19 August 2016

Koda Capital has been named Australia’s Best Private Wealth Manager by leading national business publication the Australian Financial Review and a panel of independent judges including Rice Warner, Morningstar and Lonsec Fiscal.

At the AFR Smart Investor Blue Ribbon Awards in August, Koda beat some of the world’s largest investment banks to win the inaugural Private Wealth Manager Award and secure its position as Australia’s top advisory firm for independent, professional advice. 

The Private Wealth Manager Award was a new category this year. It was created in response to reader demand and aims to help consumers identify a professional advisory firm which provides quality, client-centric advice; upholds the highest ethical standards; and satisfies strict criteria.

AFR Smart Investor editor, James Frost said the Blue Ribbon signified a “premier service or product with the endorsement of the Australian Financial Review”.

“In a relatively short period of time, Koda has earned a reputation for providing holistic, strategic client-centric advice to sophisticated, high net worth individuals and families,” he said.

“Koda Capital is an excellent choice for any investor seeking truly independent and thoughtful financial advice.”

In presenting the Award, Mr Frost also commended Koda’s respected, highly qualified and experienced team of executives and advisers, led by Chairman Steve Tucker and Chief Executive Paul Heath.

Mr Heath said the Award recognised Koda Capital’s unique, fiercely independent approach to private wealth management, which also gave clients the ability to choose their preferred fee structure.

“Our sole focus is to help our clients achieve their financial goals and objectives by providing world class strategic advice and customised solutions,” he said.

“We are committed to partnering with our clients for the long-term to meet their needs and drive improved client outcomes.”

Since its establishment in early 2015, Koda has grown to 20 partners and advises on over $3 billion of assets on behalf of high net worth individuals and families as well as charitable foundations. 

Full coverage of the AFR Smart Investor Blue Ribbon Awards can be found the September issue of AFR Smart Investor magazine.

You can also read more about the award online at afr.com/personal-finance