Frances Sweetman
Analyst-Equity at Milford Asset Management Ltd.
Profile
Ms. Frances Sweetman is a Portfolio Manager & Head of Sustainable Investment at Milford Asset Management Ltd.
She joined the firm in early 2017 as a Senior Analyst focused on New Zealand equities.
Prior to joining the firm, she was a Senior Research Analyst at Craigs Investment Partners, responsible for the New Zealand and Australian exposures of the Private Wealth division.
She also previously worked as an Analyst at Brook Asset Management focussed on the property, finance and telecommunications sectors and as an Analyst at Macquarie Bank in Sydney, covering the property sector in the institutional equities research tea.
Ms. Sweetman holds an MSc in Estate Management from South Bank University, a BA(Hons) in Economics and Business Management from Newcastle University and is a member of the Royal Institute of Chartered Surveyors.
Frances Sweetman active positions
| Companies | Position | Start |
|---|---|---|
Milford Asset Management Ltd.
 Milford Asset Management Ltd. Investment ManagersFinance Milford Asset Management Ltd. (Milford) is an independent specialist investment firm headquartered in Auckland, New Zealand. Founded in 2003, Milford offers clients an extensive range of investment services and products from KiwiSaver, investment funds and private equity to wealth management and advice. | Analyst-Equity | 31/12/2016 |
Former positions of Frances Sweetman
| Companies | Position | End |
|---|---|---|
Craigs Investment Partners Ltd.
 Craigs Investment Partners Ltd. Investment Banks/BrokersFinance Craigs Investment Partners Ltd. is an independent brokerage firm headquartered in Tauranga, New Zealand. The firm was founded in 1984 and provides New Zealand and international institutional clients an in-depth local perspective with global market insights to deliver effective trading and exceptional execution. | Analyst-Equity | - |
Brook Asset Management Ltd.
 Brook Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Brook Asset Management Ltd. (BAM) is the New Zealand investment management subsidiary of Macquarie Investment Management (NZ) Ltd., ultimately held by Macquarie Group Ltd. (SY: MQG) in Australia. Based in Auckland, BAM manages investment funds for a range of clients including institutions, charitable organizations, trusts and private investors. | Analyst-Equity | - |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 3 |
|---|---|
Brook Asset Management Ltd.
Brook Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Brook Asset Management Ltd. (BAM) is the New Zealand investment management subsidiary of Macquarie Investment Management (NZ) Ltd., ultimately held by Macquarie Group Ltd. (SY: MQG) in Australia. Based in Auckland, BAM manages investment funds for a range of clients including institutions, charitable organizations, trusts and private investors. | Miscellaneous |
Milford Asset Management Ltd.
Milford Asset Management Ltd. Investment ManagersFinance Milford Asset Management Ltd. (Milford) is an independent specialist investment firm headquartered in Auckland, New Zealand. Founded in 2003, Milford offers clients an extensive range of investment services and products from KiwiSaver, investment funds and private equity to wealth management and advice. | Finance |
Craigs Investment Partners Ltd.
Craigs Investment Partners Ltd. Investment Banks/BrokersFinance Craigs Investment Partners Ltd. is an independent brokerage firm headquartered in Tauranga, New Zealand. The firm was founded in 1984 and provides New Zealand and international institutional clients an in-depth local perspective with global market insights to deliver effective trading and exceptional execution. | Finance |
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