Institutional and Corporate Services

Milford provides comprehensive investment solutions to institutions, company superannuation schemes, churches, charities, community trusts, Iwi and other wholesale investors. We have one of New Zealand’s largest investment teams providing investment solutions across each of the key asset classes.

Institutional investor services

What is included?

Minimum Investment: $5 million

Access to Milford’s wholesale and retail funds spanning; Australasian and global equities, Australasian and global fixed interest and private equity.

Online access to track your investment

Monthly reporting

Dedicated Relationship Manager for your investment queries

Annual tax reporting

Corporate Services

KiwiSaver solutions for employers

Staff presentation on the benefits of KiwiSaver, helping them understand if they are in the right fund and planning for retirement

Assistance setting up Milford as your preferred KiwiSaver provider for employees

Dedicated Relationship Manager for any of your queries

Service for professional services firms

A relationship service for accountants, lawyers and other professional service providers where we can provide investment advice and services for your clients who require assistance with their financial affairs or after a significant liquidity event such as sale of business, inheritance or retirement.

We can provide an educational presentation to small or large groups of your clients, at your office or ours, to help them understand their options and how to plan and meet their financial goals.

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Get in touch

If you are interested in any of these services, contact Mike Cruickshank:

Mike Cruickshank

Head of Business Development, Wholesale & Corporate Relationships

Funds & Performance

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