I am a partner, adviser and equity owner of Koda Capital, with 25 years of international financial market and investment management experience. I work closely with private individuals and families, non-profit organisations and foundations assisting them with the management of their investment capital.My specific areas of advice include:• Investment policy development & governance• Tailored investment strategies• Investment portfolio design• Strategic & tactical asset allocation• Investment research, analysis & selection• Responsible & impact investing• Portfolio & risk management • Succession planning & philanthropyHaving begun my career as an accountant, my passion was to pursue a path in the international financial markets and I relocated to London to manage the private investments for a well-known European-based family office. Developing investment strategies and managing portfolios across a range of asset classes and underlying investments, my primary focus for the family was to preserve and grow their capital and ensure effective intergenerational wealth transfer. Returning to Australia, I continued to manage wealth for private individuals and families, non-profit organisations and foundations at UBS Wealth Management, EWM Group and Commonwealth Private. I live in Brisbane, regularly travel for business to Sydney and in my free time I enjoy sailing, all types of boats, golf, keeping fit and spending time with my wife Gina and two daughters, Tia and Piper.
Listed skills include Family Office, Wealth Management, Investment Advisory, Investment Strategy, and 17 others.
