Adviser & Partner
James provides global investment advice to family groups and charitable organisations on asset allocation, investment strategy and investment selection.
Trained as a corporate lawyer with an international firm, James left legal practice in the early 2000s and went on to hold senior leadership roles at global investment banks both in Australia and predominantly overseas. As a specialist in equity markets, for many years James advised and provided investment counsel to some of the world’s leading investment managers on their allocations to markets.
At Koda, he focuses on understanding individual client needs and objectives, applying many years of market experience to provide a bespoke service, delivering excellence in all facets of advice and service.
James recognises a foundation of trust and a strong client relationship must first be in place to ensure a meaningful client experience.