canterbury.

William joined Milford in 2010 and has been working from Milford’s Sydney office since its establishment in 2014.

William is the Portfolio Manager of the Australian Absolute Growth Funds and the Milford Dynamic Funds. William is also Co- Manager of the flagship Milford Active Growth Fund.

William visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high quality investment ideas.

William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.

Marissa is a Senior Analyst based in the Sydney office focussing on Australian equities. Prior to joining Milford in July 2019, Marissa spent 17 years at UBS Asset Management as a Senior Analyst, Head of Research and Portfolio Manager, following two years at Credit Suisse Asset Management. She has had broad industrial sector coverage throughout her career, including healthcare, gaming, media, diversified financials, paper & packaging and diversified industrials.

Marissa graduated from the University of Queensland in 1998 with a Bachelor of Commerce (with Distinction) and a Bachelor of Law (First Class Honours) and is a CFA Charterholder.

Michael joined Milford in January 2017 and is Portfolio Manager of the Milford Dynamic Funds. Previously he spent four years at Macquarie Securities as a Senior Analyst in the Emerging Leaders Research team. Prior to that, Michael was an Analyst at the Global Research House Morningstar. Over the past seven years, his coverage has been varied across a broad range of smaller technology and industrial companies. Michael also worked as a Structural Engineer at Sinclair Knight Merz in Sydney before switching into the funds management industry. He holds a Masters of Commerce and a Bachelor of Engineering (Honours), both from the University of Sydney.

Daniel is a Portfolio Manager focussed on global infrastructure, utilities and real estate assets. He works on a number of Funds at Milford with a particular focus on the Milford Diversified Income Fund. Previously he spent 7 years at RARE Infrastructure where he was a Portfolio Manager and Senior Analyst and 4.5 years at CP2 (formerly Capital Partners) as an Investment Analyst.

Daniel holds Economics (Hons) and Arts degrees from the University of Western Australia, and a Graduate Certificate in Applied Finance from Macquarie University. Daniel is based in Sydney.

Greg is a Senior Analyst based in the Sydney office focussing on Australian equities. Prior to joining Milford in October 2016, Greg spent over a decade as a Senior Analyst at Tribeca Investment Partners in Sydney following two years at AMP Henderson. During his career, Greg has covered many sectors including resources, energy, banks, utilities, steels and building materials. Greg has a Bachelor of Economics (Hons) from the University of Sydney, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and is a CFA Charterholder.

David is a Senior Analyst, based in the Sydney office, with a particular emphasis on Australian equities, including IPOs. Prior to joining Milford in March 2014, David was a senior equity research analyst with Goldman Sachs and Credit Suisse in London covering the support services sector. In his 10 years overseas his remit spanned small caps to FTSE100 firms in industries as diverse as recruitment, temporary power, equipment rental, distribution, testing & inspection, facilities management, BPO and credit analytics. He holds a Masters of Management Studies and a BSc from Victoria University of Wellington, where he studied Technology Management, Physics and Mathematics.

Roland joined Milford in May 2016 as an Investment Analyst in the Sydney office. His role at Milford is to research, meet and analyse a range of companies to identify potential opportunities. He is based in the Sydney office. Roland graduated from Victoria University of Wellington in 2014 with a Bachelor of Commerce, double majoring in Finance and Marketing. During his studies he worked at GMI in their KiwiSaver department, and after completing his degree, Roland worked as a junior Portfolio Manager at a boutique funds management company based in Sydney.

Will joined Milford in 2018 as the Australian Dealer based in the Sydney office, responsible for trade execution. Prior to joining Milford, Will was trading equity and FX for Kiwi Wealth Investments in Wellington. Will has a Bachelor of Commerce from the University of Otago, and is working towards gaining the CFA charter.

Kristen is responsible for running a centre of excellence for all performance, attribution and risk analytics, plus a wide range of internal and external investment reporting. She primarily evaluates and presents key statistics to the Investment Committee. She also has oversight of fees, key regulatory documents and investment mandate compliance.

Prior to joining Milford in August 2015, Kristen was an Associate at Redward Associates, conducting macroeconomic and foreign currency research, as well as financial and econometric modelling. Kristen graduated from the University of Auckland in 2011 with a Bachelor of Commerce (First Class Honours in Finance). During her undergraduate studies, Kristen double majored in Accounting and Finance.

Kristen is a CFA Charterholder.

Mark is responsible for managing the Investor Services team who service members in our Milford KiwiSaver Plan and Investment Funds.  Mark joined Milford in Jan 2015 as Wholesale Client Manager and then moved to the Retail Client Servicing team in Feb 2017.

Prior to Milford, Mark worked for Citibank N.A. (New Zealand branch) where he spent just under 4 years as a Sales / Client Executive. Prior to that he spent over 15 years with Trustees Executors as Head of Business Development and in Corporate Trustee roles.

Mark is a member of INFINZ and the New Zealand Institute of Chartered Accountants, having completed a Bachelor of Commerce at Canterbury University majoring in Accountancy and Business Administration.

Tim is responsible for overseeing and guiding the Investor Services team who service Milford’s KiwiSaver and Investment Fund clients. Tim joined Milford in 2016 as an Investor Services Associate before moving into the role of Team Leader.

Prior to joining Milford, Tim worked for Craigs Investment Partners as an Private Wealth Assistant. Tim graduated from Massey University with a Bachelor of Business Studies double majoring in Finance and Marketing.

Jaimee is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in June 2018.

Prior to Milford, Jaimee developed through a number of roles with Kiwibank in their retail department. She specialised in a range of products including KiwiSaver, Business and Everyday banking.

She holds a Bachelor of Education degree from the Auckland University of Technology, and has recently commenced further studies to become an Authorised Financial Advisor (AFA).

Maddie is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in June 2019. Prior to Milford, Maddie was a KiwiSaver Specialist at Fisher Funds for 13 months and developed a passion for investments.

Prior to that Maddie worked in retail banking for over two years with ASB which included home lending, insurances and KiwiSaver products.

Emma is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds. Prior to joining Milford in January 2019, Emma spent 3 years at the Financial Markets Authority as an adviser in the Compliance Services team. She has also worked for Macquarie Funds Group in Sydney and for global investment management firm Baillie Gifford in Edinburgh. Emma is a graduate of the University of St Andrews with a MA degree in International Relations.

Alice is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in July 2019. Prior to Milford, Alice worked at Avanti Finance in the Assurance team. Alice graduated from the University of Otago in 2018 with a Bachelor of Commerce, double majoring in Finance and Economics.

Bradley is an Investor Services Associate for Milford’s KiwiSaver Plan and Investment Funds, having joined the team in July 2019. Prior to Milford, Bradley was a Service consultant in the Retail investments and Premium team for 16 months at Heartland Bank. He also worked in Heartland Bank’s Customer Services Team for 9 Months and developed an overall passion for customer service and investments.

Philip joined Milford in August 2017 as Head of Private Wealth and brings a breadth of experience at Executive and Senior Management level from a 30-year career.

Prior to joining Milford, Philip held senior management positions at several of New Zealand’s leading and long-established wealth and fund managers including roles as General Manager, Head of Product Management, Investments (NZ) and Head of Product Management and Marketing. Philip has been responsible for large Financial Advisory teams and first-hand experience with High Net Worth and Institutional clients complemented by experience in investment governance through; membership of three investment and asset allocation committees, Chairmanship of a Staff Superannuation Fund and trustee of a large charitable trust.

Philip is an Authorised Financial Adviser.

Jessica joined Milford in 2014 as a Private Wealth Adviser. Jessica’s role is to provide quality advice to clients on their investment portfolios and manage client relationships.  Prior to joining Milford, Jessica spent nine years with JBWere (NZ) Ltd in Private Wealth Management assisting individuals, Trusts and charities with their investment needs. She also spent seven years with BT Funds Management. Jessica is an Authorised Financial Adviser (AFA) and holds a Graduate Diploma in Applied Finance, an NZX Diploma and was previously a member of the New Zealand Stock Exchange (NZX).

Alistair joined Milford in 2012 and his role involves developing and managing client relationships as well as advising private clients on their investment portfolios. He has spent over 20 years in the finance industry both in the UK and NZ. The last eight years have been spent in the NZ wealth management industry firstly as a Director at Goldman Sachs JBWere (NZ) Limited and then most recently at Macquarie Equities (NZ) Limited. Alistair graduated from the University of Otago in 1991 with Bachelor of Commerce with Honours. Alistair was previously a member of the New Zealand Stock Exchange (NZX) and is an Authorised Financial Adviser (‘AFA’).

Bruce joined Milford in April 2016 having worked in financial markets for over 20 years. Bruce spent 9 years in London working for JP Morgan and Morgan Stanley in Asian equity sales roles before transferring to Singapore in 2008 with Morgan Stanley. Most recently Bruce was head of the institutional equity sales desk at global investment bank, Jefferies Singapore. Prior to moving overseas, Bruce worked in the fund management industry in NZ as an equity analyst for Norwich Union Investment Management. Bruce graduated from University of Canterbury with a Bachelor of Commerce majoring in Accountancy and is an Authorised Financial Adviser (AFA).

Nicky joined Private Wealth in June 2018 after initially joining Milford in January 2015.  Prior to joining Milford, Nicky held financial planning (paraplanning), investment management advice, estate planning advice and trust management roles over a 17 year career at BNZ Private Bank, Perpetual Trust and Public Trust in Auckland, Wellington and Christchurch.

Nicky graduated from the University of Canterbury with a Bachelor of Arts majoring in Psychology in 2000, and in addition to practical expertise with trusts and estates, holds a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University and is an Authorised Financial Adviser.

David joined Milford in 2015 and brings 20 years experience in financial services and investment management both in the UK and NZ. David’s last 11 years were based in London as Investment Adviser with Royal Bank of Canada Wealth Management and prior to that with Craigs Investment Partners and AXA Financial Services in NZ. David is a CFA Charterholder, holds a Bachelor of Commerce from the University of Auckland in Finance and Economics, a Graduate Diploma in Applied Finance and completed the Series 65 Investment Adviser Law Exam (USA). David is an Authorised Financial Adviser (‘AFA’) and previously a full member of the New Zealand Stock Exchange (NZX).

Jonathan joined Milford in 2018 having previously worked as an Adviser at another boutique fund manager in New Zealand advising high net worth individuals, families and trustees of family trusts.

Prior to entering the funds management industry,  Jonathan served as a Vice President with Deutsche Bank in London and was a Solicitor with Russell McVeagh in Auckland.

Jonathan graduated from the University of Canterbury with a Bachelor of Commerce and a Bachelor of Laws in 1998 and is a CFA Charterholder.  Jonathan is an Authorised Financial Adviser.

Julie joined Milford in January 2018, having previously worked at Craigs Investment Partners in Auckland as a Private Wealth Associate.

Julie returned to New Zealand in December 2015 after living overseas for eleven years. During this time she worked at Barclays Wealth in Dubai servicing Ultra High Net Worth clients from the Middle East region and also Barclays Wealth in London, both in Associate roles.

Julie is focussed on delivering excellent customer service to Milford’s Private Wealth clients.

Michal is a Private Wealth Client Manager and her role is to provide exceptional service and establish long term relationships with our Private Wealth clients.

Michal joined Milford and the Premier team in June 2016, having relocated to New Zealand from the UK in 2013.  She has over 14 years’ experience in the financial services industry, having spent 10 years with Barclays in the UK and most recently with ANZ, in their Wealth Operations division.

Richard joined Milford in 2017 and has over 20 years experience in the wealth management industry in Europe and NZ. After helping to build the presence of a major Scandinavian bank in London, he went on to gain experience in their asset management division in Stockholm. On returning to London he worked at a senior level with a number of leading European wealth managers including Credit Suisse and Julius Baer. Richard and his family moved to NZ in 2008 and he joins Milford from ANZ where he was Associate Director in the ANZ Private Bank. Richard holds a Diploma in Business Studies from the UK and he is an Authorised Financial Adviser.

Kate joined Milford in July 2018 as a Private Wealth Adviser. Prior to joining Milford, Kate spent 13 years with Macquarie Private Wealth, now Hobson Wealth Partners in both Christchurch and Auckland.

Kate graduated from the University of Canterbury with a Bachelor of Commerce majoring in Economics, and a Post Graduate Diploma of Arts (Political Science) and completed her MBA at the University of Auckland. Kate was previously an NZX Adviser and, as a former member of the Hobson Wealth Portfolio Strategy Group has expertise in fixed income investments and asset allocation of portfolios. Kate is an Authorised Financial Adviser (AFA).

Patrick is a Private Wealth Client Manager for Milford’s Private Wealth Service. Patrick joined Milford in October 2013, having relocated to New Zealand from the UK where he worked for Fund Manager, GLG Partners. He has over 10 years experience in financial services, including product, system and client facing functions.
Patrick has qualifications in Financial Services & Marketing. He is internationally educated having grown up in Ireland, Portugal, Austria and Germany.

Andrew is Head of South Island, based in Wanaka and assists Private Wealth clients throughout the South Island. He joined Milford in October 2016 after working with another boutique fund management and wealth advisory business for the past 10 years. Prior to entering the wealth management sector, Andrew was an executive with Westpac Bank. He has over 30 years financial services industry experience. Andrew qualified as an Authorised Financial Adviser in 2011, holds a national certificate in Financial Services (Financial Advice), is a Fellow of the FINSIA and holds the CFA Institute Claritas Investment Certificate.

Reece joined Milford in 2018 and brings 25 years’ experience in financial services and investment management from roles in both New Zealand and the United Kingdom.   Reece’s role is to provide quality advice to Individuals, Trusts and Charities on their investment portfolios and manage ongoing client relationships.

Prior to joining Milford, Reece spent 15 years with Bank of New Zealand including 6 years in Private Bank which included roles of Divisional Director and Private Bank Partner.  He also spent 7 years as a Senior Partner in the Canterbury BNZ Partnership leading teams in Private Banking, Agribusiness, Corporate Finance and Property Finance.   In the United Kingdom, Reece spent 5 years with Merrill Lynch International.

Reece has a rural background having grown up in rural North Otago and continues to have strong links to the Agriculture sector.   He completed a Commerce Degree from Lincoln University in 1991 and is a current Authorised Financial Adviser.

Leigh is a Private Wealth Client Manager based in our Christchurch office and joined the Milford team in 2018.

Previous to this role he advised members of Medical Assurance Society, a boutique financial services organisation, for 10 years.  Leigh commenced his career with Baillieu Stockbroking in Melbourne before working with Credit Suisse in London for 6 years.

Leigh holds qualifications in Financial Markets and Accounting from Australian institutions and became a New Zealand Authorised Financial Adviser (AFA) in September 2013.

Leanne is a Private Wealth Associate and joined the Milford Team in Wanaka in October 2016. She has 14 years’ experience in the financial services industry in New Zealand, Australia and the UK including 6 years at Macquarie Bank and most recent for a boutique Financial Advisory firm. Leanne’s role with Milford is to provide support to our clients in the South Island. Leanne holds a Diploma in Financial Markets through the Securities Institute of Australia.

Simon joined Milford in early 2013 as a Private Wealth Adviser after 15 years working abroad including Sydney, Taipei, London and Hong Kong. This included roles as International Wealth Manager with HSBC in Hong Kong; Partner with St. James’s Place Wealth Management (UK); and Stockbroker & Financial Adviser with US firm Edward Jones.  Simon has a Bachelor of Science from the University of Canterbury and a Bachelor of Business Studies from Massey University.

Andrew joined Milford Private Wealth in July 2016. Prior to his role at Milford, Andrew spent over a decade at Goldman Sachs in London, where he was an Executive Director. The last 8 years were in Institutional Sales and Client Relationship Management roles within the Asset Management division. The preceding 3 years were in the Finance division. Before moving overseas Andrew qualified as a Chartered Accountant with Ernst and Young Auckland. Andrew graduated from the University of Auckland with Bachelor of Commerce and Bachelor of Arts degrees, majoring respectively in Accountancy and History. Andrew is an Authorised Financial Adviser.

Samantha is a Private Wealth Client Manager and joined Milford in August 2018, having previously worked at ANZ in Auckland as a Wealth Specialist.

Samantha returned to New Zealand in October 2017 from London where she was employed by Standard Life Wealth. Prior to her time in the UK, Samantha commenced her career at Forsyth Barr and she has over seven years’ experience in the financial services industry.

Samantha holds a Bachelor of Commerce in Economics from Otago University.

Zhanna joined Milford in 2017 as a Private Wealth Associate after relocating to Auckland from London.

Zhanna brings over 12 years of experience in Banking and Financial Services including at JPMorgan (USA and UK) and RBS Citizens (USA). Prior to joining Milford, she spent 3 years at JPMorgan Private Bank as a Client Service Associate. She holds a Bachelor of Science in Finance from Northeastern Illinois University (USA).

Claire joined Milford in December 2017 after moving back to Auckland after 12 years overseas.

Prior to joining Milford, Claire started her career at ASB Securities Limited where she attained NZX Associate Adviser status.  Claire then moved to London and spent 11 years at Waverton Investment Management, working in a variety of roles but more recently as a Portfolio Manager in the Managed Funds Service Team.

Claire holds the CISI Private Client Investment Management Diploma, which she achieved in 2011.

Brendan joined Milford in November 2018 as a Private Wealth Associate. Prior to joining Milford full-time, Brendan was an intern with the Private Wealth team while finishing his last year at The University of Auckland, where he studied a Bachelor of Commerce, double majoring in Finance & Accounting.

Brad joined Milford as Private Wealth Associate in September 2017 having previously worked in a Financial Paraplanning role.

Prior to that Brad studied at the University of Canterbury where he graduated with a Bachelor of Science, majoring in Finance.

Megan joined Milford in August 2019.

She has over 5 years’ experience in the financial services industry in New Zealand. Prior to joining Milford she worked for Westpac and most recently SuperLife.

Megan holds a Bachelor of Business Studies from Massey University with a major in Economics and a minor in Accounting.

Arthur joined Milford as a Private Wealth Associate in July 2019. Previously Arthur was an Intern and then Graduate at JBWere.

Arthur studied at the University of Otago where he graduated with a Bachelor of Laws and Bachelor of Commerce, majoring in Finance.

Charlotte joined the Milford team in 2019 as a Private Wealth Associate, based in our Christchurch office.

She has over 12 years’ experience in the financial services industry in New Zealand and Australia, including seven years at Macquarie Bank (Sydney), and most recently for a boutique wealth management and financial advisory firm based in Christchurch.

Charlotte is an Authorised Financial Adviser (AFA) and holds a BA from the University of Canterbury, a Graduate Diploma of Financial Planning from the Securities Institute of Australia, and a National Certificate in Financial Planning.

Mike is responsible for Milford’s Institutional clients including charities, community trusts, foundations, Iwi and corporate superannuation schemes.

Mike joined Milford in 2014 and spent three years looking after family trusts, high net worth individuals as well as a number of foundations and charities through the Private Wealth division.

Prior to joining Milford Mike spent six years with another NZ boutique Fund Manager where he looked after high net worth families and institutional clients. Earlier in his career Mike worked for a family office with a particular interest in equity market investments, and for Credit Suisse and the Royal Bank of Scotland in the UK. Mike graduated from the University of Waikato with a Bachelor of Management Studies (Honours) majoring in Finance.

Michael Robson is Head of Intermediary Distribution and is responsible for servicing and growing relationships with financial advisers, wealth management firms and research houses.

Joining Milford in 2018, Michael has over 10 years’ experience in the New Zealand finance industry with his previous role being Senior Business Development Manager at Nikko AM where he dealt with a range of institutional and wealth management clients.

Michael holds a BSc with honours in Management from University of London, holds the NZX Financial Diploma and is an Authorised Financial Adviser.

John is the Associate to our Wholesale channel, supporting the team that manage relationships with Milford’s Institutional and Intermediary clients.

Prior to joining the Wholesale team in May 2019, John worked in Milford’s Investor Services team from early 2018 and before that held a role in Wellington at Trustees Executors.

John graduated from Otago University in 2016 with a Bachelor of Commerce majoring in Business Management, and a Bachelor of Science majoring in Biochemistry. John is currently studying towards becoming an Authorised Financial Adviser (AFA).

Murray is responsible for Milford’s KiwiSaver business and the distribution team managing Milford’s institutional and intermediary relationships.

Since joining Milford in January 2013, Murray has held a number of senior roles across the business including Head of Wholesale and Head of Wealth Management & Advice. Murray has over 20 years’ experience in financial services in New Zealand and London. Previously, Murray was part of the Senior Management Team at Spicers Portfolio Management, a Director at Goldman Sachs JBWere Asset Management and Vice President at BT Funds Management NZ.

Murray is a Senior Fellow of the Financial Services Institute of Australasia, where he completed a Diploma of Financial Markets and is a Business graduate from Massey University. He is a member of Workplace Savings New Zealand and the Institute of Finance Professionals of NZ (INFINZ).

Eachann joined the Milford KiwiSaver team in 2019 as a KiwiSaver Adviser.

Since joining Milford in 2015, Eachann has spent time as an Associate in both the Investor Services team and the Private Wealth team.

Eachann is an Authorised Financial Adviser and holds a New Zealand Certificate in Financial Services. He also holds a Bachelor of Commerce majoring in Finance, and minoring in Economics from the University of Otago.

Ashley joined the Milford KiwiSaver team in 2019 as a KiwiSaver Adviser.

Prior to joining Milford, Ashley worked as an Investment Adviser for Craigs Investment Partners, dealing with all aspects of KiwiSaver, UK Pension Transfers and savings products. She also previously held a Private Wealth Assistant role in her 4 years at Craigs.

Ashley is an Authorised Financial Adviser (AFA) and holds a New Zealand Certificate in Financial Services.

Mark has extensive corporate finance experience, both as a professional director and consultant, and has held senior positions with Deutsche Bank in London and Australia, and prior to that at Lloyds Corporate Finance/Southpac Corporation in Australia and New Zealand.

Mark is currently chair of Milford Asset Management, MFL Mutual Fund and Superannuation Investments, and a director of Z Energy and Chorus. He is also a former director of Genesis Energy.

Mark is a member of Chartered Accountants Australia & New Zealand (CA ANZ) and a chartered member of the New Zealand Institute of Directors. He holds a Bachelor of Business Studies majoring in Accounting & Finance.

Brian is a non-executive Director of Milford Asset Management, Member of the Board Investment Committee, and he Chairs the Private Equity Investment Committee.

Brian’s career includes roles as a Partner and Head of Research at stockbrokers Jarden & Co, and a member of the New Zealand Stock Exchange. He has also been a board member of a number of listed and public owned entities, including the Guardians of the New Zealand Superannuation Fund. He is also one of the original founders of Milford Asset Management and was Portfolio Manager of the Milford Active Growth Funds (Unit Trust and KiwiSaver) from their establishment in 2007 until April 2017.

Anthony is an experienced financial services professional with over thirty years executive experience in the sector, including nine years as Managing Director of Milford Asset Management. He now has a varied portfolio of governance interests with an emphasis on areas that improve communities.

Anthony brings strong governance, strategic, executive leadership and investment management industry experience to the Milford Board. He is Chair of Humanitix NZ (a social enterprise) and New Zealand Water Polo, Deputy Chair of Compass Housing NZ (a social housing organisation) and a Director of the NZ Local Government Funding Agency (LGFA). He is Chair of the Milford Audit & Risk sub-committee and a member of the Milford Investment Governance sub-committee and also a member of the LGFA Audit & Risk sub-committee. Anthony was previously a Board member and then Chair of the Institute of Finance Professionals (INFINZ) and is a Fellow of that organisation.

A qualified Authorised Financial Adviser, Anthony has a Bachelor of Commerce (First Class Honours) from Victoria University, Wellington.

Lester retired from Schroders, an international asset management group in 2013, after working for 26 years in several senior roles based in London, New York and Singapore. From 2004 he was CEO, and from 2012 Chairman of Schroders’ Asia Pacific business, which has operations in nine countries across the region.

In addition to his executive roles, Lester was Chairman of the Investment Management Association of Singapore from 2006-2013, He is currently a non-executive director of Fullerton Fund Management in Singapore and adviser to a number of private investment firms in New Zealand and Asia.

Lester holds a New Zealand Certificate of Engineering from the Waikato Institute of Technology and Authority of Advanced Vocational Awards, New Zealand.

Mark was appointed as Chief Executive Officer in February 2019.

He initially joined Milford May 2014 as Head of Risk & Compliance.  He was appointed Head of Product & Operations in February 2017, with responsibility for building a centre of excellence in operational processes to serve Milford Clients and for the design, development and maintenance of investment product and solutions that helps clients meet their financial goals and life stage aspirations and responsible for the development and maintenance of digital platforms that deliver such products and meet client service needs.

Prior to joining Milford, Mark worked as Managing Director at Brook Asset Management, Chief Operating Officer at Macquarie Private Wealth, and at ASB Group Investments where roles included Acting Head of Wealth, Head of Aegis, and GM Finance and Risk Strategy. Prior to arriving in New Zealand, Mark worked as Assistant Director of Operations at Threadneedle Asset Management in the UK.

Mark is a UK Qualified Accountant and a Fellow of Chartered Certified Accountants (F.C.C.A).