Escala Partners was formed to provide exceptional, diversified financial services to high net worth individuals, families, foundations and institutional investors.
We strive to redefine excellence in financial advisory services. Our primary aim is to benefit our clients by providing optimal investment outcomes within the context of their objectives.
Our success has manifested itself in close client relationships based on trust and mutual respect.
In 2019, Escala joined forces with Focus Financial Partners, a leading group of fiduciary wealth management firms, headquartered in New York and with broad international reach.
While maintaining our operational independence, the partnership enables us to continue to increase the range and quality of our resources, services and advice.
With the synergy of approach and values, together with access to the experience, information and research of the partner network, we can provide better outcomes for our clients.
Our collective experience tells us that a robust yet flexible investment process, a transparent fee structure and optimal portfolio construction are central to both building trust and achieving long-term goals.
We consciously eschew the ‘sales-based’ culture of many participants in the investment industry.
We digest market-wide investment intellect, typically produced for institutional clients, and make it relevant and personal to our clients.
Dedication to the client experience is at the heart of a successful wealth management firm.
For us, this means building relationships on trust and maintaining them over time by continued performance in line with evolving investment objectives. We employ a service ethic that is second to none.
Teamwork is fundamental to the pursuit of this goal. We have enshrined a collaborative approach among the partners, advisors and staff. We are jointly responsible and accountable for our performance within the partnership and to our clients.
To earn and retain our clients custom, we hold fast to the following business principles:
- seek the best investment themes and ideas from all financial institutions and market participants, across all asset classes globally
- optimise returns for each client, based upon the agreed risk and return objectives
- provide efficient, effective and timely execution and reporting to clients in a comprehensive and transparent manner
- be progressive and proactive in integrating new technologies and practices to maximise our responsiveness to and engagement with clients
- execute business with a transparent fee structure based on providing quality service and value for money.
Because it is our client advisors who directly manage the firm, our priorities are to:
- safeguard client’s assets
- ensure the best interests of our clients come first
- utilise the broadest and most relevant research and technology
- provide the best possible advice.
True to our name, we believe in climbing the investment ladder, step-by-watchful-step, to deliver excellence in wealth management.
The name Escala, derived from the Spanish escalera (to climb), literally means ladder.
We invite you to climb the ladder to long-term investment success with us.