Koda Named Australia’s Best Private Wealth Manager
19 Aug 2016
“In a relatively short period of time, Koda Capital has earned a reputation for providing holistic, strategic client-centric advice to sophisticated, high net worth individuals and families. Koda is an excellent choice for any investor seeking truly independent and thoughtful financial advice.”
Koda Capital has been named Australia’s Best Private Wealth Manager by leading national business publication the Australian Financial Review and a panel of independent judges including Rice Warner, Morningstar and Lonsec Fiscal.
At the AFR Smart Investor Blue Ribbon Awards in August, Koda beat some of the world’s largest investment banks to win the inaugural Private Wealth Manager Award and secure its position as Australia’s top advisory firm for independent, professional advice.
The Private Wealth Manager Award was a new category this year. It was created in response to reader demand and aims to help consumers identify a professional advisory firm which provides quality, client-centric advice; upholds the highest ethical standards; and satisfies strict criteria.
AFR Smart Investor editor, James Frost said the Blue Ribbon signified a “premier service or product with the endorsement of the Australian Financial Review”.
“In a relatively short period of time, Koda has earned a reputation for providing holistic, strategic client-centric advice to sophisticated, high net worth individuals and families,” he said.
“Koda Capital is an excellent choice for any investor seeking truly independent and thoughtful financial advice.”
In presenting the Award, Mr Frost also commended Koda’s respected, highly qualified and experienced team of executives and advisers, led by Chairman Steve Tucker and Chief Executive Paul Heath.
Mr Heath said the Award recognised Koda Capital’s unique, fiercely independent approach to private wealth management, which also gave clients the ability to choose their preferred fee structure.
“Our sole focus is to help our clients achieve their financial goals and objectives by providing world class strategic advice and customised solutions,” he said.
“We are committed to partnering with our clients for the long-term to meet their needs and drive improved client outcomes.”
Since its establishment in early 2015, Koda has grown to 20 partners and advises on over $3 billion of assets on behalf of high net worth individuals and families as well as charitable foundations.
Full coverage of the AFR Smart Investor Blue Ribbon Awards can be found the September issue of AFR Smart Investor magazine.
Wealthy family charitable foundations have been dipping into their cash reserves to fund philanthropic causes as their income has been slashed by the COVID pandemic, providing a challenge to the traditional investment models used by the nation’s not-for-profit sector. Equity Trustees’ third annual Giving Review to be released this week reveals there were more than...
China’s sharemarket is too big to ignore, but it’s not easy to access for local investors. One wealth firm has taken a boots-on-the-ground approach. Regardless of how Seek responds to a short seller’s attack focused on its investment in a Chinese classifieds giant on Monday, the episode is a reminder of an inherent challenge for...
Subscribe to Koda insights
*Please note that the majority of research Koda produces and distributes is client-access only. Subscribing to the insights distribution list will only give you access to publicly available Koda reports.