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
*********
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Website
*********
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Social
*********
- Legal Name Shaw And Partners Limited
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Funding Insights of Shaw and Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Shaw and Partners
Shaw and Partners has secured backing from 1 investor. Prominent investors backing the company include EFG International. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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International banking services are offered to individuals and businesses globally.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| 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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1986 | ||||
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Provides wealth management, financial planning, and other services
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| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Shaw and Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Shaw And Partners Comparisons
Competitors of Shaw and Partners
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Shaw and Partners
When was Shaw and Partners founded?
Shaw and Partners was founded in 1987.
Where is Shaw and Partners located?
Shaw and Partners is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Who is the current CEO of Shaw and Partners?
Allan Zion is the current CEO of Shaw and Partners.
What does Shaw and Partners do?
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.
What products or services does Shaw and Partners offer?
Shaw and Partners offers Wealth Management, Shaw Managed Accounts, Financial Planning, Corporate Advisory, and Institutional Dealing.
How many acquisitions has Shaw and Partners made?
Shaw and Partners has made 2 acquisitions, including DJ Carmichael, and Investment Services Group.
Who are Shaw and Partners's investors?
Shaw and Partners has 1 investor. Key investors include EFG International.
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