William Douglas

I deliver financial solutions to my clients that have a meaningful and positive impact. Whilst impact is measured in terms of social and financial return, in my experience there are additional personal or organisational benefits including lifestyle, well-being, stronger communities and relationships as well as improved security. Every organisation and each situation is unique. A clients journey can start with time spent reflecting on their experience, assessing their current position and outlining priorities and future plans. This process may identify a need. If there is a need, do you need advice? What is the benefit that advice will deliver? Does that advice represent value? With 20 years of experience I understand what is important to clients. I joined Koda in 2015 with the view that clients will benefit from a culture based on independence and equity ownership. A combination that most importantly creates trust, alignment and transparency between both advisor and client that will lead to better financial and social outcomes. Koda’s investment solutions are developed and delivered by Koda’s independent investment advisory and research team producing attractive financial returns. There is no internal development of investment products leading to potential conflicts of interest. There is access to a dedicated philanthropic advisory team including ESG and impact advisory capability.