Milford Investment - About Us

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About Milford Investment

New Zealand's trusted partner for wealth management and trading, with over 15 years of experience helping clients achieve their financial goals.

Who We Are

Milford Investment is a premier financial services firm dedicated to helping New Zealanders build lasting wealth through expert investment management, transparent advice, and innovative trading solutions.

Founded with a vision to democratize professional wealth management, we have grown to become one of New Zealand's most trusted financial partners, serving thousands of clients across the country.

Our commitment to integrity, innovation, and client-focused service has earned us a reputation for excellence in the industry. We put our clients' interests first in everything we do.

"Gold is not precious because it is rare; it is precious because it endures. It does not tarnish, it does not break, and it holds its value through fire. At Milford Investment, we believe that human dignity shares these qualities."

Milford Asset Management Certificate of Incorporation - New Zealand Companies Office

MILFORD ASSET MANAGEMENT LIMITED

INCORPORATED 10 NOVEMBER 2003

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Expert Advisors

Our Values

The principles that guide everything we do

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Integrity

We operate with complete transparency and honesty, always putting our clients' interests first.

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Innovation

We continuously evolve our products and services to provide cutting-edge solutions.

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Client Focus

Every decision we make is driven by our commitment to delivering exceptional value to our clients.

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Sustainability

We invest in a better future through sustainable and responsible investment practices.

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Partnership

We build lasting relationships with our clients, working together to achieve their goals.

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Excellence

We strive for excellence in everything we do, from client service to investment performance.

Meet Our Leadership Team

Experienced professionals dedicated to your success

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David Milford

CEO & Founder

25+ years of experience in investment management and financial services.

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Sarah Thompson

Chief Investment Officer

Expert in portfolio strategy and sustainable investing with 20 years of experience.

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James Mitchell

Head of Trading

Specialist in global markets and trading strategies with 18 years of experience.

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Lisa Chen

Head of Client Advisory

Dedicated to providing personalized financial advice and wealth planning.

Ready to Start Your Investment Journey?

Join thousands of New Zealanders who trust Milford for their wealth management and trading needs.

Get in Touch