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

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 ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services. Focus has entered a definitive agreement to partner with Ravi Agarwal's MEDIQ Financial ...

Powerwrap finds new line of business

KANIKA SOOD  |  THURSDAY, 16 JAN 2020
Powerwrap has signed an agreement in what could be its second-biggest client after Escala Partners and a new line of business for the platform. A US company that distributes alternative funds to financial advisers has mandated Powerwrap to provide its ...

Powerwrap posts strong first result

HARRISON WORLEY  |  TUESDAY, 3 SEP 2019
... outlook was "strong" and pointed to the pipeline of new business set to be introduced on the back of the growth of Escala Partners, Powerwrap's largest platform client.

HNW advice firm backs AfterPay rival

KANIKA SOOD  |  TUESDAY, 12 MAR 2019
... firm has helped raise $30 million for a homegrown AfterPay rival, in a private debt opportunity for its clients. Escala Partners worked with corporate advisory firm Henslow to inject $30 million in debt and equity funding into buy-now-pay-later company ...

Escala bought by growing US firm

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
Escala Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint. Focus Financial Partners has entered into a definitive agreement to acquire Escala, with the deal seeing Focus' presence in the ultra-high ...
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