Wholesale - Milford Asset

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

*ability to charge a fee on Milford’s Investment Funds expected to be available in September 2021

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 institutional 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 Institutional client portal.

Created with Sketch.

Get in touch

For more information on our wholesale services please email [email protected]

Michael Robson

Head of Intermediary Distribution

[email protected]

09 921 4838

Mike Cruickshank

Head of Institutional Clients

[email protected]

09 921 4756

Rohaan Mohanty

Business Development Manager

Alice Sandiford

Wholesale Associate

[email protected]

09 921 4843

Funds & Performance

Discover
Message Us