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

29

Koda advisers

8

Total funds under advice ($b)