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Independent wealth managers in Australia have been propelled by the downsizing of wealth businesses at the country’s Big Four following findings of systemic misconduct in 2019. Since then, by targeting an underserved ‘forgotten middle’ of high net worth (HNW) clients, one such firm, Koda Capital, has amassed A$16.5 billion (US$11.9 billion) in AUM. When veteran operators Paul Heath, Steve Tucker…
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