high-net-worth/Alternatives/private-markets/
Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability.
The platform is designed to streamline operations and enhance the investment experience and set up in collaboration with One Investment Group.
One Investment Group is a fund management group specialising in responsible entity services and fund administration.
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It will offer bespoke solutions to optimise operational workflows, including document processing, onboarding, subscriptions, performance reporting, tax management, investment calls, and distributions processing.
Having end-to-end capability will provide a single integrated system that will enhance the workflow of Escala’s chief investment officer, wealth advisers and operational staff, it said. This includes education and research, strategy, customisation and onboarding, followed by performance reporting, tax management, and capital distributions in the post-investment period.
Torty Howard, co-CEO of Escala Partners, said: “The wealth management industry is undergoing a pivotal transformation, embracing alternative and private market investments at an increasing pace.
“We continue to see growth in this space as family offices and high-net-worth investors look to allocate more capital to alternatives to enhance diversification, hedge against inflation, and achieve superior returns. At the same time, technological advancements are making these investments more accessible, efficient, and customisable.”
The firm said alternatives have been growing in popularity with its clients who view them as an integral part of a sophisticated investment portfolio, particularly for private equity and private credit, as well as uncorrelated strategies. Total assets in alternatives now stand at an estimated $16 trillion, the firm said.
Ben James, head of advisory, said: “Our clients are increasingly looking for sophisticated investment strategies that go beyond traditional asset classes. This capability provides them with a seamless and transparent investment experience, offering access to high-quality alternative investments with greater ease, efficiency, and clarity. By reducing operational friction and enhancing customisation, we are empowering our clients to diversify their portfolios in a way that aligns with their long-term financial goals.”
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Escala Partners launches alternatives platform – MoneyManagement.com.au
