• Overview

    As Family Offices are sophisticated investors with well-organised structures, the primary role of our advisory service is to offer insights and opportunities that add value and enhance outcomes. Our commitment is to create wealth to help shape your future prosperity. Key to this is understanding the challenges you face in accessing and implementing innovative investment opportunities. The solutions we can provide are based on our in-depth knowledge of the Family Office sector combined with our wealth management capabilities, including specialist teams such as our Direct Investment Group. This breadth of expertise enables us to not only develop offerings in specific asset classes but to also tap into co-investment opportunities with other Family Offices and institutions. Through our trusted relationships, we have a proven track record of bringing like-minded members of our investor network together and facilitating collaborative ventures that are mutually beneficial to all parties.

Meet Travis Pitt

Investment Advisor / Partner

 

“To me, wealth management is about trust; it’s the simple commitment to sit on the same side of the table as my clients, providing access to the most appropriate best-in-class investment solutions. This fits with Escala’s culture and is what attracted me to the firm, coupled with the opportunity to work in a collaborative environment alongside the industry’s best.”

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Meet Amanda Fong

Investment Advisor / Partner

 

“We are changing the way wealth management services are delivered in Australia. Our firm is not aligned with any financial institution and their products, and we bring a unique investment approach through our comprehensive and thorough asset allocation process and our collegiate culture. Escala is the creation of a whole that is greater than the sum of its individuals.”

 

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Meet Simon Dawkins

Head – Capital Markets / Partner

 

“The core of every successful client relationship is trust and a true understanding of a client’s risk/return profile. This not only requires a thorough understanding of investment products and market conditions but the old fashioned ability to really listen and respond to a client’s needs.”

 

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Meet Ben James

Head of Advisory / Partner

 

“With Family Offices, we contribute our skills in generating innovative ideas and opportunities. The collaborative way we source the best ideas from wherever they may be found gives us the flexibility to formulate solutions that match their specific needs.”

 

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Meet Tom Meagher

Investment Advisor / Partner

 

“I enjoy working in a collaborative manner and this has resulted in long-lasting, trusting relationships with numerous not-for-profit organisations and investors.”

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Meet Ed Brooke

Investment Advisor / Partner

 

“The key difference about Escala for me is our culture of collaboration and teamwork. It enables our advisors to leverage the firm’s diverse skill sets to ensure clients receive the best possible advice.”

 

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  • Our Approach

    Our focus is on solutions and outcomes. The first step always is to fully understand the specific structure and investment goals of your Family Office. Investments in asset classes are selected for consideration according to agreed parameters, while each idea or opportunity generated within our wider network is assessed on its individual merits and relevance to your objectives. The potential for any collaborative opportunity is evaluated and subjected to rigorous due diligence. Filtered opportunities are then introduced for review by compatible parties, and we provide advice and assistance with facilitation and deal flow, based on our best-in-class approach to ESG matters. Transparency is assured, with regular reporting that addresses required metrics and complies with all necessary obligations throughout the process.

  • The Benefits to You

    You can be sure you will receive service and solutions that are second to none. Enshrined in our collegiate approach is the principle of sharing knowledge and ideas, not only within the firm but across our wider investor network. Your dedicated team has access to the skill sets of all our advisors, drawing on their considerable expertise in both local and global financial markets. These resources are complemented by our in-house technical and research capabilities, particularly our CIO team who provide strategic and tactical allocation advice on specific asset classes. They can select from the full global range of asset classes, including direct fixed income, alternatives, venture capital and equities. The CIO team is also responsible for fund manager selection and oversight. Also at hand are our specialist teams, such as the Direct Investment Group who curate direct fixed income portfolios and can identify and undertake due diligence on opportunities for institutional-quality direct private and public investments. Importantly too, the door can be opened to other Family Office groups and institutions. Collectively we can generate innovative ideas and collaborative ventures that will contribute to optimal investment performance over the long term.

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  • Our Approach
  • Insights + News
  • ESG Investment

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