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. Backed by the resources and scale of major global financial group EFG International, Shaw and Partners offers tailored advice, investment solutions, financial planning, and corporate advisory services to individuals, institutions, corporates, and charities. With a focus on integrity and client satisfaction, Shaw and Partners has been helping clients manage and grow their financial assets for over 35 years, unlocking opportunities of significant value through fresh thinking, robust research, and a team of expert advisors.
At Shaw and Partners, clients can access a comprehensive investment service that combines Wealth Management and Financial Planning expertise. The firm offers client-focused advice, extensive research, and investment strategies aimed at unlocking opportunities in the Australian equity markets. Shaw and Partners also provides insightful corporate advisory and equity capital market solutions that add value to emerging and medium-sized companies. With a team of private client advisers, institutional sales and trading specialists, research analysts, and corporate financiers, Shaw and Partners is dedicated to meeting the diverse needs of its clients and building strong, long-term relationships based on understanding and acting according to individual needs.
Committed to giving back to the community, Shaw and Partners actively supports a wide range of charitable and community-based initiatives, aiming to instil real change in Australian society. The firm’s involvement in meaningful causes reflects its philosophy of social responsibility and dedication to making a positive impact in the communities where it operates. With a mission to build and preserve wealth for its clients, Shaw and Partners welcomes individuals, high net worth individuals, charities, institutions, and corporates as partners in achieving financial goals and creating a sustainable future.