Euromoney today released the 2019 Private Banking and Wealth Management Survey results.
Koda Capital debuted in the survey results and was ranked #1 in Philanthropic Advice as well as #1 in Succession Planning Advice and Trusts.
Euromoney surveyed private banks and wealth managers across Australia to identify the firms that they consider to be their top competitors.
The survey results are based on the scores from peer nominations received and voter participation points. No self-nominations or parent/subsidiary company nominations were allowed.
Koda CEO Paul Heath commented
“it is always special to be recognised by your peers. These Euromoney awards are a reflection of the quality outcomes we deliver to our clients. Particular credit goes to our Structuring & Tax as well as and Philanthropic & Social Capital teams.”
Full survey results and more details on the survey methodology can be seen at euromoney.com
Koda Capital welcomes Emigrant Partners as a minority strategic investor to support the next phase of growth, commitment to partner ownership and independent advice model Koda Capital (“Koda”), a leading independent financial advice firm for high-net-worth clients today announced that Emigrant Partners, the US-based capital and advice partner, will become a strategic minority investor in...
Today the Australian Financial Review, in partnership with leading Australian innovation consultancy Inventium, published the best places to work across Australia and New Zealand. The assessment behind the rankings was made up of an employee survey and a written submission, with questions relating to policies, practices and programs that exist within each nominated organisation to...
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.