Shaw and Partners

Portfolio Service

The Portfolio Service provides a comprehensive overview of your portfolio and gives you immediate access to all the information you and your Adviser need to manage your investments effectively.

Shaw and Partners’ Portfolio Service allows you to outsource the day-to-day administration of your portfolio to a team of skilled professionals. We take the hassle out of investing by providing you with an all-encompassing investment administration service. We will collect and record all the essential information about your investments, including asset performance, share trading activity, dividend and interest payments. Our comprehensive reports coupled with 24-hour online access to your portfolio will give you and your Adviser the ability to know exactly where your portfolio stands at any point in time.

As part of the service, Shaw and Partners will keep you informed of rights issues, take-over bids, share purchase plans or any other corporate actions associated with your portfolio. If you wish to participate, we will execute the mechanics of the transaction and manage all the corresponding paperwork. With the Portfolio Service, Shaw and Partners delivers the professional support you need so you can enjoy building and managing a successful investment portfolio.

Benefits of the Portfolio Service

The Portfolio Service allows you to actively manage your portfolio without being weighed down by the essential but time-consuming task of completing paperwork and administering your assets.

Successful portfolio management requires constant supervision.

Expert portfolio administration

Direct ownership

Centralised portfolio management

Online access to your portfolio

Professional investment guidance

Regular investment reporting

Consolidated annual reporting

Tax information and optimisation

Expert portfolio administration

Managing your investments demands constant attention and diligent record-keeping. By delegating your portfolio administration to Shaw and Partners, you can be confident that every aspect of the process is professionally managed.

Direct ownership

Having your investments registered in your name means you retain control over how your wealth is invested. You continue to receive all the benefits of asset ownership, including dividend and distribution payments and capital gains.

Centralised portfolio management

All your portfolio assets are held in one account, enabling you to easily keep track of your investments. A comprehensive overview of your portfolio helps you make fully informed decisions whenever necessary.

Online access to your portfolio

The Portfolio Service provides you with secure 24-hour online access to your portfolio. You can monitor the performance of your investments, review all your transactions and generate reports covering a wide range of asset classes.

Professional investment guidance

The Portfolio Service provides all the necessary reporting tools for your Adviser to closely monitor your portfolio, making investing easier for you.

Regular investment reporting

Each quarter, you will receive a report detailing essential information relating to your investments, including their value and performance, investment transactions, income received and expenses paid.

Consolidated annual reporting

Shaw and Partners will prepare an annual report to assist you and your accountant in completing your tax return. We will include all the important details about your investments in one comprehensive report, streamlining the management of your tax affairs.

Tax information and optimisation

Shaw and Partners maintains the Capital Gains Tax (CGT) cost base history on all of your investments. With our online platform, you can review the CGT position of your individual assets and overall portfolio at any time, enabling you to make informed decisions about your investments and tax strategies.

The Portfolio Service’s tax optimisation tool allows you to complete ‘what if’ scenarios to fully understand the after-tax implications on your investments across different circumstances.

Easy online access to your portfolio

The Portfolio Service offers you access to a sophisticated online administration platform that provides accurate and comprehensive reporting on your investments. Online access eliminates the need for you to wait for written statements, or to sort through paperwork to check the value of your investments.

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