Shaw and Partners

Wealth Management

At Shaw and Partners, we manage your wealth by identifying opportunities whilst actively managing the inherent risks that come with investing. We work with individuals, families and businesses to provide services and solutions that assist in the preservation, growth and management of your wealth.

Applying expertise

We draw on the considerable expertise within Shaw and Partners and from a wide variety of external sources to develop and implement investing strategies that will meet your individual circumstances and long-term objectives.

High compliance standards

Our business model mandates high compliance standards and minimises conflicts of interest. Our unrivalled emphasis on honour and integrity underpins our long-lasting partnerships with clients and high levels of client satisfaction.

Wide breadth of services

We offer a complete range of investment solutions and advise across the following asset classes and areas to produce personalised solutions, whatever your stage of life.

The only type of solution worth having is a bespoke one.

Broad Range of Services and Investment Solutions

Wealth Generation Strategies

Investment Structuring

Managed Portfolio Service

Access to Australian and International Markets

Significant Investment Visa

Portfolio Management

Managed Funds

Advice for SMSFs

Derivatives

Exchange Traded Funds

Philanthropic Services

Fixed Interest and Bonds

Portfolio Service

Cash Management

Margin Lending

Broad Range of Services and Investment Solutions

At Shaw and Partners, we are dedicated to providing you with a tailored, bespoke service that offers optimal investment outcomes. We have access to a broad range of investment products that can deliver the solutions you need.

Wealth Generation Strategies

Shaw and Partners will work with you to create and grow wealth and achieve your financial goals through careful analysis, investigation and investment. Everyone’s financial position is unique. Shaw and Partners can provide tailored strategies to suit your circumstances and risk profile.

Investment Structuring

Shaw and Partners will help you structure your portfolio, using the most effective investment vehicles to get the best possible performance from your assets.

Managed Portfolio Service

If you wish to streamline management of your portfolio, Shaw and Partners will set up and maintain a Managed Portfolio Service, under which you grant discretion to an investment manager to make decisions on your behalf, such as buying and selling securities.

Access to Australian and International Markets

To protect yourself against any downturn in the Australian economy or global markets, it is essential to have exposure to a mix of local and offshore assets. Shaw and Partners can assist you in deciding on the asset mix you need to achieve this crucial diversification.

Significant Investment Visa

The Significant Investor Visa Program provides a streamlined pathway to securing permanent residence in Australia for migrant investors from around the world. Find out more.

Portfolio Management

Portfolio management involves making decisions about asset allocation and choosing investments with your objectives and risk constraints in mind. We balance this against desired performance and manage your portfolio to ensure your financial objectives are achieved.

Managed Funds

Investing in Managed Funds allows you to pool your money with other investors to access a wider range of investments, including international bonds and equities, hedge funds and infrastructure funds. Shaw and Partners can access funds managed by both large and boutique asset managers, as well as Managed Funds traded on the ASX.

Advice for SMSFs

Self Managed Superannuation Funds (SMSFs) are gaining popularity because they give investors direct control over their retirement savings. Shaw and Partners’ Financial Planners work with a team of experts who advise on all aspects of establishing and running a SMSF, including determining the appropriate investment strategy for your fund.

Derivatives

Shaw and Partners specialises in buying and selling derivatives, particularly Exchange Traded Options (ETOs). ETOs allow you to manage risk and protect your portfolio against a fall in value, and to profit from price movements without having to pay the full price of a share.

Exchange Traded Funds

An Exchange Traded Fund (ETF) generally seeks to mimic the performance of a specific index, such as the S&P/ASX 200 index, a currency, or a commodity such as gold. Shaw and Partners’ Advisers can explain how ETFs work and how they can complement your investment portfolio.

Philanthropic Services

Shaw and Partners can develop philanthropic strategies that enable you to give back to society and make an impact on your community now and over future generations.

Fixed Interest and Bonds

Almost any portfolio requires income-producing assets. Shaw and Partners will enable you to invest in a range of listed government and corporate bonds from as little as $10,000, and advise you on the most suitable investment options.

Portfolio Service

Portfolio Service provides complete, accurate and timely investment portfolio information, and via its administrative capabilities, allows you and your Adviser to manage your investments more effectively.

Cash Management

Shaw and Partners has access to a wide range of cash management accounts paying competitive interest rates. These cash accounts provide you with the ability to direct your cash flow with high visibility and control.

Margin Lending

As interest rates and product features vary among margin loan providers, Shaw and Partners works with a range of margin lenders allowing you to find the best margin loan for your personal circumstances and risk profile.

Tailored to you

We endeavour to assess your personal circumstances to determine the best investment strategy for you. Whether you desire a lesser or greater participation in the management of your portfolio, we implement a rigorous process for all clients that is targeted towards understanding your financial goals (excluding execution only trades).*

We pride ourselves on delivering personalised strategies that target your needs and encapsulate your values.

* Shaw and Partners offers 'personal advice'. Not all clients require this and, depending on the level of service you require, you may receive 'general advice' or 'no advice'

Investment Solutions

Shaw and Partners assists clients with asset selection of a wide range of investments including shares, cash, bonds, fixed interests and managed funds.

Domestic Shares

Shaw and Partners specialises in buying and selling shares for clients in listed companies on local exchanges such as the ASX. All our Advisers have access to the latest information technology systems and research services which allow them to provide you with timely, expert advice.

International Shares

Through our arrangements with international brokers, Shaw and Partners can provide you with access to international shares offering you the opportunity to invest in the world’s biggest companies. Investing in international shares can provide you with greater diversification in your portfolio and give you access to sectors which are poorly represented in the Australian market.

Cash, Corporate Bonds and Fixed Interest Products

Cash, corporate bonds and fixed interest products allow investors with a low risk appetite, greater capital security than investing in most shares but generally provide better returns than basic bank savings accounts. Shaw and Partners can provide you with access to a variety of cash products including cash management accounts, term deposits and corporate bonds.

Managed Funds

Shaw and Partners provides access to a range of managed funds. Investing in managed funds allows you to pool your money with other investors, diversify your portfolio and access a wider range of investment opportunities. Such wider investment opportunities include access to international markets, hedge funds and infrastructure funds.

Risk versus Return graph

We provide tailored investment management services to help clients manage and grow their wealth.

Shaw and Partners provides a four-tiered approach to portfolio management services.

1. Advisory Service – we advise

If you prefer to take a more active role in the management of your investments and want access to professional advice, you can take advantage of our advisory service. This allows you to be involved in every decision regarding your portfolio, all of which can be made in conjunction with your Adviser.

2. Portfolio Service – we monitor and administer

Portfolio Service takes the hassle out of investing by providing an all encompassing investment administration service. Shaw and Partners collects and records investment information as well as supplying you with comprehensive quarterly and annual reports. By joining the Portfolio Service you and your Adviser will have the ability to better manage your investment portfolio and make timely decisions when the situation demands.

3. Managed Portfolio Service – we advise and implement

Managed Portfolio is our premium service and gives you complete peace of mind knowing that our experts will handle the management and administration of your portfolio. Working with you, our investment managers expertly create customised portfolios across all traditional and alternative asset classes. We undertake transactions on your behalf and act promptly to take advantage of shifting market conditions or cautionary actions. In addition, you receive regular performance reporting and online access to your portfolio to track exact investment positions and performance at all times.

4. Shaw Managed Accounts – we manage and administer

With Shaw Managed Accounts, each investor has a separate ‘account’ to which their investments are allocated. Your account can be constructed by using a range of available investment strategies referred to as Model Portfolios, that can be selected from the investment menu, together with your Shaw and Partners Adviser. Model Portfolios are managed in a disciplined and consistent manner, overseen by a dedicated team of investment professionals with many years of experience in securities markets.

To find out more about our Portfolio Management Solutions, please arrange an obligation-free, initial consultation today.

We don't dictate to clients. We consult - then act.