• Overview

    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.

The name Escala is derived from the Spanish escalera, meaning ladder. We invite you to climb the ladder to long-term investment success with us.

  • Our Partners

    In 2019, we joined forces with Focus Financial Partners, a global group of leading fiduciary wealth management firms, headquartered in New York.

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

    Visit: focusfinancialpartners.com

Our Five Guiding Principles:

A Passion for Excellence

 

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

Our Five Guiding Principles:

A Wealth of Knowledge

 

A differentiating feature at Escala is the accessibility and utilisation of our partners’ collective knowledge for each and 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 History of Success

 

The collective experience and individual skills of each of Escala’s partners drives the success of our wealth management service. Whether it is market-leading research, expert investment advice or service excellence, we will build upon our career successes to date.

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.

Discover More
  • High-Net-Worth
  • Family Office
  • Not-for-Profit

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