Milford provides Wholesale services to the Intermediary and Institutional market.
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
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.
Get in touch
For more information on our wholesale services please email [email protected]