David Knowles Email and Phone Number
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I began my career in 1989 and have been fortunate to have worked for admired businesses like Coutts & Co., where I started out and Koda Capital, where I work now. I’ve learnt a lot about wealth management and investing for High and Ultra High Net Worth clients but I have most enjoyed my work as a philanthropic adviser and an adviser to non-profits. I got the opportunity to do this kind of work thanks to the great firms I worked at and because I completed my Trustee & Executor examinations in the UK. This work experience has led to me serving on a number of charitable and philanthropic boards and committees on a voluntary basis. In the last decade, impact investing and responsible investing has become a feature of my advisory work. The support I get from my wife has also helped me enormously.
Koda Capital
View- Website:
- kodacapital.com
- Employees:
- 148
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Head Of Philanthropy And Social Capital; PartnerKoda CapitalSydney, Nsw, Au
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Head Of Philanthropy & Social Capital; PartnerKoda Capital Jan 2015 - PresentSydney, Australia
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DirectorBoard Connect Jun 2013 - Apr 2020Brisbane, AustraliaBoardConnect is a charity that supports board members and promotes effective non-profit governance.
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Managing Director - Head Of Philanthropy, Product & MarketingJbwere Oct 2013 - Dec 2014Sydney, AustraliaReporting to the CEO I headed the Product and Marketing functions for JBWere as well as running JBWere Philanthropic Services. I was a member of JBWere's Executive Leadership Team. As an LT member I was sponsor of the online client portal stream when JBWere migrated all IT from Goldman Sachs to NAB systems.As head of Philanthropic Services I oversaw a team that attracted $1bn in new FuM and FuA to JBWere between 2011-2014. The team also produced well regarded research and hosted leaders such as Sir Ronald Cohen, Jed Emerson and Nobel Laureate Professor Muhammad Yunus.For three consecutive years I designed and ran the JBWere Social Leadership Program, a teaching program for non-profit and philanthropic leaders. This week-long program was run in partnership with Professor Warren McFarlan of the Harvard Business School's Social Enterprise Faculty. -
Executive Director. Head Philanthropic ServicesJbwere Mar 2010 - Sep 2013SydneyI led the Philanthropic Services business, which was essentially an advisory team supporting JBWere's non-profit and philanthropic clients. I was a member of JBWere's Advice Leadership Team and a member of the JBWere Charitable Endowment Fund Investment Committee.I completed the JBWere Non-Profit Leadership Program in 2010 and 2011 and the NAB Talent Management Program in 2013.
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Head Of Philanthropic ServicesPerpetual Limited Feb 2006 - Mar 2010Sydney, AustraliaHighlights: running The Perpetual Foundation, managing a large diverse funding round, chairing the Trust Investment Committee and establishing PAFs and other charitable foundations for private clients.I managed the Ramaciotti Foundations, The Kibble Foundation, The Patrick White Charitable Trust and the Helen Lempriere Bequest. My last achievement was creating the Lempriere Scholarships in conjunction with David Handley, founder of Sculptures By The Sea. -
Senior Manager - Fiduciary ServicesPerpetual Limited Aug 2001 - Jan 2006Sydney, AustraliaI reported to the National Manager - Fiduciary Services. The role involved overseeing the management of all Perpetual's 1,400 personal, 450 charitable and 100 accident compensation trusts, plus 150 deceased estates.Prior to this role I was Manager of Trusts and a Trust Manager at Perpetual.
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Senior Trust OfficerMerrill Lynch Bank & Trust Company (Cayman) Limited Oct 1995 - Apr 2001Based in the Isle of Man
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Relationship ManagerCoutts Jul 1989 - Sep 1994Isle Of ManBased in the Isle of Man.This was a wonderful introduction to all aspects of private banking, investment and wealth management.
David Knowles Skills
Frequently Asked Questions about David Knowles
What company does David Knowles work for?
David Knowles works for Koda Capital
What is David Knowles's role at the current company?
David Knowles's current role is Head of Philanthropy and Social Capital; Partner.
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David Knowles's direct phone number is +613990*****
What skills is David Knowles known for?
David Knowles has skills like Philanthropy, Wealth Management, Investments, Leadership, Investment Strategies, Portfolio Management, Investment Management, Financial Services, Investment Advisory, Strategic Planning, Equities, Nonprofits.
Who are David Knowles's colleagues?
David Knowles's colleagues are James Gouldson, Cfa, Brittney Brockhurst, Michelle Lam, Edward Strapp, Bevan Smith Gaicd, Oummarou Koda, Kaila Abbott.
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