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.