Our Clients
Our clients may have diverse needs and goals, but they share a desire to invest differently.
Long-term partnerships
Koda is with you for today, and for the future
Our enduring investment life cycle provides points of intersection between our different client groups. These include, but are not limited to:
- Successful C-suite leaders seeking financial peace of mind and control, with sophisticated planning and investment structuring needs.
- Business founders determined to realise the value within their organisation, and transfer that wealth to the next generation.
- Not-for-profit managers and boards managing the complexity of endowment governance, and seeking guidance on bespoke investment strategies.
Koda in numbers
74
Net Promotor Score (NPS)
25
Average clients per adviser
40
Koda advisers
10
Total funds under advice ($b)
74
Net Promotor Score (NPS)
25
Average clients per adviser
40
Koda advisers
10
Total funds under advice ($b)
Typically, Koda clients come to us financially secure. Our purpose is to deliver them financial peace of mind.
What does financial peace of mind look like? It means the assets are in the right structures with a good estate plan. The money is invested for its intended beneficiaries – and often this is several generations away.
Our clients are giving back into the communities within which they are successful and the money is an enabler for the future they wish for their children.