William Douglas Email & Phone Number

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

Listed skills include Equities, Asset Management, Investments, Portfolio Management, and 8 others.