Delivering knowledge, vision and purpose News30 Oct 2019

At a turbulent time for many in financial services, experienced investment and wealth management firm Shaw and Partners has bucked the broader trend and committed to a strong future in Western Australia.


The pre-eminent financial firm, which has more than $18.5 billion under its administration nationally, recently took on new office space at 108 St Georges Terrace and is rapidly growing its 40-strong staff footprint in Perth.


Staff on St Georges Terrace offer tailored advice and investment solutions, financial planning and corporate advisory services, working closely with clients to target their individual needs and develop long-term relationships, while providing detailed knowledge of local conditions.


“Our advisers are WA born and bred,” Shaw and Partners WA State Manager Davide Bosio said.


“They know and understand the local marketplace and are highly regarded by their clients.”


The firm is well-established nationally, with more than 180 advisors channelling 30 years of experience to provide financial roadmaps and assist clients in meeting their goals. These advisers uncover investment opportunities on the back of evidence-based analysis, while managing the risks which come with investing.


While Shaw and Partners provides the intimacy and security of a boutique investment firm, it is backed by the resources and scale of a major financial group in the form of Swiss private bank EFG International. This means exposure to global opportunities from a locally accessible service offering.


Read the full page article published in the West Australian: Delivering knowledge, vision and purpose


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