Wholesale Desk

 

Led by Tony Davis and Mark Gray, the Wholesale Desk at Shaw and Partners provides trade execution, insightful research and client-focused advice to institutional, professional and specialist investors both in the Australian and International markets.

 

Our expertise, your advantage

The Wholesale Desk offers up to the minute market intelligence and trading services to help clients execute their investment strategies swiftly. The Desk facilitates trades of all types and sizes, underpinned by comprehensive local and international market knowledge.

 

With a proven track record and over 70 years of combined experience, the Wholesale Desk is well known for their strong corporate relationships, on ground deal-flow and access to primary deals. Working in conjunction with the Shaw and Partners Research and Corporate Finance divisions, the Wholesale Desk offers a comprehensive service to both corporate and institutional funds management clients.

 

Wide breadth of services

The Wholesale Desk provides a broad range of advisory and dealing services including:

• Best trade execution
• Market Intelligence
• Primary capital raisings
• Secondary market activities
• Block trades and special crossing
• Exclusive access to company roadshows, meetings and events
• Direct access to an extensive team of research analysts 

 

Advisory Services

Operating primarily as an institutional dealing team, the Wholesale Desk also offers exclusive wealth management services to HNW investors, sophisticated private clients and family trusts, advising on all asset classes including domestic equities, international equities and managed funds.

 

Shaw and Partners Institutional Foundation Day

The Shaw and Partners Institutional Foundation Day sees all brokerage generated through institutional trades (on a nominated day) donated in a 50/50 split to the Australian Stockbrokers Foundation and the Australian Fund Managers Foundation. These two bodies support a myriad of smaller not for profits including the Sydney Children’s Hospital, Lou’s Place Women’s Refuge, Odyssey House, Mission Australia and Second Bite.

 

The Wholesale Desk has been instrumental over the years in helping to raise over $900,000 for charity during the Institutional Foundation Day.

 

 

The Wholesale Desk Team 

 

Tony Davis Wholesale Trading	Mark Gray Wholesale Trading	Jarrod Davis Wholesale Trading	Paul Lucarelli Wholesale Trading
Thomas Chapman Private Wealth	James Diamond Wholesale Trading	Catherine Adam Executive Assistant

 

We facilitate trades of all types and sizes.