Our Story
Milford was formed in 2003 by an experienced group of investors who recognised the need for an investment company that provided New Zealanders with a world-class investment partner they could trust.
Today, the Milford team comprises more than 180 passionate and talented individuals in offices across
Australia and New Zealand. The Milford team manages over A$22bn on behalf of clients.
We all share one common purpose – to grow the wealth of our clients and make a positive contribution to the community.
Our Beliefs
Active management philosophy
Investing alongside our clients
Long-term staff ownership
Outstanding service and advice
Support the community
Our Values
Within Milford, we adhere to a set of values called ‘The Milford Way’. This is central to our culture and forms the building blocks of our interaction with clients and the community.
- Put clients first
- Be authentic & real
- Collaborate to deliver
- Dare to be different
- Respect & value all contributions
Our philosophy is underpinned by Seven Investor Rights that ensure we’re acting in the best interests of our clients at all times.
Our story to date
Sydney office opened
1 staff member
Wayne Gentle appointed as Head of Australian Business
Milford Australian Absolute Growth Fund launched
Katharine Jackson hired as Senior BDM
Milford Dynamic Fund and Milford Australian Absolute Growth Fund receive Zenith Recommended rating
Lonsec upgraded Milford Australian Absolute Growth Fund to Recommended rating
Milford Diversified Income Fund launched
Milford Australian Absolute Growth Fund won Zenith Award
Kristine Brooks appointed as Head of Australian Business
Murray Pell - Head of Wholesale
Brad Mackay - Regional Manager, QLD & NT
Rachael Satchell - BDM, QLD & NT
Matt Bills - Regional Manager, VIC, SA & TAS
Hayley Cochrane - BDM, VIC, SA & TAS
Milford Dynamic Fund upgraded to Recommended rating
19 Employees
Milford Global Funds launched
