Our Story

Overview

Escala was founded in 2013 by a group of investment industry professionalsseeking a new direction in response to the inherent 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.

Escala and Focus Partners Australia

Established in 2013, Escala went on to gain recognition as Australia’s leading private wealth and investment advisory group. In the pursuit of continued growth and service excellence, in 2019 we entered into partnership with Focus Financial Partners, joining their interdependent global network of wealth management, business management and related financial services firms. On 1 July 2025, we became a wholly owned member of Focus Partners Australia.

This strategic evolution has provided us with a secure foundation for stability and further growth., and means each member of our team now has direct access to capabilities and resources typically available from only the largest institutions in the world,

While our business horizons have expanded, clients continue to benefit from the highly personalised approach of our advisors and the exclusive investment insights delivered by our in-house CIO team, supported by the guidance of our leadership team to ensure a seamless and consistent wealth management experience.

By combining our boutique service ethic with global capabilities and resources, we are building a new standard of wealth management in Australia.

Visit Focus Partners

Our Five Guiding Principles:

A History of Success

The collective experience and skills across the ﬁrm drive the success of our wealth management service. Through our market-leading research, expert investment advice, and commitment to excellence, you can expect to receive unrivalled service and solutions.

Our Five Guiding Principles:

A Wealth of Knowledge

The key feature that differentiates us is our collegiate culture, providing access to the collective knowledge and expertise of our entire team and wider investor network — and enhancing every client relationship.

Our Five Guiding Principles:

A Relationship of Trust

We offer a client experience based on understanding and trust, and a service ethic second to none. Ensuring the security and performance of assets is our highest priority.

Our Five Guiding Principles:

A Culture of Partnership

We are fully invested in client outcomes. There are no ‘silos’ and no competing corporate objectives. There is only one activity under the Escala banner: personalised wealth management.

Our Five Guiding Principles:

A Passion for Excellence

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

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