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
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Sectors
Business ServicesFinancial Services
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Shaw And Partners Limited
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Investments & Acquisitions
DJ Carmichael
& 1 more
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Acquired by
EFG International
(Mar 13, 2019)
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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.
Wealth is managed by identifying and mitigating investment risks.
Portfolio strategies are offered to meet specific investment objectives.
Comprehensive investment services are provided for financial planning needs.
Advisory solutions are delivered to emerging and medium-sized companies.
Client-focused advice is provided to institutional equity market participants.
People of Shaw and Partners
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Funding Insights of Shaw and Partners
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.
| Investor | Description | Founded Year | Domain | Location |
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International banking services are offered to individuals and businesses globally.
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Locked | Locked | Locked |
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.
Investment portfolio details for Shaw and Partners
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Multiple sectors are advised corporately by Shaw and Partners.
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Locked | Locked | 1986 | Locked | |
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Provides wealth management, financial planning, and other services
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Locked | Locked | 0 | Locked |
Complete acquisition details for Shaw and Partners
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Financial Statements - Shaw and Partners
Detailed financials for Shaw and Partners
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Shaw And Partners Comparisons
Peer comparison for Shaw and Partners
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Competitors of Shaw and Partners
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Latest news on Shaw And Partners
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.