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Shaw and Partners -

Score

3.53 /10
Danger

Shaw and Partners

Australia

5-10 years

Regulated in Australia

Investment Advisory License

Suspicious Scope of Business

Suspicious Overrun

Medium potential risk

https://www.shawandpartners.com.au/home

Influence

C

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Comparison

Expose

Exposure

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Website

Score

Regulatory Index3.05

Business Index7.41

Risk Management Index0.00

Software Index4.00

License Index3.29

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Licenses

VPS Standard
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Single Core

1G

40G

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Warning: Low score, please stay away! 2
Previous Detection : 2025-06-30
  • This broker exceeds the business scope regulated by Australia ASIC(license number: 236048)Investment Advisory Licence Non-Forex License. Please be aware of the risk!
  • The current information shows that this broker does not have a trading software. Please be aware!

WikiFX Verification

Shaw and Partners · Company summary
Shaw and Partners Review Summary
Founded1995
Registered RegionAustralia
RegulationASIC (Exceeded)
ServicesWealth management, Shaw Managed Accounts, financial planning, investment research, corporate advisory, institutional dealing
Customer SupportTel: +61 2 9238 1238
Toll-Free: 1800 636 625

Shaw and Partners Information

A company in Australia called Shaw and Partners has been around since 1995 and provides many financial services, such as managing assets, giving help on investments, and planning finances. Customized solutions from EFG International help both people and companies. However, its license status now is “Exceeded”.

Shaw and Partners' homepage

Pros and Cons

ProsCons
Wide range of financial services“Exceeded” regulation
Strong focus on tailored advice and managed solutionsComplex account types

Is Shaw and Partners Legit?

Yes, Shaw and Partners do have an Investment Advisory License from the Australia Securities and Investments Commission (ASIC). The card has the number 236048 on it. The present status of the license on the other hand is “Exceeded,” which means it has run out of time.

Exceeded ASIC license

Shaw and Partners Services

Shaw and Partners offers an array of financial services to both people and organizations, including asset management, financial planning, investment research, and corporate advice.

ServicesSupported
Wealth Management✔
Shaw Managed Accounts✔
Financial Planning✔
Investment Research✔
Corporate Advisory✔
Institutional Dealing✔
Shaw and Partners Services

Account Type

Clients still own their investment accounts with Shaw Managed Accounts, which are professionally managed and adaptable. Accounts are built up using model portfolios or strategies based on goals. These tactics put you in charge, make things clear, and save you money on taxes.

Account TypeFeature
Separately Managed Accounts (SMA)Individual accounts with tailored portfolios using selected model strategies; offers beneficial ownership and transparency.
Model Portfolio AccountsAccounts built using pre-designed investment strategies (18 options) matched to the clients goals and risk profile.
Goal-Based PortfoliosAccounts aligned specifically with client objectives like income, balanced growth, or aggressive growth.
Account Type

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trademax总部
more than one year
Shaw and Partners claims to be an excellent investment and wealth management company in Australia, but my friends in Australia have never heard of this company. In addition, its regulatory license does not look reliable.
Shaw and Partners claims to be an excellent investment and wealth management company in Australia, but my friends in Australia have never heard of this company. In addition, its regulatory license does not look reliable.
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2023-02-20 15:39
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梦中的祈祷
more than one year
The company is committed to providing excellent customer service and ensuring that its clients are satisfied with their experience. It values integrity and honesty above all else and strives to build lasting relationships with its clients.
The company is committed to providing excellent customer service and ensuring that its clients are satisfied with their experience. It values integrity and honesty above all else and strives to build lasting relationships with its clients.
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2023-02-16 11:29
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