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Introduction of Shaw & Partners

Shaw and Partners | 2022-06-13 17:32

Lời nói đầu：Shaw & Partners is a leading investment and wealth management organization in Australia. Shaw & Partners, with a nationwide presence and over $28 billion in assets under advisory, combines the intimacy of a boutique investment business with the resources and size of EFG International, a significant worldwide financial group that manages over $259 billion in assets.

General Information

Shaw & Partners is a leading investment and wealth management organization in Australia.

Shaw & Partners, with a nationwide presence and over $28 billion in assets under advisory, combines the intimacy of a boutique investment business with the resources and size of EFG International, a significant worldwide financial group that manages over $259 billion in assets.

We provide specialized guidance and investment solutions, as well as financial planning and business advisory services, at Shaw and Partners. They represent and act on behalf of individuals, institutions, corporations, and non-profit organizations.

EFG International is a private banking and asset management firm with offices across the world.

EFG International operates in approximately 40 sites in Europe, Asia Pacific, the Americas, and the Middle East, with a network spanning Europe, Asia Pacific, the Americas, and the Middle East.

EFG International is a financial partner that gives the stability and solidity needed to provide customers with effective support as one of the best-capitalized Swiss private banks. Since its inception in 1995, the bank has been characterized by an entrepreneurial culture that has allowed it to develop hands-on solutions and foster long-term client connections.

Products and Services

Shaw & Partners helps customers choose assets from a variety of asset classes, including stocks, cash, bonds, fixed income, and managed funds.

Shares in the United States

Shaw and Partners specializes in helping customers acquire and sell shares in publicly traded firms on local marketplaces like the ASX. All of our Advisers have access to the most up-to-date information technology tools and research services, allowing them to give you quick, informed guidance.

Shares from around the world

Shaw and Partners can give you with access to overseas shares through our relationships with international brokers, allowing you to invest in the world's most prestigious firms. Investing in overseas stocks might help you diversify your portfolio and gain access to areas that are underrepresented in the domestic market.

Cash, corporate bonds, and fixed-income securities are all examples of fixed-income securities.

Cash, corporate bonds, and fixed-income products provide investors with a modest risk appetite more capital security than most stocks, while also typically outperforming simple bank savings accounts. Cash management accounts, term deposits, and corporate bonds are just a few of the cash solutions Shaw and Partners may offer.

Managed Investments

Shaw & Partners offers a variety of professionally managed funds. Investing in managed funds enables you to pool your assets with other investors, diversify your portfolio, and have access to a larger selection of investment options. Access to overseas markets, hedge funds, and infrastructure funds are examples of such broader investment prospects.

Shaw & Partners offers portfolio management services on a four-tiered scale.

1. Advisory Service – we provide guidance.

Our advisory service is available if you choose to take a more active part in the management of your assets and want access to professional assistance. This allows you to be a part of every choice that affects your portfolio, which you may make in collaboration with your Adviser.

2. Portfolio Management - we keep track of and manage your portfolio.

Portfolio Service makes investing easier by providing a comprehensive investment management service. Shaw & Partners gathers and maintains information on your investments, as well as providing you with detailed quarterly and annual reports. You and your Adviser will be able to better manage your portfolio by joining the Portfolio Service.

3. Managed Portfolio Service - we provide recommendations and implementation.

Our premium service, Managed Portfolio, provides you total peace of mind by entrusting the management and administration of your portfolio to our specialists. Our investment managers work with you to construct unique portfolios that include both classic and alternative asset types. We carry out transactions on your behalf and respond quickly to take advantage of changing market circumstances or take precautionary measures. You'll also get regular performance reports and online access to your portfolio, allowing you to keep track of your specific investment positions and performance at any time.

4. Shaw Managed Accounts — we look after and manage your accounts.

Each investor has a distinct 'account' to which their investments are allocated with Shaw Managed Accounts. Your account may be built with the help of your Shaw and Partners Adviser, utilizing a variety of accessible investment methods known as Model Portfolios that can be selected from the investing menu. Model Portfolios are managed in a disciplined and consistent way by a committed team of investment experts with extensive securities market knowledge.

Contact Info

This broker cont be contacted on the following contact details. They also provide customer support on multi platforms.

Sydney

Level 7, Chifley Tower

2 Chifley Square

Sydney NSW 2000

Tel: +61 2 9238 1238

Toll Free: 1800 636 625

Melbourne

Level 36

120 Collins Street

Melbourne VIC 3000