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$16bn 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

Milford was founded on guiding principles which align our interests with those of our investors:
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 joined business as Senior Portfolio Manager

  • 5 employees


  • Wayne Gentle appointed as Head of Australian Business

  • Milford Australian Absolute Growth Fund launched



  • Regan van Berlo hired as Head of Distribution

  • 10 employees

  • Milford Dynamic 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



  • 19 Employees

  • Milford Global Funds launched


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