Shaw and Partners Limited is one of Australia’s leading investment advice and wealth management firms, with a national presence and $30 billion of assets under advice. With a focus on client satisfaction and integrity, Shaw and Partners offers tailored advice, investment solutions, financial planning, and corporate advisory services to individuals, institutions, corporates, and charities. Backed by the resources and scale of major global financial group EFG International, Shaw and Partners combines the intimacy of a boutique investment firm with the expertise of a larger organization managing over $260 billion of assets.
At Shaw and Partners, clients have access to a team of private client advisers, institutional sales and trading specialists, research analysts, and corporate financiers, ensuring a comprehensive range of services to meet diverse financial needs. The firm’s emphasis on building long-term relationships and understanding client requirements has been instrumental in its success over the past 35 years. Shaw and Partners prides itself on unlocking valuable opportunities for its clients through fresh thinking, robust research, and the expertise of some of Australia’s top investment and wealth experts.
As a socially responsible organization, Shaw and Partners is deeply committed to giving back to the communities it serves through various charitable and community-based initiatives. The firm’s active involvement in meaningful causes reflects its mission to drive positive change in Australian society. With a strong focus on building and preserving wealth for its clients, Shaw and Partners, led by Co-CEOs Allan Zion and Earl Evans, stands as a trusted partner in the financial industry, dedicated to providing personalized and effective financial solutions.