Investors deserve genuinely independent advice – and the better outcomes that come with it. That’s why we have pioneered a distinctively different approach to wealth management.

Genuine independence

We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for your goals and access every potential opportunity for better outcomes.

Our team

Your advice is only as good as the talented team behind it. Our partners, advisers and analysts bring a collective depth of expertise and commitment to excellence.

Latest news

Flinders Foundation appoints Koda Capital to strengthen long-term impact for patients and research

04 Sep 2026

Flinders Foundation has appointed Koda Capital as its investment management partner, reinforcing its commitment to ensuring donor funds are managed responsibly, sustainably and for maximum long-term impact. As Australia’s largest independent wealth advisory firm, Koda Capital has an established track record advising many of the nation’s leading philanthropic foundations, medical research institutes and non-profit organisations....

Koda Capital nets US$11.9bn as Australia’s HNWs look beyond Big Four

27 May 2026

Koda Capital has been featured in Asian Private Banker, with the article exploring the continued growth of independent wealth management in Australia and the evolving needs of high-net-worth families. In the interview, Managing Partner Jonathan Ayres discusses Koda’s founding philosophy and the firm’s focus on delivering independent, tailored advice to high-net-worth individuals and for-purpose institutions....

Latest insights

The Compounded Cost of Over-Conservatism: A Guide for Trustees, Directors and Committee Members

07 Sep 2026

by David Knowles, Head of Philanthropy & Social Capital, Partner, Koda Capital Introduction This paper is the third in a series dedicated to helping trustees, directors and investment committee members of Australian charitable, non-profit and philanthropic organisations (‘nonprofits’) think more clearly about some of the common, yet less obvious investing risks they face as non-profit...

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Wearing the Right Hat: How to Think Like Your Non-Profit

28 Jul 2026

by David Knowles, Head of Philanthropy & Social Capital, Partner, Koda Capital Introduction This paper is the second in a series dedicated to helping trustees, directors and investment committee members of Australian charitable, non-profit and philanthropic organisations (‘non-profits’) think more clearly about some of the common, yet less obvious risks they face as non-profit investors....

Download the PDF

Latest episodes

Ep 233:

Raghav Khana – Navigating the Squeeze: Oaktree on Private Credit, Collapse Risks, and Market Cockroaches

13 Oct 2026 | 39:26 mins

In this episode of Inside the Rope, host David Clark and Tom Oryl dive straight into the rapidly evolving private credit sector alongside Raghav Khanna, Co-CIO of Oaktree’s Private Credit Wealth Products. As high-profile defaults like the Bathla collapse make local headlines, sophisticated investors are left questioning where real yield ends and structural fragility begins....

In this episode of Inside the Rope, host David Clark and Tom Oryl dive straight into the rapidly evolving private credit sector alongside Raghav Khanna, Co-CIO of Oaktree’s Private Credit Wealth Products. As high-profile defaults like the Bathla collapse make local headlines, sophisticated investors are left questioning where real yield ends and structural fragility begins. Raghav breaks down how Oaktree – a firm renowned for its Howard Marks-driven risk discipline and expertise in distressed credit, is analysing current market dislocations, evaluating risk premiums, and underwriting through macroeconomic noise.
Key Takeaways:

Apple music | Spotify | Inside the Rope

Ep 232:

Dr Joanna Syroka – Too Big for Balance Sheets: AI Data Centers, Cyber Contagion, and the Future of ILS

29 Sep 2026 | 42:34 mins

Host David Clark chats with Dr. Joanna Syroka of Fermat Capital Management to unpack the structural capacity deficit hitting traditional insurance markets and how Insurance-Linked Securities (ILS) are stepping in to bridge the gap. As massive systemic shifts push loss potential beyond traditional balance sheet limits, capital markets are proving essential in underwriting modern risk....

Host David Clark chats with Dr. Joanna Syroka of Fermat Capital Management to unpack the structural capacity deficit hitting traditional insurance markets and how Insurance-Linked Securities (ILS) are stepping in to bridge the gap.
As massive systemic shifts push loss potential beyond traditional balance sheet limits, capital markets are proving essential in underwriting modern risk.
The conversation explores the burgeoning market for mega-scale AI data center campuses, where concentrated values reaching up to $30 billion require novel risk-transfer structures.
The discussion then turns to the virtual concentration of risk in cyber insurance, where digital centralisation mirrors real-world coastal exposure and how forward-thinking issuers are leveraging catastrophe bonds to manage systemic contagion.
Finally, Dr. Syroka outlines how sovereign nations are building “financial fortresses” through contingent capital, highlighting how ex-ante disaster risk management enabled Jamaica to receive a credit rating upgrade from Moody’s despite suffering a major GDP shock.
Key Takeaways:

Apple music | Spotify | Inside the Rope

Latest videos

Ep 11:

Helping Your Kids Without Ruining Your Life (Or Theirs)

18 Jun 2024 | 2:23 mins

How wealthy families help their children financially is a complex topic, as well as a deeply personal one. More families than ever are working through it. In 2020 Koda Capital Adviser & Partner James Hawthorne published a paper titled ‘Helping your kids without ruining your life (or theirs)’.  As the wealth in our communities grows,...

How wealthy families help their children financially is a complex topic, as well as a deeply personal one. More families than ever are working through it.

In 2020 Koda Capital Adviser & Partner James Hawthorne published a paper titled ‘Helping your kids without ruining your life (or theirs)’.  As the wealth in our communities grows, there is extraordinary potential for opportunity but also conflict between the generations.

Adjusted for inflation, there are more than three times as many households with a net worth in excess of $5m compared to 15 years ago. Additionally, families are smaller, meaning individual children are ending up with larger proportions of family wealth.

‘Helping your kids without ruining your life (or theirs): ten issues to consider when passing wealth to the next generation’ is a report that seeks to shed light on a topic that is rarely discussed in the open.

The full paper is available to download from Koda’s site at https://kodacapital.com/insights/helping-your-kids-without-ruining-your-life-or-theirs/

 

 

Video

Ep 10:

The Upside of Maintaining Diversification

15 May 2024 | 2:56 mins

The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few exceptions, however when faced with market turbulence many will retreat to the set of risks that are most familiar to them. In the process they often reduce the diversification of...

The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few exceptions, however when faced with market turbulence many will retreat to the set of risks that are most familiar to them. In the process they often reduce the diversification of their portfolio and alter the risk and reward dynamics of their investments.

In 2020 Koda Capital Adviser & Partner Michael Massey published a paper titled ‘The Upside of Maintaining Diversification’. This is one of three papers in a trilogy series outlining the principles behind Koda’s investment philosophy: diversification, upside/downside capture and time in the market.

These principles are embedded in the strategies we use to construct client portfolios in a way that ensures investments have appropriate levels of diversification both across and within different asset classes. This balance, when combined with investing through cycles, enables clients to enjoy the benefits of compounding returns over the long term.

The full paper is available to download from Koda’s site at https://kodacapital.com/insights/the-upside-of-maintaining-diversification/

 

Video

Koda in numbers

25

Average years of experience (Koda Partners)

58

Partners

150

Koda team members

4

Offices around Australia