Move

Milford appoints Australian distribution head

Executive Move

Regan+van+berlo

New Zealand founded fund manager, Milford Asset Management (Milford), has confirmed the appointment of Regan van Berlo as the firm's new head of distribution in Australia, effective late 2018.

Based in the firm's Sydney office, van Berlo is responsible for leading Milford’s engagement with financial advisers, research teams, asset consultants, and platform providers.

Van Berlo has over a decade of experience in the Australian investment management industry with exposure to the funds management, investment research, data, software and advice segments. Prior to joining Milford, he spent six years with Morningstar, Inc, most recently as head of adviser distribution for Morningstar Investment Management, where he was responsible for growing and engaging with financial advisers, dealer groups, research teams and platforms.

In a statement from the firm, Milford chief investment officer, Wayne Gentle, said: “We are excited to continue Milford’s expansion in Australia through Regan’s appointment. He brings a strong track record of growing investment management businesses through the advice channel and his appointment reaffirms our commitment to making Milford’s world class investment capability available to Australian investors.”

Commenting on his appointment, van Berlo said: “Milford has a strong track record of delivering excellent investment performance over a long period. I’m excited to be joining the team and look forward to launching the Milford Australian Absolute Growth Fund into the Australian market.”

Departure

October 2018

Head of Adviser Distribution

Morningstar

Appointment

November 2018

Head of Distribution, Australia

Milford Asset Management

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