Milford Private Wealth is suitable for private clients, family trusts, charities and institutions that have more than $500,000 to invest and who require ongoing personalised financial advice to manage their investments.
A client portfolio will typically hold a diversified mix of investments in predominantly Milford’s Unit Trust PIE Funds. These, in turn, have allocations to shares, listed property, fixed interest and cash, in both domestic and offshore markets. Each investment strategy is designed to maximise returns for a given level of risk, with a particular focus on protecting investor’s capital through active management.
Why invest with Milford Private Wealth?
There are many reasons why you might choose to invest with us. Milford Private Wealth’s discretionary services provides access to our active investment management; we do not believe in a ‘buy and hold’ approach. This means we can leverage buying opportunities and also better protect investors’ capital. We have one of the largest and most experienced investment teams in the country and have consistently delivered strong returns over time.
Milford is regularly recognised by the industry for delivering superior service and performance:
Discretionary Investment Management Service (DIMS)
Milford Private Wealth Limited were granted a Discretionary Investment Management Services (DIMS) licence by the Financial Markets Authority in accordance with the requirements under the Financial Markets Conduct Act 2013. This licence was effective from 1 October 2015.
The licence enables Milford Private Wealth to continue operating its successful active management model providing five investment strategies.
This means that the team of highly qualified Authorised Financial Advisers will be able to continue to provide advice to clients, and make buying and selling decisions on the investment portfolios they manage without prior authorisation. To meet the criteria for a DIMS licence, there are a number of stringent requirements around disclosure of information, establishment of a formal investment authority, custody of funds and other property, record-keeping and reporting.