Koda Capital recruits JBWere specialists

appointments financial planning

17 March 2015
| By Staff |
image
image
expand image

Independent wealth management firm, Koda Capital has announced the appointment of two philanthropy specialists to its team.

The firm announced this week it had appointed advisers David Knowles and Chris Wilson as partners.

Confirming the appointments, Koda Capital chief executive, Paul Heath, described Knowles and Wilson as being leaders in their field, attracting more than $1 billion in funds under management and advice over the past three years while at JBWere.

"Philanthropic and non-profit advice is one of the core pillars of Koda's independent, fee for service offering and we have started with the best in the field", he said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 12 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 18 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 16 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 19 hours ago