Coronavirus Q & A - Milford Asset

Coronavirus Q & A

Philip Morgan Rees

Head of Private Wealth

Philip joined Milford in August 2017 as Head of Private Wealth and brings a breadth of experience at Executive and Senior Management level from a 30-year career.

Prior to joining Milford, Philip held senior management positions at several of New Zealand’s leading and long-established wealth and fund managers including roles as General Manager, Head of Product Management, Investments (NZ) and Head of Product Management and Marketing. Philip has been responsible for large Financial Advisory teams and first-hand experience with High Net Worth and Institutional clients complemented by experience in investment governance through; membership of three investment and asset allocation committees, Chairmanship of a Staff Superannuation Fund and trustee of a large charitable trust.

Philip is an Authorised Financial Adviser.

We answered our clients’ top questions on the financial impact of Coronavirus and how we’re actively positioning our funds through this turbulent environment.

Disclaimer: The material contained herein is based on information believed to be accurate and reliable although no guarantee can be given that this is the case. This is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Before making any financial decisions, you may wish to seek independent financial advice. 

This video has been prepared by Milford Funds Limited and Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253). You should not rely on any information in the blog in making any investment decision. It is for general information only and does not take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. Past performance is not a guarantee of future performance.

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