Koda Capital is a financial services company. Their services include advisory, tax, and investment services. They develop strategies covering investment structures, tax, planning, and estate planning.

Finance

Koda Capital

Paul Heath

Ben Andreou

Brigette Leckie

Elizabeth Watson

Mathew Stinton

Tom Oryl

Vinay Ramesh

Justin Lucas

Leon Dier

Cassandra Hirst

Sean Abbott

Bevan Smith

Frank MacIndoe

James Middleditch

Peter Dunn

Sebastian Ferrando

Fiona Morris

Norman Zhang

Sam Agnew

Quentin Reeve

David Knowles

Cassandra Hinze

Steve Tucker

Lisa Gay

Andrew Rothery

The Advisory Team at Koda Capital provides expert guidance in financial planning, investment strategies, and tax optimization to help clients achieve their financial goals. Comprising a diverse group of advisers and associates, the team collaborates to create tailored solutions that encompass investment structures, estate planning, and philanthropic initiatives, ensuring comprehensive and personalized service for each client.

Advisory Team

The Investment and Finance Team at Koda Capital is responsible for developing and implementing investment strategies, ensuring efficient financial operations, and providing expert advisory services. This team analyzes market trends, manages investment portfolios, and collaborates on tax and estate planning solutions to optimize client outcomes. With a focus on responsible investment, they aim to align financial growth with sustainable practices.

Investment and Finance Team

The Leadership Team at Koda Capital is responsible for setting the strategic direction of the company and overseeing its operational execution. Comprising key executives such as the Managing Partner, CFO/COO, and Chief Investment Officer, this team collaborates to drive innovation in financial services, guide investment strategies, and ensure compliance with regulatory standards while fostering a culture of excellence and client focus.

Leadership Team

The Operations and Management Team at Koda Capital is responsible for ensuring the smooth and efficient functioning of the company's internal processes. They oversee financial management, human resources, and business services, while also coordinating philanthropic initiatives. This team plays a crucial role in aligning strategic objectives with day-to-day operations, fostering a collaborative environment to enhance overall service delivery in advisory, tax, and investment areas.

Operations and Management Team

The Legal and Compliance Team at Koda Capital ensures that the company's operations adhere to all regulatory requirements and industry standards. They develop and implement policies to mitigate legal risks, manage compliance audits, and provide guidance on legal matters, ensuring that all services, including advisory, tax, and investment, are delivered within a robust legal framework. Additionally, they support strategic initiatives by advising on regulatory impacts and maintaining transparent communications with stakeholders.

Legal and Compliance Team

The Research and Analysis Team at Koda Capital is responsible for conducting in-depth market research and economic analysis to inform investment strategies and enhance client advisory services. They evaluate investment structures, tax implications, and estate planning options, ensuring that clients receive tailored, data-driven recommendations that align with their financial goals. The team's collaboration across various domains, including philanthropy, structuring, and managed portfolios, positions Koda Capital as a leader in comprehensive financial solutions.

Research and Analysis Team

Koda Capital

Org chart

Board & advisors

Teams

Advisory Team

Investment and Finance Team

Leadership Team

Operations and Management Team

Legal and Compliance Team

Research and Analysis Team

Offices

Koda Capital

Org chart

Board & advisors

Teams

Advisory Team

Investment and Finance Team

Leadership Team

Operations and Management Team

Legal and Compliance Team

Research and Analysis Team

Offices

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