Our Story
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 more than 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 $15bn 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.
Our beliefs
We operate to a core set of beliefs:
- Active management philosophy
- Investing alongside our clients
- Strong employee ownership
- Outstanding service & advice
- Support the community
Our values
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.
- Put clients first
- Be authentic & real
- Collaborate to deliver
- Dare to be different
- Respect & value all contributions
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
Sustainable Investing
We are committed to creating a more sustainable future by driving companies we invest in to improve the sustainability of their practices.