Reece Macdonald
Private Wealth Adviser at Milford Asset Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
0
/5.0 / Based on 0 ratingsFilter reviews by:
Credentials
-
AFA
Financial Markets Authority - New ZealandJan, 2017- Sep, 2024 -
B.Com (VFM)
Lincoln University New ZealandFeb, 1988- Sep, 2024
Experience
-
-
Private Wealth Adviser
-
Jan 2018 - Present
Milford is a leading New Zealand based boutique investment firm that provides advice to help clients meet their specific investment objectives through a range of award winning investment products and service. We seek to combine expert advice, high quality customer service and deliver consistently superior investment performance to help our clients achieve their goals and protect and grow their wealth. Milford currently manages over $9 bn of funds and has offices in New Zealand and Australia. For more information about Milford see our company Linkedin page, visit www.milfordasset.com, or contact me directly to discuss your investment options. EMail rmacdonald@milfordasset.com or 021 399 519 Show less
-
-
-
BNZ
-
Music
-
1 - 100 Employee
-
Senior Financial Advisor - BNZ Private Bank
-
Oct 2015 - Dec 2017
Senior Financial Advisor with 25 years finance, investment banking, leadership and banking experience. Extensive knowledge of investment markets and lending with an extremely strong network across all sectors.My investment philosophy is a holistic long-term approach focused on strategic asset allocation, exposure to relevant sectors & asset classes in balance with acceptable levels of risk for anticipated returns.
-
-
Senior Partner - Private Banking, Agribusiness, Corporate Finance & Commercial Business
-
Sep 2008 - Sep 2015
The Senior Partner role is a leadership position which has included leading a number of different teams in four separate sectors since 2008, being Private Banking, Agribusiness, Corporate Finance and Commercial Business.
-
-
Acting Managing Partner
-
Mar 2013 - Sep 2013
Managing Partner (Regional Manager) for the Canterbury region leading the Corporate Finance, Commercial, Business, Property Finance, Private Bank and Agribusiness sectors. Leading 4 Senior Partners and 110 staff to achieve outstanding performance in terms of financial results, brand promotion and team culture.
-
-
Director Private Banking
-
Mar 2005 - Sep 2008
-
-
Commercial Business Manager
-
Sep 2002 - Mar 2005
-
-
-
Merrill Lynch
-
United States
-
Financial Services
-
700 & Above Employee
-
Project Manager / Change Consultant / Assistant Vice President
-
Oct 1998 - Sep 2002
-
-
-
Bank of New Zealand
-
New Zealand
-
Banking
-
700 & Above Employee
-
Senior Agribusiness Manager
-
Aug 1997 - Sep 1998
-
-
-
-
Project Manager
-
Oct 1995 - Jul 1997
-
-
-
-
Agribusiness Manager
-
Jan 1991 - Jul 1995
-
-
Education
-
Lincoln University (NZ)
B.Com (VFM), Agriculture, Vaulation & Management -
Waitaki Boys High School