Milford Private Equity

Sydney-based fixed income Portfolio Manager with over 18 years in credit trading and research. Joined in 2023; previously at Citigroup, Deutsche Bank and Goldman Sachs.

Sydney-based Portfolio Manager of the Australian Equities Wholesale Fund and co-PM of several trans-Tasman funds. Joined in 2020 after eight years at Aberdeen Standard Investments.

Deputy CIO and Portfolio Manager of the Milford Active Growth Funds. Joined Milford in 2008 after working at Gartmore Investment Management in London, with earlier roles at BT Funds Management, Frank Russell and the NZ Dairy Board.

Portfolio Manager of the Balanced, Conservative and Moderate Funds focusing on asset allocation and macro investing. Joined in 2014 after 11 years as an equity derivatives trader at Morgan Stanley in London and Hong Kong.

Portfolio Manager of the Milford Dynamic Funds. Joined in 2017 after four years at Macquarie Securities and earlier roles at Morningstar and as a structural engineer.

Deputy CIO and Portfolio Manager of several Milford funds with over 25 years in global and Australasian markets. Joined in 2016 after senior fixed income roles at Merrill Lynch, ABN AMRO, JBWere and Macquarie.

Portfolio Manager based in Sydney researching companies for investment opportunities. Joined in 2016 as an analyst after work at a boutique Sydney funds manager.

Portfolio Manager of the Trans-Tasman Equity Fund and NZ Equities Wholesale Fund. Joined in 2014, previously at Craigs Investment Partners and PricewaterhouseCoopers.

Portfolio Manager of the Aggressive Funds, Global Equity Fund and Global Opportunities Fund with over 20 years' experience. Joined in 2013, previously a partner at Adelante Asset Management and roles at Threadneedle and Convivo Capital.

Portfolio Manager of the Australian Absolute Growth Funds and Milford Dynamic Funds and co-manager of the Active Growth Fund. Joined in 2010 and worked in Milford's Sydney office before returning to Auckland.

Investment Director who co-manages the Milford Private Equity Fund II and III and sits on portfolio company boards. Joined in 2012 from Macquarie Securities, with earlier roles at Morgan Stanley and Marks and Spencer.

Investment Director who co-manages the Milford Private Equity Fund II and III. Joined in 2016 after four years at Fletcher Building and earlier roles at Air New Zealand, Societe Generale and Macquarie Bank.

Investment Manager in the Milford Private Markets team, Auckland-based, working on origination and portfolio management. Joined from Canopy Healthcare Group with earlier experience at Deloitte and PwC.

Investment Director in the Milford Private Markets team responsible for originating and executing transactions and sitting on portfolio company boards for Private Equity Fund III. Previously an investment banker in Auckland.

Senior Analyst on global equities and co-PM of the Global Select Fund. Joined in 2023 after roles at NZ Funds, Melqart Asset Management and Goldman Sachs.

Chairman and Non-Executive Director of Milford Asset Management and a long-standing shareholder, with over 30 years' executive experience in investment and financial services. Also Chair of Humanitix NZ and on the Milford Foundation board.

Sustainable Investment Associate in Auckland integrating sustainability research into Milford's investment process. Joined in 2024 after working at ANZ NZ.

CEO of Milford, joined in March 2025 with over 20 years in financial services. Previously CEO of Tower Insurance NZ and executive roles at Aviva, ASB Bank and Great Eastern Life.

Independent Non-Executive Director and member of the Remuneration & Nominations Committee. Former product leader at Meta, Stripe and Common Room, and currently a director of NZME.

Credit Trading Manager responsible for trade execution on the central dealing desk. Joined in 2014 as a business analyst; previously at Standard Chartered Bank.

Analyst focused on cross-asset and macro research for Milford's diversified funds. Joined in 2018, moving from the Private Wealth team to the investment team.

Client Services Associate for KiwiSaver and Investment Funds. Joined in 2021 after working at Generate Investment Management; originally from the USA with prior roles at Tesla and Forsyth Barr.

Client Services Associate for KiwiSaver and Investment Funds. Joined in 2023 after over two years at Fisher Funds.

Financial Adviser based in Auckland providing advice to Investment Fund and KiwiSaver clients. Joined in 2017 with over 20 years in banking and financial services, including 11 years at Waverton Investment Management in London.

Investment Analyst covering global equities. Joined in 2020 after roles at Jarden's investment banking team and earlier work as a medical doctor; co-founded education platform LearnCoach.

Head of Global Equity Research, joined in 2017 as a Senior Analyst on NZ equities. Previously at Craigs Investment Partners, Brook Asset Management, Macquarie Bank and CBRE.

Sydney-based Investment Analyst on the Global Equities team. Joined in 2024 after four years in London at Columbia Threadneedle and SYZ Group.

Sustainable Investment Specialist based in Auckland, focused on pricing sustainability risk and engaging with portfolio companies. Joined in 2022 after working as a process engineer and equity research analyst at Jarden.

Sydney-based Senior Analyst focused on Australian equities. Joined after over a decade at Tribeca Investment Partners and earlier work at AMP Henderson.

Head of Investment Operations and co-PM of the Trans-Tasman Bond Fund and Global Corporate Bond Funds. Joined in 2017 as a fixed income analyst; previously at ANZ Bank and a UK fund manager.

Team Leader of the Client Experience team servicing KiwiSaver and Investment Funds clients. Joined in 2018 after roles at Kiwibank.

Chief Financial & Operating Officer, joined as CFO in 2019. Previously at ASB Bank, Investec, Morgan Stanley and Accenture.

Client Services Associate for KiwiSaver and Investment Funds. Joined in 2023 with prior roles in financial services and commercial lending.

Client Services Associate for KiwiSaver and Investment Funds. Joined in 2023 after roles at Generate KiwiSaver, Apex and ASB.

Investment Analyst on the NZ Equities team, based in Auckland. Joined in 2021 after five years at Pioneer Capital and earlier work at KPMG.

Financial Adviser in Auckland providing advice to Investment Fund and KiwiSaver clients. Joined in 2026 with over 10 years in NZ financial services.

Sydney-based Investment Analyst on the Global Equities team. Joined in 2022 after four years at Spheria Asset Management.

Chief Product Solutions Officer responsible for product and digital client experience across Australia and NZ, with over 25 years in funds management. Joined in 2015; previously at Colonial First State.

Non-Executive Director and long-standing major shareholder of Milford, member of the Board Audit and Risk Committee. Former KPMG partner and Chair of SBS Bank, and former Chancellor of the University of Otago.

Senior Client Services Associate for KiwiSaver and Investment Funds. Joined in 2022 after roles at Apex Advice Group and PMG Funds.

Junior Investment Analyst in Sydney focusing on Australian equities. Joined in 2021 after working at QIC in the Global Real Estate team.

Investment Analyst and PM of the Milford Cash Funds, focused on corporate bond research. Joined in 2015 after relocating from Ireland, previously at Davy Stockbrokers.

Client Services Associate for KiwiSaver and Investment Funds. Joined in 2021 after banking roles in Fiji and New Zealand at BNZ and Westpac.

Financial Adviser for Investment Funds and KiwiSaver with 17 years' experience. Joined in 2021 after nearly four years at Generate Investment Wealth.

Senior Analyst on the Global Equities team, based in Sydney. Joined in 2022 after six years in London at Glenernie Capital and Citi, having started at Moelis and Deloitte.

Financial Adviser based in the Cambridge office with over eight years in financial services in NZ and the UK. Joined in 2021 after working at Newton Investment Management in Edinburgh.

Non-Executive Director who chairs the Board Investment Committee and the Private Equity Investment Committee. Retired from Schroders in 2013 after 26 years including CEO and Chairman of its Asia Pacific business.

Client Services Associate who joined in 2024 after relocating from the UK, with earlier roles at CCLA Investment Management, Morgan Stanley and MarketAxess.

Independent Non-Executive Director, Chair of the Board Audit & Risk Committee and a director on Milford's private equity entities. Over 30 years in asset management including CEO of Sun Hung Kai Capital Partners; currently a director of NZX and Navigator Global Investments.

Client Services Senior Associate for KiwiSaver and Investment Funds. Joined in 2019; previously at Fisher Funds and ASB.

Head of Client Services managing the Investor Services team for KiwiSaver and Investment Funds. Joined in 2015; previously at Citibank NZ and Trustees Executors.

Senior Investment Analyst focused on global high yield credit. Joined in 2025 after 15 years in London including Schroders and Citibank.

Client Services Associate for KiwiSaver and Investment Funds. Previously an operations analyst at Salter Brothers Asset Management and NAB in Melbourne.

PM of the NZ Equities Wholesale Fund and co-PM of trans-Tasman funds. Joined in 2016 and researches companies to identify investment opportunities.

Chief Risk Officer & General Counsel responsible for legal, risk and compliance across NZ and Australia. Joined in 2017; previously at Westpac NZ, Chapman Tripp and Freshfields.

Senior Analyst on the Australian Equities team. Joined in 2024 after three years at Barrenjoey and earlier work at UBS.

General Manager for KiwiSaver and Retail business. Joined in 2013 with over 25 years in financial services; previously at Spicers, Goldman Sachs JBWere and BT Funds Management NZ.

Certified Financial Planner and Financial Adviser with over six years' experience. Joined in 2023 as a KiwiSaver Adviser before transitioning to the Wealth Management team.

Senior Client Services Associate for KiwiSaver and Investment Funds. Joined in 2021 after three years at QSuper in Brisbane.

Chief Client and Advice Officer responsible for distribution, client service and advisory teams. Joined in 2017 to lead the Private Wealth business, with nearly 40 years' experience across financial services.

Client Services Associate for KiwiSaver and Investment Funds. Joined in 2024 after working as a customer success specialist at Kernel Wealth.

Financial Adviser based in the Cambridge office with over 10 years in financial services across NZ, the USA and the UK. Joined in 2024 after roles at Lehman Brothers Europe and Paulson & Co.

Credit Analyst in the Fixed Income team researching local and international corporate bond markets. Joined in 2022 after banking roles at BNZ and DBS Bank.

Chief Technology, Data and Transformation Officer driving Milford's digital strategy. Joined in 2022 with over 15 years in senior technology roles; previously Head of Application Delivery at NIB NZ.

Senior Analyst focused on global infrastructure, utilities and real estate, working on the Global Real Assets Fund. Previously at RBC Global Asset Management, National Bank of Canada, Whirlpool and Insurance Australia Group.

Chief Strategy & Planning at Milford overseeing strategic initiatives. Joined in 2010 and previously served as Chief Marketing Officer and Chief of Staff.

Chief Marketing Officer promoting Milford's funds and services across NZ and Australia. Joined in 2020 with a background in sales, media and marketing including Managing Director of Grey Global Group NZ.

Financial Adviser working with Investment Fund and KiwiSaver clients. Joined in 2023 after nearly 20 years in financial services, including as a wealth adviser and senior FX dealer.

Financial Adviser based in the Havelock North office and Hawke's Bay local with over 10 years in the financial services industry. Joined in 2025.

Senior Investment Analyst focused on global equities. Joined in 2016; previously an analyst in Goldman Sachs' investment banking team.

Chief People & Culture Officer, joined in 2025 with over 30 years' experience managing people challenges in complex multinational environments.

Team Leader of the Client Operations team servicing KiwiSaver and Investment Fund clients. Joined in 2016 after roles at Craigs Investment Partners and ANZ.

Financial Adviser based in Wānaka providing advice on Investment Funds and KiwiSaver. Joined in 2026 after roles as a financial adviser and business development manager.

Senior Investment Analyst focused on global healthcare equities. Joined in 2025 after being a Portfolio Manager at impact boutique WHEB and 10 years at Aberdeen.

Equity Trading Manager and Australian dealer based in Sydney responsible for trade execution. Joined in 2018 after trading for Kiwi Wealth Investments.

Client Services Associate for KiwiSaver and Investment Funds. Joined in 2025 after working with Ngāi Tahu's iwi investment scheme Whai Rawa.