Shaw Managed Accounts reach $2 billion in Funds Under Management

Shaw and Partners is proud to announce that Funds Under Management in its market leading Shaw Managed Accounts offering now exceed $2 billion.

A combination of positive net inflow from new and existing clients as well as strong relative investment returns have continued to see growth in assets on the platform.

Shaw and Partners has continually innovated and expanded the choice available to our clients by building on the initial launch of the flagship hybrid income and core equities strategies over six years ago, closely followed by the launch of the innovative goal-based portfolios in 2017. The Shaw and Partners Managed Accounts suite has become a core offering for many of our advisers and the investment solution of choice for over 6,000 Shaw and Partners’ clients.

“Shaw Managed Accounts give the investment team a unique opportunity to work with our partners and advisers to build bespoke investment strategies for our clients, helping them meet their financial goals and objectives in a transparent, efficient and cost-effective way”. said Martin Crabb, Shaw and Partners Chief Investment Officer.

More recently the breadth of the investment offering has been further enhanced by adding stand-alone externally managed strategies across small caps, liquid alternatives, Australian growth equities, global listed infrastructure, US Future Leaders, Australian ethical equities and most recently, global equity income.

“We are absolutely delighted with the growth in the Shaw Managed Accounts suite and getting to the $2 billion mark. The team have established a tremendous following and endorsement from existing advisers and clients that has also resulted in a number of advisers joining Shaw and Partners to gain access to this unique end-to-end investment solution”. added Earl Evans, Shaw and Partners Co-CEO. 

Leveraging the award winning Praemium Platform, Shaw and Partners Managed Accounts offer the best of both worlds – leading investment management with bespoke managed account capabilities.

With a national presence and over $28 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major global financial group, EFG International, managing over $259 billion of assets.

For more information about our Managed Accounts solution visit the dedicated section on the Shaw and Partners website.