About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   tmmonline.nz  |   landlords.co.nz
Last Article Uploaded: Wednesday, December 19th, 4:01PM
rss

Articles tagged with 'Milford Asset Management'

Fund managers: What next for NZX?

30 October 2018 - Fund managers are worried a lack of listings on the NZX may be unsustainable.

Milford's Brian Gaynor talks markets

18 October 2018 - With all the talk about what's next for financial markets, Good Returns TV asked Milford Asset Management executive director Brian Gaynor if markets were about to turn.

Picking Winners

12 September 2018 - For a more in-depth look at the FundSource Fund Manager of the Year Awards and how winners decided, we have Chief Judge, Darren Howlin in the Good Returns TV studio to explain the process.

Milford's fee income income increases 31%

2 August 2018 - Fund manager Milford Funds has clocked up almost a third more in management fee income in the most recent financial year than in the 12 months previous.

Milford appoints distribution head

29 June 2018 - Milford Asset Management has appointed a head of intermediary distribution, to focus on servicing and growing relationships with financial advisers, wealth management firms and adviser networks.

KiwiSaver must change, providers say

13 June 2018 - Product-based commission should be banned for financial advisers offering advice on KiwiSaver, Milford Asset Management chief executive Troy Swann has told an event in Auckland.

Milford takes Consumer award

14 May 2018 - Milford’s KiwiSaver Plan is the 2018 Consumer NZ People’s Choice award winner, receiving the highest score for KiwiSaver customer satisfaction in Consumer...

Milford sees more opportunities in NZ market

9 April 2018 - Milford Asset Management has launched three new funds to retail investors – including an Australian version of its flagship fund, which has hit the limits of the New Zealand share market.

Tax breaks needed to boost savings: Milford

19 March 2018 - One fund manager is calling for tax breaks to boost New Zealand's savings rate.

Morningstar finalists announced

20 February 2018 - This year Harbour, Nikko and Milford Asset Management are the three finalists for the Morningstar Fund Manager of the Year. Nikko and Harbour (including...

Rethinking retirement assumptions

2 February 2018 - Advances in healthcare and technology have improved life expectancy in New Zealand at a staggering rate – by almost two years every decade since 1960.  Investors retiring at 65 should be preparing for a long retirement.  In this commentary John Berry asks how long should advisers target for their clients’ savings to last, and do historic assumptions for growth asset allocations for retirees need a rethink?

'Business as usual' despite correction fears

22 January 2018 - Fund managers are being told a shift to alternative assets could be a good move if they expect a downturn in 2018.

KiwiSaver 'shouldn't be only scheme with perks'

19 January 2018 - The Government should think about offering other tax-advantaged investment vehicles if it wants to break New Zealanders' focus on residential property, says Rebecca Thomas, chief executive of Mint Asset Management.

KiwiSaver should invest more in NZ: Gaynor

15 December 2017 - New Zealanders have missed out on KiwiSaver returns because of their lack of exposure to the local share market, one manager says.

Report, not court action, for Goldman Sachs

15 November 2017 - Trading by Goldman Sachs New Zealand might have been misleading but that will not be tested in court, the Financial Markets Authority says.

Getting to Know: Murray Harris

29 September 2017 - Murray Harris says financial advice is about much more than money and investments. But his time with the world's super-wealthy has given him added appreciation of both.

Fund Source surprises with awards

30 August 2017 - There were some surprises in the Fund Source Fund Manager of the year awards which where handed out in Auckland last night.

Chaotic election not necessarily bad news for investors

22 August 2017 - New Zealand’s political landscape may be turmultuous but fund managers are divided on how much of an impact it will have on the local markets.

Performance fees boost managers' earnings

2 August 2017 - Performance fees have helped to lift the fee revenue claimed by fund managers Milford and Fisher Funds.

Performance fees still need work: Morningstar

19 July 2017 - [UPDATED, ADDS FMA COMMENT] Some New Zealand fund managers are still charging inappropriately structured performance fees, despite FMA attempts to offer guidance, Morningstar director of manager research ratings, Asia-Pacific, Chris Douglas said.

MBIE: Advisers will be consulted

11 July 2017 - The Ministry of Business, Innovation and Employment has responded to adviser concerns about a lack of an independent advice practitioner in the working group that will develop the new code of conduct for the sector.

Advisers told: Your voice will be heard

4 July 2017 - First-hand adviser input will be critical for the working group tasked with developing the new code of conduct for financial advisers, the group’s chair, Angus Dale-Jones, says.

Warminger slapped with hefty penalty (+ JUDGMENT)

30 June 2017 - The High Court has handed former fund manager Mark Warminger a substantial penalty but the appeals continue.  

Harris moves to Pie

13 June 2017 - A senior investment analyst at Milford has moved to Pie Funds.

Warminger, FMA appeal

23 April 2017 - The Financial Markets Authority is appealing a judge’s decision that eight of Milford Asset Management portfolio manager Mark Warminger’s trades did not manipulate the market.

Milford Asset Management gets new advice head

5 April 2017 - Milford Asset Management has made changes among its team.

Gaynor: Role change part of succession plan

21 February 2017 - Milford executive director Brian Gaynor says his decision to give up portfolio management duties is part of a natural evolution for the firm.

Milford Private Equity Fund II oversubscribed

20 December 2016 - Milford will close its capital raising for the Milford PE Fund II at its hard cap limit of $150 million. The PE Fund was oversubscribed from current and...

Milford to establish private equity fund

21 November 2016 - Milford Asset Management is currently aiming to raise $100 million for a new private equity fund.

Data, not intent, key to expert analysis

13 October 2016 - Intent behind Mark Warminger’s trades was not part of the analysis, confirms defence expert witness in the country’s first market manipulation trial.

Market manipulation unreasonable conclusion - expert

12 October 2016 - “Nothing unusual” in contentious trading at the centre of New Zealand’s first market manipulation trial, the defence’s star witness has told the Auckland High Court.

Assumptions, not evidence – Warminger defence

7 October 2016 - Expert witness based his analysis of Mark Warminger’s trading activity on assumptions about intent, defence lawyers claimed in the latest instalment of the high profile market manipulation trial.

Acceptable trading behaviour questioned

6 October 2016 - Portrait of Mark Warminger as an aggressive, emotional trader emerges as his trial for market manipulation at the Auckland High Court continues into its second week.

FPH trading under trial spotlight

30 September 2016 - The spotlight in the Mark Warminger case swung on to two of New Zealand’s investment sector heavyweights in day four of the trial at the Auckland High Court.

Getting clarity on market manipulation

29 September 2016 - Guidelines intended to provide brokers with more clarity on market manipulation are currently being worked on by the NZX, it has emerged at the Mark Warminger trial at the Auckland High Court.

Trades get all-clear from 'world leader'

28 September 2016 - A witness described as one of the world’s leading experts in market manipulation is reportedly due to tell the Auckland High Court there was no evidence Mark Warminger’s trading amounted to market manipulation.

Warminger faces $1m penalty per trade

26 September 2016 - The Financial Markets Authority’s case against a Milford Asset Management portfolio manager accused of market manipulation has begun.

Milford: Warminger's decision to fight FMA a personal one

20 September 2016 - Milford Asset Management is moving to assure clients that it is “business as usual” as one of its portfolio manager prepares for a legal fight over market manipulation.

Milford: Warminger's decision to fight FMA a personal one

10 September 2016 - Milford Asset Management is moving to assure clients that it is “business as usual” as a portfolio manager prepares for a legal fight over market manipulation.

Milford appoints new CEO

25 August 2016 - After an extensive international and New Zealand wide search, Milford Asset Management has today announced the appointment of Troy Swann as its new chief...

Milford manager jumps ship

10 August 2016 - Boutique Australian Equities fund manager, IML, has appointed a new assistant portfolio manager in a move aimed at dealing with the company's continued...

Trans-Tasman appointment for Milford

16 June 2016 - Milford Asset Management has appointed a new head of Australian equities, based in their Sydney office.

FMA must reveal more of Warminger case

13 June 2016 - The Financial Markets Authority has been told it must provide more details of the case it is taking against Milford Asset Management portfolio manager Mark Warminger.

NZ Super fund and Milford cut ties

21 April 2016 - [UPDATED with Quirk comments] The Guardians and Milford have mutually agreed to part ways a year after the company was suspended as a manager.

Milford appoints director

6 April 2016 - Milford Asset Management has appointed a new non-executive director to its board.

Quirk leaving Milford role

24 March 2016 - Milford Asset Management has announced managing director Anthony Quirk has signalled his intent to leave his role, however he will stay involved in the business.

Managers move away from alternatives

22 February 2016 - Generate and Milford had the largest percentage gain in KiwiSaver funds under management in the December quarter, new data from Aon shows.

Milford passes $500m mark in KiwiSaver

9 February 2016 - Milford has amassed more than $500 million in its KiwiSaver funds.

Warminger date set

19 October 2015 - The Financial Markets Authority’s case against former Milford Asset Management portfolio manager Mark Warminger will be called at the Auckland High Court...

Performance fee structures shortchanging investors

28 September 2015 - Most managers charging performance fees are not doing so in a way that best serves investors, it has been claimed.

Milford must work harder for performance fees

4 September 2015 - Milford Asset Management is changing its performance fee charge, including a revamp of its “high water marks”.

Milford gets DIMS licence

19 August 2015 - Milford Asset Management's private wealth division has been grated a discretionary investment management service (DIMS) licence by the FMA.

FMA tells managers about misconduct risks

14 August 2015 - The FMA has sent a Information Sheet to fund managers about misconduct risks which is being interpreted as a response to alleged market manipulation at Milford Asset Management.

Milford a test case, lawyer says

6 August 2015 - The FMA will be reasonably confident in its chances of success in civil proceedings against Milford Asset Management portfolio manager Mark Warminger,...

FMA takes action against Milford trader

31 July 2015 - The FMA has issued civil proceedings in the High Court against Milford Asset Management portfolio manager Mark Warminger.

Milford fund downgraded

21 July 2015 - Morningstar says its downgrade of Milford’s Trans-Tasman Fund reflects the fact that Brian Gaynor will have to adopt an unfamiliar strategy to manage its money.

Milford clients jump ship

6 July 2015 - A $1.5 million settlement with the FMA has not been the only blow to Milford Asset Management as a result of the investigation into alleged market manipulation.

FMA tipped to crack down on more managers

24 June 2015 - Milford Asset Management will not be the last fund manager to fall foul of the Financial Markets Authority, one legal expert says.

Milford status reviewed

23 June 2015 - Morningstar has placed Milford’s Trans-Tasman Fund “under review”. The change illustrates the possibility of sell-down driven liquidity concerns...

Milford action should boost confidence: NZSA

22 June 2015 - Financial Markets Authority action against Milford Asset Management should give investors more confidence, says New Zealand Shareholders Association chairman John Hawkins.

Super Fund mulls what to do about Milford

19 June 2015 - The NZ Super Fund says it has not yet decided whether Milford will regain its mandate to manage its funds.

Is the FMA looking in right places?

19 June 2015 - Ever since news broke that the FMA was investigating Milford Asset Management over market manipulation allegations I’ve said there can’t be smoke without fire.

Milford loses a portfolio manager

18 June 2015 - Milford Asset Management has registered amendments to its prospectus. It now has one less portfolio manager.

FMA: Settlement better than going to court

18 June 2015 - A $1.5 million settlement with Milford Asset Management is designed to send a clear signal to the rest of the market that the FMA is watching and will take action, even if it requires a lengthy and expensive investigation, the FMA's chief executive says.

Milford to pay $1.5 million

18 June 2015 - The Financial Markets Authority has completed its investigation into trading activity between December 2013 and August 2014 by a trader employed by Milford Asset Management Limited (Milford).

FMA decision on Milford expected soon

10 June 2015 - The FMA says it is has completed its investigation into market manipulation claims against Milford Asset Management, and is nearing the end of its engagement...

Milford suspension appropriate: NZSF

1 May 2015 - The NZ Super Fund says suspension rather than termination of Milford Asset Management’s  mandate was the appropriate action for it to take.

Bad news for Milford

2 April 2015 - [UPDATED WITH FMA, MILFORD COMMENT] Milford Asset Management has had a $281 million mandate suspended while an investigation into alleged market manipulation continues.

FMA: No hold-up

26 February 2015 - There is no hold-up with the investigation into Milford Asset Management, the Financial Markets Authority says.

Match-fixing in funds management

16 February 2015 - Whoever leaked information the FMA was investigating Milford Asset Management for suspected market manipulation had very good timing.

What's behind the FMA investigation into Milford?

10 February 2015 - Milford’s decision to out itself and fess up to being the fund manager at the centre of the FMA’s market manipulation investigation earn the company a tick.

All tags:

ACC accountants Accuro Active v Passive Adrian Orr Advice First Aegis AFA affordability AIA Alistair Bean AM Best AML AMP AMP Capital Andrew Barnes Andrew Bascand Angus Dale-Jones annuities Anthony Edmonds Anthony Healy ANZ Aon Hewitt Apartments APIA Apteryx artificial intelligence ASB ASIC asset allocation Asset Finance Asteron ASX Auckland Augusta Avanti average price BAA Bagrie Economics Bancorp Treasury Services banks Barbara Chapman Barfoot & Thompson Barry Read Bath Street Bennelong Better Business Conference bitcoin Blackstone Blackwell Global Blair Vernon Bluestone BNP Paribas BNZ body corporates bonds Booster Bradley Nuttall Brent Sheather Brexit Brian Gaynor Bridgecorp Bruce Kerr BT Funds Budget building business insurance camelot Canterbury Mortgage Trust capital gains tax Carey Brunel Castle Point Centastone CFA CFP CGT Chapman Tripp China Churn Cigna CIO Claire Matthews Clayton Copplestone client engagement client first CLU co-op money Code Code Committee Code Working Group Commentary commerce commission commercial property Commission Commission for Financial Capability communication complaints complectus compliance conduct consents Consilium Constellation Capital CoreLogic court CPD Craigs Investment Partners Cressida cryptocurrency CU Baywide currency Daintree Dale-Jones Darren Gannon David Beattie David Boyle David Hisco David Ireland David Whyte de Vere Dealer Groups decumulation Deutsche Bank Devon FM DIMS Disclosure disputes Diversified Investment Strategies DTIs Dundas EBT Capital Elevation equities ESG estate planning ETFs ethics FADC Fairway FANZ FATCA Federal Reserve fees FGG Fidelity Life Fiducian File Invite finance companies Financial Advice New Zealand financial advisers Financial Advisers Act Financial Disputes Resolution Financial Markets Conduct Act Financial Services Legislation Amendment Bill fintech First Mortgage Trust Fisher Funds Fixed interest FMA FMOY FMT FNZ FNZC foreign investment Forsyth Barr Foundation Life Foundry AM FPSB fraud Fred Dodds FSC FSCL FSF FSLAB FSPR funds management FundSource FX Garrison Bridge General Finance Generate Geneva George Kerr Getting to Know GFNZ Global Financial Services Global Pacific GMI gold goldman sachs Graeme Wheeler Grosvenor Financial Services GRTV GST Guardian Trust Hamilton Hindin Greene Hanover Harbour Asset Management Harmoney health insurance healthy homes Heartland Heathcote HER HFANZ Hobson Wealth house insurance house prices housing market housing shortage HSBC Hubbard Hunter Hall IDS IFA IFSO IML Implemented Investment Solutions Income Protection Infinz Infrastructure insulation insurance Insurance Advisers insurance law interest rates investment InvestNow IOOF IPO IRD ISO Jack Regan Jacqui Dean Janus Henderson JBWere Jeff Page Jenny Campbell JMIS Jobline John Berry John Body John Bolton Jon-Paul Hale Juno Katrina Shanks Kepa King Tide kiwi wealth Kiwibank KiwiSaver KPMG Kris Faafoi landlords Lawyers LBA Lending Lending Crowd LendMe letting fees Liberty licensing Life insurance LifeDirect Lifetime Listed trusts listings LM Investment Management Loan Market Loss of earnings LVR Macro Prudential Tools Magellan managed funds Mark Lister Mark Wilson Market Close Market Manipulation marketing Markets Massey University\ MDRT median price median rents Mercer Michael Naylor migration Mike Moore Mike Pero Mike Taylor Milford Asset Management Milton Jennings minimum standards Mint Asset Management MJW MJW Report MoBIE Morningstar Mortgage Advisers Mortgage Express Mortgage Link Mortgage People Mortgage Rates Mortgage Supply mortgages MTF MunichRe Murray Weatherston Nadine Tereora Naomi Ballantyne new listings Newpark Newton Ross nib Nigel Tate Nikko AM non-bank lenders non-disclosure Norman Stacy NZ Funds NZ Home Loans NZ Super NZ Super Fund NZAM NZCU Baywide NZFSG NZHL NZIG NZPIF NZSA NZX Obituaries OCR OCR forecasts OnePath Opinion PAA PAA Holiday Homes Partners Life Pathfinder Asset Management Paul Glass Paul Goldsmith PDS Peer to Peer Lending pension transfers people Performance fees Perpetual Guardian Peter Leitch PGC PI PIE pie funds PIMCO Pinnacle Life Pivotal Planet Platinum Asset Management Plus 4 Plus4 Insurance PM Capital PMG politics ponzi PreferredNZ price fixing price growth Private equity pro-bono Professional Advisers Associations Professional Development professional indemnity Professional IQ Property Council property investment property management property values Public Trust PwC Q Group QBE QFE QROPS qualifications quality mark QuaySt Quotemonster QV RaboDirect Ralph Stewart rates Ratings RBNZ real estate Rebecca Thomas recruitment registered financial advisers regulation REINZ Remarkable Capital rental market rental returns rents research Reserve Bank RESIMAC responsible investing Responsible lending retirement Retirement Income Group reverse mortgages RFA Richard James risk risk management Rob Everett Rob Hennin roboadvice Rod Severn Rosemary Hassan Ross Asset Management Royal Commission RTA Russell Hutchinson Russell Investments S&P sales activity Salt AM Sam Stubbs Saturn SBS Select Investments Senior Trust serious fraud office Share Sharon Zollner Shaun Drylie SiFA Simon Botherway Simon Fisher Simon Hassan Simplicity Situations Vacant Smartshares soft commission Southern Cross Sovereign Spicers Sponsored Content Squirrel SRI Stats NZ Steve Jurkovich Stewart Group Strategi Strategy Financial succession Sue Brown Suncorp superannuation Superlife SuperRatings Symon Brewis-Weston Synergy tax tax working group TCIT technology tenancy reform Tenancy Tribunal tenants term deposits The Answers The Co-operative Bank TMM Opinion Tony Mount Totara Wealth Management Tower Life TPD Trade Me Property Trauma Travel insurance Trevor Slater Triple A TripleA triplejump Trustee Partners Trustees Executors trusts TSB Turners UDC UK Pension Transfers Underwriting Unit Titles Unitary Plan value growth Van Eyk Vanguard Variable Annuities vertical integration Volo Webinars Westpac wholesale workplace savings nz Wrap Platforms WRF WSNZ yield Youi

News Bites
Latest Comments
Subscribe Now

Mortgage Rates Newsletter

Daily Weekly

Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.55 4.79 4.99
ANZ Special - 4.05 4.29 4.49
ASB Bank 5.80 ▲4.45 4.69 4.89
ASB Bank Special - ▲4.05 4.29 4.49
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.10 4.29 4.49
BNZ - Std, FlyBuys 5.90 4.69 4.79 4.99
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.20 5.25 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.70 4.85 -
Housing NZ Corp 5.80 4.69 4.79 4.79
HSBC Premier 5.89 3.99 4.19 4.69
HSBC Premier LVR > 80% - 3.79 - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.55 4.69 4.99
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.05 4.29 4.49
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.94 5.30
RESIMAC Special - - - -
SBS Bank 5.89 4.85 5.05 4.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - ▼4.15 ▲4.29 4.49
Sovereign 5.90 4.45 4.69 4.89
Sovereign Special - ▲4.05 4.29 4.49
The Co-operative Bank - Owner Occ 5.75 4.10 4.35 4.49
The Co-operative Bank - Standard 5.75 4.60 4.85 4.99
TSB Bank 5.80 ▲4.55 4.69 4.99
TSB Special - ▲4.05 4.19 4.49
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.69 4.79 5.19
Westpac - Offset 5.95 - - -
Westpac Special - 4.15 4.29 4.59
Median 5.89 4.55 4.69 4.79

Last updated: 17 December 2018 9:03am

News Quiz

The maximum remuneration model for Australian life insurance advisers is to be set at what?

Upfront 40% + trail 20%

Upfront 50% + trail 10%

Upfront 50% + trail 20%

Upfront 60% + trail 10%

Upfront 60% + trail 20%

MORE QUIZZES »

About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com