Shaw and Partners has moved into its new Adelaide office, located on King William Street, further strengthening its position in the competitive financial services market.

Having spent 3 years at its former CBD location, with more than 20 staff, including 15 advisers, the new Adelaide office, will allow for continued growth.

Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. With a national presence and $14 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm with the resources and scale of a major financial group. Having been in business for more than 25 years, Shaw and Partners employs more than 150 advisers, with skills and proficiencies among the best in the industry.

“With strong management team and an absolute focus on client outcomes, the firm continues to enjoy substantial growth in assets under management and client wins,” said state manager Stuart Cross.

“We have highly qualified, quality Adelaide advisers who understand the marketplace and are highly regarded by clients.”

The company offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers. By working closely with their clients and targeting their needs, Shaw and Partners has forged strong long-term relationships, unearthing investment opportunities whilst actively managing the inherent risks that come with investing. 

 “Most importantly we treat everybody as a partner. Partnerships are built on trust and delivering on promises. We are about honesty and integrity. Our job is to provide the financial roadmap to assist our clients in achieving their investment objectives. We do this by collaborating with our partners to unlock opportunities of significant value,” said Co-CEO Earl Evans, who has more than 25 years of advisory experience in both Australian and international markets.

As a business, Shaw and Partners is able to offer holistic boutique financial services, with an open architecture to access external offerings. This allows for the most effective combination of advice, service, products and solutions in the best interests of clients.

Shaw and Partners also has a strong push towards philanthropy, launching the Shaw and Partners Foundation 2 years ago. The initiative is underpinned by Shaw and Partners’ dollar-for-dollar policy of matching charitable donations in its commitment to strengthening the communities in which it operates.

“The response from our staff on our approach to philanthropy has been overwhelming. It speaks volumes about the people that form the core of Shaw and Partners,” Mr Cross said.

Since its inception, the Shaw and Partners Foundation has raised and donated more than $1,000,000 to a number of charities that perpetuate and instil tangible change in the areas of mental health, education and social inclusion.

While other domestic participants have dwindled away and global firms have pulled out of Australia, Shaw and Partners continues to operate as a stable, conservative and mature business, capitalising on gaps in the market and growth opportunities. During these times of technological advancement and automation, economic change and industry disruption, Shaw and Partners has developed the depth of knowledge, clarity of vision and strength of purpose to work shoulder to shoulder with their clients – now and into the future.

 “Our philosophy is about empowering our staff and providing a better offering to our clients. It’s all about precise execution in these two areas,” Mr Cross said.

Source: The Advertiser, 20 March 2018