James Seabrook is a Senior Investment Adviser and has worked at Shaw and Partners since 2004. James manages his clients’ affairs with complete professionalism and dedication, achieving the best possible financial outcomes to meet their goals. In total, James has over 20 years of experience in wealth management, delivering investment advice on a wide range of areas, including equity trading, portfolio and risk management, bonds, fixed interest and superannuation.
With a thorough understanding of financial markets and a strategic approach, James constructs and carefully manages the investment portfolios of a select group of private clients and sophisticated investors. James also works closely with accountants and financial planners to establish, manage and review their clients’ investment strategies to deliver the best possible financial outcomes. His professionalism and attention to detail ensures clients’ best interests are prioritised and their needs met. James’ advice is intelligent and fully considered whether an investor is seeking to protect his wealth or achieve a high level of financial performance.
His areas of expertise are broad and include:
- Portfolio management and administration
- Australian and international shares
- Derivatives strategies
- Investment advice to Self Managed Super Funds
“I specialise in constructing and managing Australian equity portfolios for high-net-worth and sophisticated investors.”
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James’ careful but proactive approach means he can manage clients’ investments and recommend effective wealth generating opportunities for the long term. His success has been built on deep knowledge of asset markets, careful investigation of each client’s goals and his extensive professional network, which enable him to access the latest ideas and recommend bespoke investment plans. James prides himself on his ability to form close and long-lasting partnerships with clients, to whom he offers the complete spectrum of stockbroking strategies tailored to build and preserve wealth. James backs all his recommendations with a full account of risks and rewards and solidifies his partnership with clients through diligent ongoing support and advice.
James’ expertise encompasses equity portfolio construction. He can skilfully diversify portfolios across top quality Australian blue chip companies (ASX Top 50) through to mid-sized companies (ASX Top 200), backed by Shaw and Partners’ specialist research in emerging and mid-cap companies.
James can assist with:
- Asset allocation and risk management
- Find high-probability trades with attractive risk/reward ratios
- Initial Public Offerings and Shaw and Partners’ sponsored stock placements
Shaw and Partners & EFG International Support
As a part of Shaw and Partners, backed by EFG International, James leverages extensive resources and world-class research capabilities to provide comprehensive services like wealth creation strategies, investment structuring and meticulous portfolio oversight.
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Bachelor of Accounting & Computer Science
- ASIC RG 146, Accredited FASEA Ethics and Professionalism in Financial Advice
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Accredited Derivatives Adviser (ADA 1+2)
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ASIC Accredited in Margin Lending & Geared Investments