Desktop
iPad
Mobile

OUR/SERVICES

Services

Escala’s professional and personalised services are clearly defined and have been rigorously structured in line with the collective experience that we bring to whole-of-life wealth management advice.

Our comprehensive range of services tailored for discrete client groups include:

  • private client wealth management
  • foundation and charities asset management
  • multi-generational wealth strategies
  • family office asset management
  • institutional execution
  • financial/superannuation planning
  • financial asset custody
  • margin lending
  • tax reporting
  • portfolio administration
  • dedicated personal advisor contact.

Escala’s partners and advisors collectively have experience in the following aspects of wealth management:

  • asset allocation and risk management
  • ultra-high net worth complex solutions
  • cash and money markets
  • domestic and international fixed-income securities
  • domestic and international equities
  • hedge funds/alternative investments
  • research and analysis
  • financial planning
  • exchange-traded options
  • foreign exchange.

These skill sets are drawn on according to the individual requirements and investment strategies of each client.

PC

Private Client
Wealth Management

Mg

Multi-generational
Wealth Strategies

pa

Portfolio Administration

ie

Institutional
Execution

fp

Financial Planning

c

Custody

ml

Margin Lending

tr

Tax Reporting

fc

Foundations and Charities
Wealth Management

LOGIN