William Douglas Email and Phone Number
William Douglas work email
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William Douglas personal email
I deliver financial solutions to my clients that have a meaningful and positive impact. Whilst impact is measured in terms of financial return, in my experience there are additional personal or organisational benefits including lifestyle, well-being, stronger relationships, improved security or community involvement. Every client and each situation is unique. A clients journey can start with time spent reflecting on their experience, assessing their current position and outlining priorities and future plans. This process may identify a need. If there is a need, do you need advice? What is the benefit that advice will deliver? Does that advice represent value?With over 20 years of experience I understand what is important to you. I joined Koda in 2015 with the view that clients will benefit from a culture based on independence and equity ownership. A combination that most importantly creates trust, alignment and transparency between both advisor and client that will lead to better financial outcomes. Koda’s investment solutions are developed and delivered by Koda’s independent investment advisory and research team producing attractive financial returns. There is no internal development of investment products leading to potential conflicts of interest. There is access to a dedicated philanthropic advisory team and broad access to both equity and debt capital markets. If you or your organisation would like to explore what I and the team at Koda can do please email will.douglas@kodacapital.com
Koda Capital
View- Website:
- kodacapital.com
- Employees:
- 148
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Senior Adviser And PartnerKoda CapitalBrisbane City, Qld, Au -
Adviser & PartnerKoda Capital Aug 2015 - PresentSydney, Nsw, Au -
TreasurerBrisbane Metropolitan Touch Association May 2024 - PresentCamp Hill, Queensland, Au -
Allocations And Investment Committee MemberSt Joseph'S College, Gregory Terrace Nov 2023 - PresentSpring Hill, Queensland, Au -
DirectorBenchon Jun 2024 - PresentGold Coast, Queensland, Au -
Client AdvisorUbs Wealth Management Jul 2009 - Jul 2015Zurich, Ch -
Vice PresidentMerrill Lynch 2007 - 2008New York, Ny, Us -
Client AdvisorOrd Minnett 1998 - 2006Sydney, Nsw, Au
William Douglas Skills
William Douglas Education Details
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The University Of QueenslandAccounting And Finance -
Australian Institute Of Company DirectorsGovernance Foundations For Non For Profit Directors -
Securities Institute Of AustraliaApplied Finance -
The University Of QueenslandEconometrics And Quantitative Economics -
St Joseph'S College Gregory Terrace
Frequently Asked Questions about William Douglas
What company does William Douglas work for?
William Douglas works for Koda Capital
What is William Douglas's role at the current company?
William Douglas's current role is Senior Adviser and Partner.
What is William Douglas's email address?
William Douglas's email address is wi****@****ubs.com
What schools did William Douglas attend?
William Douglas attended The University Of Queensland, Australian Institute Of Company Directors, Securities Institute Of Australia, The University Of Queensland, St Joseph's College Gregory Terrace.
What are some of William Douglas's interests?
William Douglas has interest in Growing Food, Supervising Children, The Occasional Sleep In Past 6am, Tennis, Food, Craft Beer, Travel, Fishing, Wine.
What skills is William Douglas known for?
William Douglas has skills like Equities, Asset Management, Investments, Portfolio Management, Wealth Management, Financial Markets, Financial Advisory, Wealth, Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management Services.
Who are William Douglas's colleagues?
William Douglas's colleagues are Rebecca Jones, Jeff Bromfield, Mark Pollasky, David Knowles, Paul Begley, James Hawthorne, Jennie Phan.
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