Shaw and Partners

Sydney, Australia Founded: 1987 • Age: 39 yrs Acquired By EFG International
Wealth management and financial advisory services are provided by Shaw and Partners.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 5 Services tracked
Competitors - Brand Intelligence

About Shaw and Partners

Shaw and Partners is a company based in Sydney (Australia) founded in 1987 was acquired by EFG International in March 2019. It operates as a Professional Services and Brokerage / Intermediation. Shaw and Partners has completed 2 acquisitions, including DJ Carmichael and Investment Services Group. Shaw and Partners offers products and services including Wealth Management, Shaw Managed Accounts, Financial Planning, Corporate Advisory, and Institutional Dealing.

  • Headquarter Sydney, Australia
  • Sectors
    Business Services
    Financial Services
  • Phone
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  • Website
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  • Social
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  • Legal Name Shaw And Partners Limited
Operational Areas
Business Services → Professional & Consulting Services Unlock Sub-Sector Unlock Segment
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Key Metrics
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Products & Services of Shaw and Partners

Shaw and Partners offers a comprehensive portfolio of products and services, including Wealth Management, Shaw Managed Accounts, Financial Planning, Corporate Advisory, and Institutional Dealing.

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Primary

Wealth is managed by identifying and mitigating investment risks.

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Portfolio strategies are offered to meet specific investment objectives.

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Comprehensive investment services are provided for financial planning needs.

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Advisory solutions are delivered to emerging and medium-sized companies.

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Client-focused advice is provided to institutional equity market participants.

People of Shaw and Partners

Headcount 200-500
Employee Profiles 55
Employee Profiles
People
Abraham Akra
Senior Analyst
People
Mike Stanford
Institutional Sales
People
Rob McLean
Senior Investment Adviser
People
Gary Vidler
Senior Investment Adviser

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Funding Insights of Shaw and Partners

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Detailed funding history for Shaw and Partners

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Investors in Shaw and Partners

Shaw and Partners has secured backing from 1 investor. Prominent investors backing the company include EFG International.

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Investor Description Founded Year Domain Location
International banking services are offered to individuals and businesses globally.
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Investor details for Shaw and Partners

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Investments & Acquisitions by Shaw and Partners

Shaw and Partners has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include DJ Carmichael and Investment Services Group.

Investments
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Investment portfolio details for Shaw and Partners

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  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Multiple sectors are advised corporately by Shaw and Partners.
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Provides wealth management, financial planning, and other services
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Complete acquisition details for Shaw and Partners

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Financial Statements - Shaw and Partners

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Detailed financials for Shaw and Partners

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Shaw And Partners Comparisons

Shaw and Partners Primary company
Description
Wealth management and financial advisory services are provid...
Location
Sydney, Australia
Founded Year
1987
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Shaw and Partners

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Competitors of Shaw and Partners

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Detailed competitors of Shaw and Partners

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Latest news on Shaw And Partners

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Complete news archive for Shaw and Partners

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Frequently Asked Questions about Shaw and Partners

Shaw and Partners was founded in 1987.

Shaw and Partners is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.

Allan Zion is the current CEO of Shaw and Partners.

Wealth management services are offered by Shaw and Partners to identify investment opportunities while managing associated risks. Comprehensive financial planning and investment strategies are provided through a combination of expertise in wealth management and advisory services. Shaw Managed Accounts with various portfolio strategies are designed to meet diverse client needs. Corporate advisory and equity capital market solutions are delivered to emerging and medium-sized companies. Institutional dealing services are extended to clients seeking access to Australian equity markets with focused advice and research. Community involvement and sponsorships in sports and charitable initiatives are also supported by the company.

Shaw and Partners offers Wealth Management, Shaw Managed Accounts, Financial Planning, Corporate Advisory, and Institutional Dealing.

Shaw and Partners has made 2 acquisitions, including DJ Carmichael, and Investment Services Group.

Shaw and Partners has 1 investor. Key investors include EFG International.

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