We believe that what makes Koda special is our people and our commitment to maintaining the right culture to deliver first class outcomes. We work hard at maintaining a strong culture that we can all be proud of. We believe this underpins our ability to do great work, build profound relationships with each other & our clients and have the courage & curiosity to innovate, learn & improve. Koda provides independent advice to wealthy individuals, families, non-profits, and charitable foundations. We provide advice on client assets valued at in excess of $8bn and take a tailored approach to portfolio construction to meet each client’s needs. We seek to help our clients navigate their wealth needs, across generations where appropriate, integrating their values into their wealth planning. Our philanthropy & social capital team are market leading and provide our clients with insights around giving, fundraising, non-profit strategic planning, social enterprise, innovation in the social sector, capacity building for non-profit leaders and non-profit investment governance. Our investment philosophy is underpinned by an understanding of what wealthy individuals and families and non-profits need. We take an endowment-style approach which includes a unique capability in responsible & impact investments and non-traditional assets to complement core holdings for risk reduction, return enhancement and positive impact. Our investment research program is truly global in reach, enabling us to source the right solution for each client’s goals and access institutional-grade opportunities. Our aim is to create the right mix of returns, risk and impact for each client’s objectives.

Level 9, 20 Bond Street, Sydney, NSW, AU, 2000