Our Story

Escala was formed by experienced and entrepreneurially minded investment professionals with a collective vision: excel in the delivery of wealth management services.

Our founding partners established the business in 2013, seeking a new direction in response to the inherent conflicts and biases of traditional wealth management firms.

They enshrined a collegiate approach in everything we do, meaning we are jointly responsible and accountable for our commitment to excellence – to the firm and to our clients.

From those earliest days we have been providing objective, flexible and timely investment services to high-net-worth individuals and families, family offices, and not-for-profit organisations.

Through collaboration, advanced research, innovation and personalised service, we deliver tailored solutions that are focused on creating and preserving wealth.

Everything we do is designed to put our clients’ interests first and realise their financial aspirations.

That is our point of difference: a completely new experience in wealth management.

On 19 February 2019, we entered into a partnership agreement with Focus Financial Partners, a global group of leading fiduciary wealth management firms, headquartered in New York.  The agreement took effect from 1 April 2019.

Focus, which was subsequently acquired in August 2023 by funds affiliated with Clayton, Dubilier & Rice, LLC and Stone Point Capital LLC, wholly owns Escala Partners. However, a separate company owned entirely by Escala staff, 2nd Chapter Pty Ltd, maintains a 51 percent commercial interest in the business through a perpetual management agreement with Escala Partners, and conducts all aspects of the Escala business under the guidance of the Board of 2nd Chapter Pty Ltd. Accordingly, the partners and staff continue to govern and operate the Escala Partners business.

While maintaining our operational independence, the partnership with Focus provides us with access to significant intellectual capital and research through the group’s international network, leading to better outcomes for our clients.

Visit: focusfinancialpartners.com