Paul Heath is CEO and founder of Koda Capital. Founded in March 2014, Koda Capital is a fully independent, boutique private wealth management firm which advises on over $8bln of assets for individuals, families and not-for-profit organizations. Koda provides specialist services on structuring and tax, investment strategy, intergenerational wealth, philanthropy and social capital.
Before leaving to found Koda Capital, Paul Heath was Chief Executive Officer of JBWere, one of Australia’s longest established private wealth management companies. He served as Managing Director – Private Wealth Management at Goldman Sachs JBWere and served on the Goldman Sachs JBWere Board, Management Committee, Risk Committee, Commitments Committee, Asset Liability Co-ordination Committee and IT Steering Committee. He also served on the Talent and Diversity Council and the Partnership Committee. During his two and a half decades in the finance industry, Paul has also been an investment adviser and an equities derivatives trader.
Paul serves as a board member of both the Australian and International Board of Directors of the Juvenile Diabetes Research Foundation and, since 2011, Paul has also been a member of the Endowment Investment Committee of the Benevolent Society – the oldest registered charity in Australia.