Shaw and Partners is one of Australia’s preeminent investment and wealth management firms.  

With a national presence and over $30 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major global financial group, EFG International, managing over $260 billion of assets.

At Shaw and Partners we offer tailored advice and investment solutions, financial planning and corporate advisory services.  We act for and on behalf of individuals, institutions, corporates and charities.

We are client focused, having helped our clients manage and grow their financial assets for over 35 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value.

Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients. Shaw and Partners offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers. 

By working closely with clients and targeting their needs, we have forged strong long-term relationships.  So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone. 

We welcome you to Shaw and Partners. Your partners in building and preserving wealth.

Investment Management

Shaw and Partners

Shaw and Partners' headquarters in Sydney, Australia

This department provides financial advice and investment strategies to clients, helping them optimize their portfolios and achieve their financial goals.

Investment Services

The Wealth Management Team at Shaw and Partners provides tailored investment advice and financial planning services to help clients manage and grow their financial assets. This team of experienced professionals offers a range of services including discretionary portfolio management, private wealth advisory, investment advisory, equity sales, and financial advisory. Leveraging robust research and innovative strategies, the team focuses on forging strong long-term relationships with clients, be they individuals, institutions, or corporations, to ensure their financial goals are met with the highest level of integrity and satisfaction.

Wealth Management Team

This department provides personalized financial advice and investment strategies to high-net-worth individuals and families.

Private Wealth Management

This department manages activities related to supporting dealers in their operations and ensuring efficient service delivery.

Dealership Operations

The Finance Team at Shaw and Partners oversees the financial health and operations of the firm, ensuring robust financial planning, reporting, and analysis. This team manages budgeting, forecasting, and financial strategy, provides corporate advisory services, and handles accounts payable and receivable. They work closely with all departments to support informed decision-making, maintaining the firm's commitment to integrity and client satisfaction.

Finance Team

The Finance and Investment Team at Shaw and Partners manages and oversees client investment portfolios, provides tailored financial advice, and executes investment strategies to maximize returns and manage risk. Comprising experts in income strategies, capital markets, and portfolio services, the team collaborates closely with clients to develop personalized investment plans and support comprehensive wealth management goals. They aim to build and preserve wealth through innovative solutions, rigorous research, and a client-centric approach.

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People (42)

Jobs (0)

Other teams

Wealth Management Team

Private Wealth Management

Dealership Operations

Finance Team

Finance and Investment Team

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People (42)

Jobs (0)

Other teams

Wealth Management Team

Private Wealth Management

Dealership Operations

Finance Team

Finance and Investment Team

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