Prior to joining Milford he was an Associate Director at Lazard Asia Pacific Asset Management in Sydney specialising in technology, media, financials and developers and contractors. Marc held an earlier position in equity analysis with UBS Australia, where he specialised in telecommunications research. Marc is responsible for analysis of New Zealand and Australian companies and is the Head of Australasian Equities Research and is the Portfolio Manager of the Australian equity portion of the Milford Trans-Tasman Fund (previously called the Milford Peak Fund). He has a Bachelor of Commerce (Hons) and a Bachelor of Laws from the University of Sydney and has completed the CFA programme.

His career includes roles as a Partner and Head of Research at stockbrokers Jarden & Co, a member of the New Zealand Stock Exchange, Chairman of the New Zealand Society of Investment Analysts and Chairman of the Asian Securities Analysts Council. Brian is Portfolio Manager of the Milford Active Growth Fund and the Milford Active Growth KiwiSaver Fund (previously called the Milford Aggressive PIE Unit Trust or KiwiSaver Fund).

Prior to joining Milford in 2011 Mark worked for Macquarie Private Wealth as Head of Investment Strategy in New Zealand. Prior to Macquarie Mark worked as an Investment Manager for Goldman Sachs New Zealand managing two high performing New Zealand and Australasian investment funds. Mark began his career in London with Foreign and Colonial Asset Management as an Investment Manager investing in North American equities. As part of his role he travelled extensively through the US and Canada and managed one of the top performing US Equity smaller company funds. Mark is a Portfolio Manager of the New Zealand equity portion of the Milford Trans-Tasman Fund (previously known as the Milford Peak Fund) and is also responsible for analysis of some New Zealand companies. He has a Bachelor of Science Economics Degree (with honours) from the University of London. During his career Mark has travelled to more than 40 countries.

As Head of Wealth Operations, Bryce was involved in a number of significant operational transitions including the purchase of BT Funds Management by Westpac Banking Corporation and the re-engineering of the funds management business. BT Funds Management with Westpac had grown its customer base to over 140,000 and $2.2 billion in assets under management at the time of his departure.

Bryce has overall responsibility for the administrative, compliance, accounting, and technology functions for Milford. He has a Bachelor of Commerce (Double Major – Accounting and Marketing) and a Post Graduate Diploma (Accounting) from the University of Otago. He is a member of the New Zealand Institute of Chartered Accountants and has previously been a director of the Investment Savings and Insurance Association of New Zealand (ISI).

Sarah joined Milford at the start of 2010, prior to this she was employed by Hastings Funds Management in Melbourne, Australia, working within Investor Relations. 
Sarah has a Bachelor of Commerce and a Bachelor of Arts from the University of Auckland.

He has 27 years experience in investment management including the role as Chief Investment Officer at Southpac Investment Management.

In the 15 years Graeme was at Southpac funds under management expanded to $3 billion with assets sourced from pension and superannuation schemes, trusts and private clients. He was also General Manager of Financial Services at the National Bank of New Zealand, responsible for private banking and managed funds distribution and has been a principal investment consultant at William M Mercer.

Graeme is a CFP (Certified Financial Planner) and a past Chairman of the New Zealand Society of Investment Analysts. Graeme is also an Authorised Financial Adviser (‘AFA’).
Please click here  for a copy of Graeme’s Primary Disclosure Statement.

Prior to joining Milford in 2008 Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension scheme which had assets in excess of NZ$25 billion. At Gartmore, Jonathan was responsible for investment strategy and investments into individual private equity funds and companies across Europe and Asia. Jonathan is Portfolio Manager of the Milford Income Fund.

She has over 16 years experience in the Financial services sector where she has had various roles. Prior to joining Milford she worked for Alexander Forbes in South Africa in the Wealth Management sector.
 She graduated from Birnam Business College in 1992 with the following Diplomas: The International Business Institute (IBI, New York) and IATA-UFTAA (Geneva).

He has spent over 18 years in general management and marketing in the UK and NZ and 13 years in the financial services sector.

His financial services experience comprises two years as a Divisional Manager at The Gulf Bank in Kuwait, nine years as a consultant in financial services in Asia and Australasia working with clients including, Macquarie Private Bank, CBA Global Markets and JP Morgan and two years in Australian funds management at Clime Asset Management in Sydney as Director of IMA Sales.

Alastair graduated from the University of Otago in 1977 with a Bachelor of Law degree (LLB). Alastair is also an Authorised Financial Adviser (‘AFA’).
Please click here  for a copy of Alastair’s Primary Disclosure Statement.

Prior to joining Milford he was Managing Director at Tyndall Investment Management. Tyndall had $3.6 billion under management at the time of his departure and was INFINZ Fund Manager of the Year in both 2005 and 2006. He was appointed General Manager of ANZ Funds Management in 1993 and helped grow the funds under management from $400 million to more than $2 billion at the time he left in early 2000.

Anthony is a Fellow of the Institute of Financial Professionals New Zealand and is a current board member of that organisation. He has previously been Chairman of the Asset Management Advisory Board of the New Zealand Exchange, member of the Financial Reporting Standards Board of the New Zealand Society of Accountants and Deputy Chairman of the New Zealand Society of Investment Analysts.

Anthony is also an Authorised Financial Adviser (‘AFA’).
Please click here  for a copy of Anthony’s Primary Disclosure Statement.

William joined Milford early in 2010 after completing a Bachelor of Commerce from the University of Auckland. He has spent the last four years studying and representing New Zealand overseas in the sport of triathlons.

Her previous experience includes an internship in the financial services industry in Auckland, New Zealand. Victoria is in client services and deal with the retail clients at Milford as well as supporting the Private Portfolio side of the business. She is currently undertaking her CFA qualification.

Richard was previously a Director of Southpac Corporation Limited, Chief Executive of Lloyds Corporate Finance Limited in Sydney and most recently the Chief Executive of the Australian business of SG Hambros.
 Richard is Deputy Chairman of PPCS Limited and is a Director of a number of private companies, predominately in the rural sector.

Prior to joining Milford she was employed with ABN AMRO Craigs as an Investment Advisor Assistant.

Until 2005 she was employed with Goldman Sach’s JBWere as a NZ Settlement Advisor as part of its Custodial Team.

Sarah has over 12 years experience working within the Banking and Financial services sector in various roles both in New Zealand and in the UK. She keeps her industry knowledge up to date via attendance at industry presentations and through reading local and overseas publications.

Alan joined Milford Asset Management as an Executive Director on the company’s formation in 2003. Alan started in New Zealand as the very first investment manager for the Accident Compensation Corporation.

Alan then joined Westpac as investment manager before becoming Managing Director of its investment management business in New Zealand. In 1988 he became Managing Director of Barclays Investment Services (which later became BZW Investment Management).

Prior to joining Milford he was an investment manager at Guardian Trust Funds Management where he managed portfolios on behalf of long-standing private clients and trusts.

Alan is a member of the Chartered Institute of Bankers in London and is a Fellow of the Institute of Financial Professionals New Zealand. Alan was a founding member of the New Zealand Society of Investment Analysts.