Company Profile
Company Profile
Review summary
| Shaw and Partners Review Summary | |
| Founded | 1995 |
| Registered Region | Australia |
| Regulation | ASIC (Exceeded) |
| Services | Wealth management, Shaw Managed Accounts, financial planning, investment research, corporate advisory, institutional dealing |
| Customer Support | Tel: +61 2 9238 1238 |
| Toll-Free: 1800 636 625 | |
Shaw and Partners Information
A company in Australia called Shaw and Partners has been around since 1995 and provides many financial services, such as managing assets, giving help on investments, and planning finances. Customized solutions from EFG International help both people and companies. However, its license status now is “Exceeded”.
Pros and Cons
| Pros | Cons |
| Wide range of financial services | “Exceeded” regulation |
| Strong focus on tailored advice and managed solutions | Complex account types |
Is Shaw and Partners Legit?
Yes, Shaw and Partners do have an Investment Advisory License from the Australia Securities and Investments Commission (ASIC). The card has the number 236048 on it. The present status of the license on the other hand is “Exceeded,” which means it has run out of time.
Shaw and Partners Services
Shaw and Partners offers an array of financial services to both people and organizations, including asset management, financial planning, investment research, and corporate advice.
| Services | Supported |
| Wealth Management | ✔ |
| Shaw Managed Accounts | ✔ |
| Financial Planning | ✔ |
| Investment Research | ✔ |
| Corporate Advisory | ✔ |
| Institutional Dealing | ✔ |
Account Type
Clients still own their investment accounts with Shaw Managed Accounts, which are professionally managed and adaptable. Accounts are built up using model portfolios or strategies based on goals. These tactics put you in charge, make things clear, and save you money on taxes.
| Account Type | Feature |
| Separately Managed Accounts (SMA) | Individual accounts with tailored portfolios using selected model strategies; offers beneficial ownership and transparency. |
| Model Portfolio Accounts | Accounts built using pre-designed investment strategies (18 options) matched to the clients goals and risk profile. |
| Goal-Based Portfolios | Accounts aligned specifically with client objectives like income, balanced growth, or aggressive growth. |
