Family Matters - Managing the wealth of family offices

David Clark

Koda Capital


In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Europe and the United States wealthiest individuals, family offices, endowments, institutions, and foundations.

David and Karl delve into the types of clients that Papamarkou manages, including the issues that they face. He goes on to discuss the relationship process and the "marathon" of investing money on behalf of these clients. Karl also explains some of the different investment opportunities they come across for clients, and how they differ from your traditional "Stocks & Bonds" portfolio.

Karl Wellner joined Papamarkou Wellner Asset Management in 2003 as President and CEO. Mr. Wellner was previously President and CEO of Key Asset Management (USA) Inc. Mr. Wellner is also Founder, partner/shareholder of KAWE Kapital, one of the first members of the Tallinn Stock Exchange in Estonia and one of the larger independent investment management firms in the country.

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This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances. While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document. © Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com

Adviser & Partner
Koda Capital

David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.

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