Martin Cowper

Martin has been working in the finance sector for more than 20 years, including roles at Deutsche Bank and Morgan Stanley. In recent years, Martin worked at Escala Partners as Adviser & Partner where he solidified his reputation as a trusted financial adviser with a focus on building long-term, trusted relationships with a diverse range of clients including large non-profits.

He provides asset allocation and investment advice, governance, policy, strategy and portfolio management services to high net-worth individuals, families and non-profit organisations.

These clients have unique needs including bespoke investment strategies for tailored risk/return objectives, a preference for low volatility investment across asset classes to preserve and grow capital in real terms, cash flow and investment income to support mission delivery and intergenerational wealth objectives and tax optimisation strategies while meeting specific liquidity and investment time frames.

Martin holds a Graduate Diploma of Financial Planning from the University of New South Wales. He also holds a Graduate Certificate of Applied Finance from Macquarie University with the goal of completing his Master of Applied Finance at Macquarie University in the future.

Martin works alongside Tim Merrick with support from Blake Kingston and Logan Tierney to provide clients with investment outcomes in a transparent, prudent, ethical and cost-effective manner.