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Premier Client Service

For those looking to invest over $300,000 Milford provides a team of dedicated, experienced client managers to make the investing process as easy as possible. The team will ensure that you have enough information to make informed decisions and will provide ongoing support throughout your time as a Milford investor.

Premier Service features include:

Preliminary discussion in person or over the phone to help support your information gathering process.

An ongoing dedicated personal contact who has expert knowledge of Milford’s funds and views on global markets.

A designated support team to facilitate any transactions you need to make on your account.

Receive invitations to exclusive Milford investment briefings and events.

The service is provided at no additional fee.

  • Why can't we give you financial advice?

    It’s such an important matter, there is an extremely robust process involved in providing you with financial advice. Milford’s advice proposition sits within our Private Wealth Service and involves a series of meetings to understand your individual circumstances followed by a written investment proposal.¬†As such, there are additional fees associated with this service.

    We can provide you with enough detail on our funds to make a fully informed decision. To help guide you on which of our funds may be appropriate for your risk tolerance, please also use our interactive tool.

     

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  • Simply complete your details and one of our Client Managers will be in touch

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Get in touch

Charlie Dent

Head of Premier Client Services

Andrew Mackenzie

Head of South Island

Nicky Reid

Premier Client Manager

Patrick Grogan

Premier Client Manager

Alastair Thomson

Premier Client Manager (South Island)

Michal Heggs

Associate Premier Client Manager

Eachann Bruce

Associate Premier Client Manager

Private Wealth

Do you have over $500,000 to invest and require expert investment advice? Then Milford Private Wealth could be suitable for you.

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