Shaw and Partners

Shaw and Partners are an Australian based investment management company that is classified as "boutique" as they offer personalised service and build strong relationships with their clients. As opposed to large financial institutions such as banks, their focus is on providing bespoke investment solutions to clients including individuals, institutions, corporations and charities. In addition to their personalised service, Shaw and Partners is also backed by EFG International, a large global private banking company with approximately $200 billion in assets under management globally and combines the benefits of a global company with a client-focused local presence.

With its head office in 2 Chifley Square Sydney New South Wales, Shaw and Partners employs around 367 staff and manages approximately A$17 billion worth of assets under management across Australia. Shaw and Partners has also reported gross revenue of approximately $127.9 million; indicating their strong position within the financial services sector in Australia.

Wealth Advisory Services

Shaw and Partners have a full spectrum of wealth advisory services that cater for the various financial goals of their clients. Their core competency is the development of tailor-made investment strategies based on research and knowledge of the market.

Investment Strategy

Shaw and Partners have significant expertise in developing customised investment strategies including asset allocation, portfolio construction and ongoing portfolio administration of client portfolios, all of which are based on an individual’s unique risk profile and long term financial goals and supported by the global resources of EFG International.Corporate Advisory and Financial Management

Shaw and Partners provides total Financial Planning Services including (investment, retirement, taxation, estate planning and superannuation advice) as well as Corporate Advisory Services (capital raising, mergers and acquisitions, financing and general corporate advisory services) for their clients.

Technology and Digital Platforms

The Shaw and Partners' clients can access their online secure portal via (online.shawandpartners.com.au). This portal provides real-time access to client portfolio monitoring and other relevant investment tools to clients. While the company does not market itself as a retail trading platform, they do have an array of digital services to increase the ease of wealth management and transparency of their clients.

Overview of the Shaw and Partners' Digital Platform Features - Client's Access

Platform Features

Monitor Portfolio: Access real-time Holdings and performance of your portfolio.

Market Data: Live Quotes and Real-Time Updates on all markets.

Custom Watch Lists: Create your own personalised security tracking lists.

Rental of Documents: Ongoing secure and 24 hour access to your investment documents stored in the Shaw and Partners clients secure safe.

Mobile App for Clients: Mobile App not publicly listed or available at this time.

Trading Conditions For Clients: To be provided.

All information available to the public is extremely limited on Shaw and Partners' specific licenses and license numbers with respect to Financial Services, Regulatory compliance for financial institutions and regulatory Standards. However, Shaw and Partners is a Financial Services, Registered Firm and operates under ASIC's Financial Regulatory Framework to meet and follow the Financial Services Best Practice Standards of all firms, especially those affiliated with EFG International.

Regulatory Overview: All Financial Regulatory Firms must adhere to the above Regulatory Overview as to Licensing, Registrations and Compliance.

Licenses and Regulatory Authority

There is very limited information available with respect to Shaw and Partners Business Fees, Trading Conditions, Spreads, Leverage and Commissions. Similar to all other boutique advisory firms (the adviser will have the fee structure based on the individual client agreement), all financial advisory fee structures are typically individually negotiated.

Shaw and Partners Clients: All Shaw and Partners Clients are encouraged to personally discuss their fee structure with Shaw and Partners.

Reputation of Shaw and Partners and Client Experience

There is currently no publicised ratings/reviews for Shaw and Partners. However, Shaw and Partners has developed a very good reputation through its extensive history of serving clients in Australia as well as being associated with the Global Brand of EFG International. Rather than attract clients in mass-market numbers, Shaw and Partners has built its reputation as being a quality firm providing personal advisory service to its clients.

Community and Recent Developments

Shaw and Partners continues to support, assist and work with many different charitable and community groups in Australia. Shaw and Partners has a philanthropic focus, and provides community-based financial support and participates as an active supporter of the Shaw and Partners Iron Series 2025/26, which involves the sponsorship of the Shaw and Partners Iron Series Coolangatta Gold, as well as the Shaw and Partners Iron Series Next Gen (exclusively for 18 to 19-year-olds) that will take place in 2025/26. Additionally, through the Shaw and Partners Foundation, Shaw and Partners donate their time and resources supporting various community programs through both financial assistance and volunteer programs demonstrating Shaw and Partners' ongoing commitment to Corporate Social Responsibility.

Conclusion

Shaw and Partners is a very well-established Australian Boutique Wealth Management/Investment Advisory Firm being supported globally by EFG International. Shaw and Partners has limited public information available about their fee structure, trading conditions and regulatory licensing information; however, their strong national presence ($17 billion in assets under advisement) and a holistic range of services creates a strong base of trust in many investment businesses as an investment adviser for nonmass-market clients who require tailored wealth solutions. Therefore, if you are an investor or institution and require assistance in developing a unique financial strategy or want to explore the details of the services offered by Shaw and Partners, we encourage you to reach out directly to Shaw and Partners for a personalised consultation.