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
Dedicated Relationship Manager for your investment queries
Annual tax reporting
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.