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Showing 1 - 10 of 20 results for "Escala Partners"

LGT Crestone taps alternatives and ESG expert

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025
... leaping from $150 million to $9 billion within 10 years, LGT Crestone has recruited an alternatives specialist from Escala Partners to join the group. LGT Crestone, a wealth manager with more than $600 billion in client assets globally, has appointed ...

Escala unveils new leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
Private wealth group Escala Partners has made changes to its leadership structure as it officially integrated into global financial services firm Focus Financial Partners. Although Escala joined Focus' network of independent wealth management firms ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ...

Escala launches alternatives platform

JAMIE WILLIAMSON  |  TUESDAY, 29 APR 2025
Escala Partners will launch a dedicated end-to-end alternatives investment platform. The platform has been designed in partnership with One Investment Group, and will will offer bespoke solutions to optimise operational workflows, including document ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... faculty - joins Heritvest from Metrics Credit Partners, where he served as treasurer. Before that, he worked at Escala Partners as chief product officer in capital markets and Bennelong Wealth Partners as the chief investment officer. Bennelong - the ...

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. ...
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