Tim Merrick

Tim began his career in law before transitioning across to wealth management in 1998, starting at BT Funds Management and then moving to Deutsche Bank in 2004. In recent years he worked at Escala Partners as an Adviser & Partner and was recognised as a Barron’s Top 100 Adviser three times.

Having a background in law, he appreciates firsthand the importance of being able to listen intently and understand client needs. This is evident in the long tenure and unparalleled retention of clients with relationships stemming back to the late 90s. Tim is relied upon to manage and safeguard the wealth of high net-worth individuals, families, and non-for-profit organisations. This is achieved through investment advice, asset allocation, governance, policy, strategy, and his unwavering client first mentality.He works alongside Mark Coper with support from Logan Tierney and Blake Kingston to provide clients with investment outcomes in a transparent, prudent, ethical and cost-effective manner.