Backed by senior industry talent and a BlackRock OCIO partnership, Granite Bay is betting that the next phase of private wealth will be built by independent firms designed for today’s high-net-worth clients.
Market volatility is not a new challenge—it’s an enduring feature of the investment landscape. But for seasoned advisers like Scott Carmichael and Ben James of Escala Partners, it’s also a recurring test of discipline. In their view, the antidote to uncertainty is not prediction, but process.
Two big factors make the case for investment in a financial advice business – or one that supports the industry – compelling, the Brisbane-based PE purveyors believe.
