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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.
Contact us
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

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Replacement Product Disclosure Statements are available here or on the relevant scheme’s offer register entry at the NZ Companies Office
Milford Funds Limited is the Manager and Issuer of the Milford KiwiSaver Plan and the Milford Investment Funds

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