Award-winning growth Milford Asset Management is a Kiwi-owned and staff-employee aligned investment firm managing over $35 billion in funds with a growing footprint across New Zealand and Australia, presenting cross-border upsell opportunities in wealth management, private equity, and wholesale products to expand client relationships.

Diverse product suite With offerings spanning KiwiSaver, Investment Funds, Wealth Management, Advice, Private Equity funds and Wholesale products, Milford provides multiple entry points for collaboration, including advisory services and fund distribution roles that can be leveraged to cross-sell to existing clients and partners.

Strong client engagement Milford emphasizes customer-centric awards and active market commentary, along with a large base of 234,000 unit holder relationships, signaling readiness for initiatives that deepen CX, digital engagement, and personalized investment experiences.

Strategic partnerships Recent partnerships and media recognition, such as collaborations with Toitoi and OnePlusOneGroup and repeated diversification awards, point to a favorable climate for financial technology integrations, co-branding, and joint go-to-market programs.

Tech-enabled growth Milford uses a modern tech stack (AWS, Azure, Optimizely, Dynatrace, Elasticsearch, Shopify, Hotjar) which indicates openness to digital modernization projects, data analytics enhancements, and scalable infrastructure partnerships that can improve fund distribution, client portals, and user experience.