Shaw and Partners

WikiFX | 2025-05-29 18:27

요약：　　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 Review Summary
Founded	1995
Registered Region	Australia
Regulation	ASIC (Exceeded)
Services	Wealth management, Shaw Managed Accounts, financial planning, investment research, corporate advisory, institutional dealing
Customer Support	Tel: +61 2 9238 1238
Customer Support	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”.

Pros and Cons

Pros	Cons
Wide range of financial services	“Exceeded” regulation
Strong focus on tailored advice and managed solutions	Complex 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.

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.

Services	Supported
Wealth Management	✔
Shaw Managed Accounts	✔
Financial Planning	✔
Investment Research	✔
Corporate Advisory	✔
Institutional Dealing	✔

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