X
  • About
  • Advertise
  • Contact
Subscribe to our Newsletter
  • News
  • Markets
  • Regulation
  • Super
  • M&A
  • Tech
  • Appointments
  • Podcast
  • Webcasts
  • Promoted Content
  • Events
    • Super Fund of the Year Awards
    • Australian Wealth Management Summit
    • Australian Wealth Management Awards
    • Fund Manager of the Year Awards
    • Adviser Innovation Summit
    • ifa Excellence Awards
No Results
View All Results
  • News
  • Markets
  • Regulation
  • Super
  • M&A
  • Tech
  • Appointments
  • Podcast
  • Webcasts
  • Promoted Content
  • Events
    • Super Fund of the Year Awards
    • Australian Wealth Management Summit
    • Australian Wealth Management Awards
    • Fund Manager of the Year Awards
    • Adviser Innovation Summit
    • ifa Excellence Awards
No Results
View All Results
No Results
View All Results
Home News Appointments

JBWere advisers join Koda Capital

Two NAB Wealth financial advisers specialising in non-profit and philanthropic clients have left to join former JBWere chief executive Paul Heath’s private wealth firm Koda Capital.

by Staff Writer
March 17, 2015
in Appointments, News
Reading Time: 1 min read
Share on FacebookShare on Twitter

In a statement issued by the recently launched firm yesterday, Mr Heath announced that former JBWere advisers David Knowles (pictured) and Chris Wilson have been appointed to the Koda partnership, describing them as “two of Australia’s top non-profit and philanthropic advisers”.

“David and Chris are leaders in this specialist field, attracting more than $1 billion in funds under management and advice over the last three years while at JBWere.

X

“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,” Mr Heath said.

Commenting on the move, Mr Knowles said the ability to provide their niche advice services in an “independent environment” was a top factor in the decision to join Koda.

“Charities, government, corporates and individuals have struggled to solve social problems in isolation, and they now must look to find new ways of working together in order to achieve successful outcomes.

“We are beginning to see these kinds of collaborations in the emerging field of impact investing,” Mr Knowles said.

Related Posts

ACSI updates governance guidelines highlighting directors’ critical role nationally

by Adrian Suljanovic
January 20, 2026

The council has released updated governance guidelines outlining investor expectations of company directors around issues such as succession planning and...

Where to allocate to bonds if rates rise

by Georgie Preston
January 19, 2026

With the market pricing in just under two cash rate cuts this year, FIIG Securities has outlined how investors can...

Crypto risks that ‘cannot be ignored’ in 2026

by Olivia Grace Curran
January 19, 2026

Crypto markets in 2026 continue to face significant macroeconomic headwinds despite their popularity, with Binance highlighting three structural pressures confronting...

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

VIEW ALL
Promoted Content

Why U.S. middle market private credit is a powerful income solution for Australian institutional investors

In today’s investment landscape, middle market direct lending, a key segment of private credit, has emerged as an attractive option...

by Tim Warrick
December 2, 2025
Promoted Content

Is Your SMSF Missing Out on the Crypto Boom?

Digital assets are the fastest-growing investment in SMSFs. Swyftx's expert team helps you securely and compliantly add crypto to your...

by Swyftx
December 2, 2025
Promoted Content

Global dividends reach US$519 billion, what’s behind the rise?

Global dividends surged to a record US$518.7 billion in Q3 2025, up 6.2% year-on-year, with financials leading the way. The...

by Capital Group
November 18, 2025
Promoted Content

Why smaller can be smarter in private credit

Over the past 15 years, middle market direct lending has grown into one of the most dynamic areas of alternative...

by Tim Warrick, Managing Director of Principal Alternative Credit, Principal Asset Management
November 14, 2025

Join our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

Latest Podcast

Podcast

Relative Return Insider: Navigating a volatile 2026 market outlook

by Keith Ford
January 15, 2026
After more than two decades, InvestorDaily continues to be an institution that connects and influences Australia’s financial services sector. This influential and integrated media brand connects with leading financial services professionals within superannuation, funds management, financial planning and intermediary distribution through a range of channels, including digital, social, research, broadcast, webcast and events.

Subscribe to our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

About Us

  • About
  • Advertise
  • Contact
  • Terms & Conditions
  • Privacy Collection Notice
  • Privacy Policy

Popular Topics

  • Markets
  • Appointments
  • Regulation
  • Super
  • Mergers & Acquisitions
  • Tech
  • Promoted Content
  • Analysis

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited

No Results
View All Results
NEWSLETTER
  • News
  • Markets
  • Regulation
  • Super
  • M&A
  • Tech
  • Appointments
  • Podcast
  • Webcasts
  • Promoted Content
  • Events
    • Super Fund of the Year Awards
    • Australian Wealth Management Summit
    • Australian Wealth Management Awards
    • Fund Manager of the Year Awards
    • Adviser Innovation Summit
    • ifa Excellence Awards
  • About
  • Advertise
  • Contact Us

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited