Shaw and Partners is proud to announce a significant milestone in our trans-Tasman growth journey. Effective today, JMI Wealth, part of Investment Services Group (ISG), officially rebrands to Shaw and Partners NZ Financial Services.

This follows Shaw and Partners’ acquisition of a 75% stake in ISG, finalised in June 2025. ISG has built an outstanding reputation in New Zealand, managing more than NZD 7.5 billion in assets and providing wealth management, funds management through Devon Funds, and a fast-growing investment platform.

The integration of JMI Wealth into Shaw and Partners lifts our combined assets under advice to over AUD 47 billion, strengthening our presence across Australia and New Zealand and positioning us for long-term growth. This rebrand reflects our shared client-first approach, commitment to excellence, and long-term vision of helping clients build and preserve wealth across generations.

With 16 highly experienced advisers and a dedicated support team, our new colleagues in New Zealand bring a strong track record of professionalism and client focus. We are delighted to welcome them fully under the Shaw and Partners brand, as together we continue to deliver outstanding service and advice to our clients.

This new chapter marks an exciting step forward in building one of the region’s leading wealth management businesses.

For more information about Shaw and Partners NZ please visit https://www.shawandpartners.co.nz