Ian joined Milford in 2017 as a Senior Analyst focused on fixed income investments. He is the Co-Portfolio Manager of the Trans-Tasman Bond Fund & the Global Corporate Bond Funds.
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.
With interest rates expected to remain low, more and more investors will be considering moving from term deposits to investment funds. Senior Analyst Ian Robertson discusses a few factors to consider when reviewing your finances.
Disclaimer: This is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.