Wholesale
Milford provides Wholesale services to the Intermediary and Institutional market.
Intermediary
Milford provides a range of solutions for Independent Financial Advisers and Investment Platforms in New Zealand. These solutions can be broken into two key areas:
- Providing the infrastructure to support independent advice on client investments within Milford’s KiwiSaver Plan and Milford Investment Funds
- Ability to give advice seamlessly through Milford’s online capability
- Ability to charge an advice and administration/portfolio management fee for Adviser services rendered
- Access to Milford’s Adviser portal to monitor the ongoing performance of your clients investments held with Milford
- Providing support and assistance to Investment Platforms hosting Milford’s Investment Funds
Institutional
Milford provides comprehensive investment solutions to institutions, company superannuation schemes, faith-based entities, charities, foundations, community trusts, Iwi and other institutional investors.
This service is provided to wholesale investors looking to invest over $5M with Milford.
We have one of New Zealand’s largest investment teams providing solutions across equities, bonds and multi asset funds.
The service includes investment updates, reporting and access to Milford’s client portal.
Get in touch
Contact us for more information on our wholesale services.
Michael Robson
Head of Intermediary Distribution
Mike Cruickshank
Head of Institutional Clients
Rohaan Mohanty
Business Development Manager
Andre Makarevich
Business Development Manager
Alice Sandiford
Wholesale Associate