Rod Milne

Areas of expertise

Rod specialises in:

Financial Advisory, specialising in HNW clients & corporates

Experience

I set up my own Financial Advisory business (HFS Milbourne) in 1986 growing this to over 30 employees and c£500m in assets under management. In March 2021 the business was acquired by Tilney Smith & Williamson.

Notable client work and achievements

Directly involved in the launch & management of the HFS Milbourne Strategic Portfolio Service managed portfolio system for clients that we grew to c £400m AUM, subsequently acquired by Tilney Smith & Williamson.

At HFS Milbourne, managed the business development of our legal connections which successfully grew to become a significant part of our revenue.