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Showing 1 - 10 of 15 results for "Escala Partners"

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... by private equity firm Clayton, Dubilier and Rice for more than US$7 billion. In addition to MEDIQ, Focus owns Escala Partners and MISSO Wealth Management. Meanwhile, its subsidiary Connectus also owns several local firms, including Aspiri Financial ...

Escala loses bid to restrain former executives

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
Escala Partners failed in its bid to restrain two former senior executives who moved to LGT Crestone Wealth Management from working in financial services and soliciting clients. The Supreme Court of Victoria rejected Escala's application for interlocutory ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
The NASDAQ-listed group that owns Escala Partners and several other local advice businesses has been acquired by a private equity firm for more than US$7 billion. Focus announced at the beginning of February that it was considering an offer to be acquired ...

Praemium sees record earnings jump

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... improvement in operating leverage," he said. Having just extended a six-year partnership with its largest client, Escala Partners, Praemium said it is looking forward to delivering platform enhancements to support advisers with regulatory obligations ...

Praemium extends partnership with largest client

CHLOE WALKER  |  TUESDAY, 14 FEB 2023
Praemium's wholly owned subsidiary Powerwrap has renewed its partnership with Escala Partners for a further six years. Escala Partners is Praemium's largest client, with approximately $7 billion of funds under administration on the Powerwrap platform. ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... Associates Group, Melbourne's Link Financial Services Group and Brisbane's Westwood Group. Focus already owns stakes in Escala Partners and MEDIQ Financial Services but these are separate from the newer Connectus Wealth Advisers network. The Aspiri transaction ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
... relationships with service providers already working with the group's 71 partner firms. Focus Financial also owns Escala Partners and MEDIQ Financial Services, which are separate to the Connectus business. All Focus firms will also be able to use the ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... will join the Connectus Wealth Advisers network, having been acquired by Focus. In Australia, Focus already owns Escala Partners and MEDIQ Financial Services but these are operated under a different model and will remain separate from the new Connectus ...

Melbourne boutique wins Crestone allocation

KANIKA SOOD  |  TUESDAY, 25 AUG 2020
... pour $48 million into 60 disability accommodation apartments. Conscious' advisory board this year added former Escala Partners and JBWere chief investment officer Giselle Roux and Kate Temby, who previously worked as Goldman Sachs Asset Management's ...

Giselle Roux joins Melbourne boutique

KANIKA SOOD  |  FRIDAY, 24 JUL 2020
The former chief investment officer of Escala Partners and JBWere has joined a Melbourne boutique in an investment advisory role. Roux left Escala in August 2019 after six years with the firm, following US-based Focus Financial Partners taking a stake ...
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