About Shaw and Partners
Shaw and Partners is a Business Services company based in Sydney (Australia) founded in 1987, and was acquired by EFG International in March 2019. It operates as a wealth management and financial advisory services are provided by Shaw and Partners. It operates on a Professional Services and Brokerage / Intermediation model in Business Services and Financial Services sectors. Shaw and Partners has completed 2 acquisitions, including DJ Carmichael and Investment Services Group. Its chief executive is Allan Zion. Its website shawandpartners.com.au draws about 32 thousand monthly visits. Shaw and Partners offers products and services including Wealth Management, Shaw Managed Accounts, Financial Planning, Corporate Advisory, and Institutional Dealing. Its focus areas include Financials, Capital Markets and Investment Banking & Brokerage. Its legal entity is Shaw and Partners Limited.
Company details
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.
- Headquarters Sydney, Australia
- SectorsBusiness ServicesFinancial Services
- Phone•••• ••••
- Website shawandpartners.com.au/home
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by EFG International (Mar 2019)
- Legal Name Shaw And Partners Limited
- Investors
- Investments & AcquisitionsDJ Carmichael
& 1 more
- Acquired byEFG International
(Mar 2019)
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.
Apps and channels of Shaw and Partners
its YouTube channel Shaw and Partners Financial Services has 562 subscribers and 30 videos.
Videos from Shaw and Partners
The most watched videos on Shaw and Partners's YouTube channel, Shaw and Partners Financial Services (562 subscribers). Click a video to play it here.
More on Shaw and Partners Financial Services.
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 |
|---|---|---|---|---|
International banking services are offered to individuals and businesses globally. | 1995 | efginternational.com | Zurich, Switzerland |
Investor details for Shaw and Partners
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Shaw and Partners
61 people are tracked at Shaw and Partners (13 in leadership, 48 in team).
| Name | Role | Group |
|---|---|---|
Matthew Jackson | Director | Leadership |
George Kingsley | Chief Financial Officer | Leadership |
Allan Zion | Co-CEO | Leadership |
Steve Jacobs | Chairman | Leadership |
Earl Evans | Board Member & CEO | Leadership |
Brittany Hughes | General Manager | Leadership |
Maxwell Davies | Director | Leadership |
Martin Crabb | CIO | Leadership |
Marlon Mindel | Senior Investment Adviser - (partner) | Leadership |
Andrew Hines | Head Of Research | Leadership |
Conrad Anderson | Head Of Capital Markets | Leadership |
Lindsay Archibald | Executive Assistant To Head Of Capital Markets | Leadership |
Nick Taylor | National Head Of Portfolio Services | Leadership |
Abraham Akra | Senior Analyst | Team |
Mike Stanford | Institutional Sales | Team |
Chris Dorney | Institutional Equity Sales | Team |
Rob McLean | Senior Investment Adviser | Team |
Gary Vidler | Senior Investment Adviser | Team |
Craig Sidney | Senior Investment Adviser | Team |
Fred Bennett | Stock Broker | Team |
41 more people are available in the full profile.
Complete people profiles for Shaw and Partners
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provides wealth management, financial planning, and other services | investgroup.co.nz | New Zealand | 0 | Jul 2025 | $40.06M | |
Multiple sectors are advised corporately by Shaw and Partners. | djcarmichael.com.au | Perth, Australia | 1986 | Jun 2019 | •••• |
Complete acquisition details for Shaw and Partners
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Shaw and Partners
4 dated milestones of Shaw and Partners across 38 years, from founding to its latest funding, stage changes and deals.
- Founded Shaw and Partners is founded.
- Exit Acquired by EFG International.
- Acquisition Acquires DJ Carmichael.
- Acquisition Acquires Investment Services Group.
Web traffic of Shaw and Partners
The website of Shaw and Partners (shawandpartners.com.au) receives about 32.3K visits a month.
- Monthly visits32.3K
▲ 150.9% vs previous month
Websites whose visitors overlap most with Shaw and Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| trilogyfunds.com.au | 100% | 15.3K | #1,388,244 | View details | |
morgans.com.au | morgans.com.au | 92% | – | #749,569 | – |
| itiger.com | 84% | 307.4K | #162,953 | View details | |
listcorp.com | listcorp.com | 84% | – | #193,319 | – |
| taylorcollison.com.au | 84% | – | #4,888,236 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Shaw and Partners
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Professional Consulting & Advisory
10 companies that operate in the same segment as Shaw and Partners (Professional Consulting & Advisory), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of data analytics, cloud modernization, management strategy, and digital transformation services | 1998 | Aliso Viejo, California, United States | USD 250 M | USD 59.61 M | 1,905 | |
Diversified insurance brokerage and risk management services are offered worldwide. | 1927 | Rolling Meadows, Illinois, United States | – | USD 13.94 B | 56,000 | |
Provider of end-to-end solutions encompassing talent acquisition, workspace design and management, business operations, and payroll services | 2008 | Bengaluru, Karnataka, India | USD 197.78 M | USD 81.57 M | 341 | |
Diversified financial services are provided across global markets. | 1690 | London, England, United Kingdom | – | USD 73.54 B | 91,300 | |
Talent acquisition and consulting services are provided globally. | 1969 | Los Angeles, California, United States | – | USD 2.94 B | 9,250 | |
Analytics, cybersecurity, and digital transformation services are provided. | 1914 | Mclean, Virginia, United States | USD 2.64 M | USD 11.22 B | 35,800 | |
Network consulting services are provided via a professional connection platform. | 1998 | New York, New York, United States | USD 442.04 M | – | 1,477 | |
Provider of facility & project management, advisory, general contracting, and real estate development services | 2010 | Mumbai, Maharashtra, India | USD 117.79 M | USD 62.85 M | 15,502 | |
IT consulting, data analytics, and digital transformation services are provided. | 1990 | Pune, Maharashtra, India | USD 19.8 M | USD 1.57 B | 24,590 | |
Global leaders in TMT management consulting. | 1985 | London, England, United Kingdom | USD 21.61 M | – | – |
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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.
Shaw and Partners operates through Shaw And Partners Limited.
Yes. Shaw and Partners was acquired by EFG International in March 2019.