KiwiSaver Balanced Fund

Mark is the Portfolio Manager of a number of Milford Funds 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.

Paul is Deputy Chief Investment Officer and Portfolio Manager of a number of Milford Funds. He joined Milford in February 2016, and has more than 25 years’ experience in global and Australasian financial markets. 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 where he was Head of Portfolio Strategy. Paul has a Master in Aeronautical Engineering from Queen’s University in Belfast.