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Nik Velde

Financial Adviser

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Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Nik works closely with private individuals and families, non-profit organisations and foundations assisting them with the management of their capital. Having begun his career as an accountant, Nik’s passion was to pursue a path in the international financial markets and he relocated to London to manage the private investments for a well-known European-based family. Developing investment strategies and managing portfolios across a range of asset classes and investments, Nik’s primary focus for the family was to preserve and grow their capital and ensure effective intergenerational wealth transfer. Returning to Australia, Nik continued to manage wealth for private individuals and families, non-profit organisations and foundations at UBS Wealth Management, EWM Group and Commonwealth Private. At Koda Capital, Nik offers a team-based approach to wealth management which, along with the expertise of the wider group, enables him to deliver truly independent investment advice for his clients. Nik’s qualifications include both a Bachelor of Commerce and a Bachelor of Economics from the University of Queensland, a Diploma and Investment Management Certificate from the Chartered Institute for Securities and Investment in London. He is also a Certified Practicing Accountant (CPA).

Address

Level 27 1 Eagle Street Brisbane, Brisbane, Qld, AU, 4000

Phone

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Organisation

  • Koda Capital

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.