What Shaw and Partners does

Shaw and Partners is an Australasian wealth management and investment services firm founded in 1990 and headquartered in Sydney. As a wholly-owned subsidiary of EFG International (a Swiss global private banking group managing $340 billion in assets), the firm operates across 8 Australian offices (Sydney, Melbourne, Brisbane, Perth, Adelaide, Canberra, Noosa, Gold Coast) and New Zealand, managing over $50 billion in assets under advice for high net worth individuals, families, institutions, corporates, charities, and family offices. The company offers a five-pillar service suite: Wealth Management, Financial Planning, Corporate Advisory (including IPOs, placements, rights issues, and M&A), Institutional Dealing, and Investment Research, complemented by a charitable foundation (established 2015) that has raised over $4 million for charity since 2016.

The core technology platform is the Shaw Managed Accounts (SMA) system, a Separately Managed Accounts offering 17-21 portfolio strategies across asset class, multi-asset, and goal-based portfolio types. Each investor maintains a separate account with beneficial ownership of underlying securities, providing transparency, tax optimization through franking credits, and real-time online reporting. The SMA platform integrates third-party manager strategies including T. Rowe Price, Australian Ethical, Clearbridge (Macquarie), Munro, and EFG International, alongside proprietary portfolio strategies. Supporting infrastructure includes the Shaw Online client portal for portfolio access and reporting.

Shaw and Partners generates revenue through a diversified mix of subscription/recurring fees on wealth management and SMA services (with disclosed total costs ranging from 0.27% to 2.15% per annum depending on strategy), transaction fees from corporate advisory (joint lead manager, bookrunner, underwriter fees), institutional brokerage from the dealing desk, and professional services fees for research. Distribution occurs through a direct sales model via private client advisers, supplemented by an institutional dealing desk, event-driven GTM (TechRise Conference, Institutional Foundation Day), and community brand-building through sports sponsorships (Manly Warringah Sea Eagles, Red Bull Ampol Racing, Women Racing) and ocean racing series.

Name

Shaw and Partners

Legal name

Shaw and Partners Limited

Website

https://shawandpartners.com.au

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

251–500 employees

Short description

Shaw and Partners is an Australasian wealth management and investment firm (founded 1990, owned by EFG International) managing over $50 billion in assets under advice for high net worth individuals, institutions, and emerging companies via wealth management, corporate advisory, institutional dealing, and research services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Wealth management services
• Financial planning advice
• Corporate advisory services
• Institutional equity dealing
• Separately managed accounts

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Services: Advisory and portfolio management services for individuals, families, and businesses managing investments across domestic and international shares, fixed income, managed funds, and other asset classes.
2. Corporate Advisory and Equity Capital Markets: Capital raising services including IPOs, placements, rights issues, and M&A advisory for emerging and medium-sized companies. Revenue generated through joint lead manager, bookrunner, and underwriter fees.
3. Institutional Dealing: Execution services and corporate access for institutional clients seeking access to Australian equity markets. Revenue from brokerage on institutional trades.
4. Investment Research: Research services provided to clients and advisers covering listed companies across emerging and mid-cap segments. Research supports internal advisers and client investment decisions.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

Shaw and Partners provides wealth management, financial planning, corporate advisory, institutional dealing, and investment research services to individuals, families, institutions, and corporates in Australia and New Zealand. The firm operates the Shaw Managed Accounts (SMA) platform, a Separately Managed Accounts offering with multiple portfolio strategies across asset classes. With over $50 billion in assets under advice, the firm combines boutique personalised advice with the global resources of EFG International.

Product overview

Shaw and Partners is a wealth management and investment services firm offering a comprehensive suite of financial products and advisory services. The core offering centers on Shaw Managed Accounts (SMA), a separately managed accounts platform providing professionally managed investment portfolios with 21 distinct strategies across asset class, multi-asset, and goal-based portfolio types. The firm complements this with integrated Wealth Management, Financial Planning, Corporate Advisory, Institutional Dealing, and Investment Research services. Shaw Managed Accounts range from income-focused portfolios (Debt Securities Income, Hybrid Income) to growth-oriented equity portfolios (Australian Large Cap, US Future Leaders, Global Equity), along with multi-asset portfolios (Moderately Conservative to High Growth) designed to meet varying investor risk profiles and time horizons.

Differentiator

Problem solved

Functional benefit

Products and services

• Shaw Managed Accounts (SMA) Separately Managed Accounts platform offering 17-21 portfolio strategies where investors have separate accounts with beneficial ownership of securities, providing transparency, tax optimization, and professional management across asset classes.
• Wealth Management Comprehensive wealth management services for individuals, families, and businesses covering wealth generation strategies, investment structuring, portfolio management, and access to Australian and international markets.
• Financial Planning Integrated financial planning services covering superannuation, retirement planning, self-managed superannuation funds, retail super funds, estate planning, risk insurance, and investment strategy development.
• Corporate Advisory Corporate advisory and equity capital market services including mergers and acquisitions, IPOs, rights issues, placements, and capital raisings for emerging and medium-sized companies.
• Institutional Dealing Client-focused advice, trade execution, and quality research for institutional clients seeking access to Australian equity markets, with corporate access functions including roadshows and conferences.
• Investment Research Timely, insightful research and investment strategies across sectors including Banks, Insurance, Telecoms, Diversified Financials, Infrastructure, Technology, and Mining, focusing on emerging and mid-cap companies.
• Shaw Online Online client portal providing access to portfolio information, performance tracking, and account management for Shaw and Partners clients.

Quantifiable outcome

• Over $50 billion in assets under advice
• +2 more outcomes

Named customers11 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eleven partnerships are on record, tiered flagship and core.

• Women RacingflagshipGTM or Marketing Partner · 20 July 2026Shaw and Partners is the Naming Rights Partner of Women Racing, an elite female sailing team bringing together Olympians, world champions, and internationally recognised sailors. The team will represent Australia at the inaugural New York Yacht Club Women's International Championship in September 2026.
• Shaw and Partners Iron Series / Coolangatta GoldcoreGTM or Marketing Partner · 1 January 2024Three-year naming rights partnership (from 2024) with Surf Life Saving Australia as official Naming Rights Partner of the elite Iron Series and Coolangatta Gold events.
• Australian Ocean Racing SeriescoreGTM or Marketing Partner · 1 January 2016Headline sponsor since 2016. AORS is a national ocean racing series attracting over 6,000 competitors annually across ocean skis, surf skis, SUP, prone paddleboards, and outrigger canoes.
• EFG InternationalcoreOthersShaw and Partners is backed by EFG International, a global private banking group headquartered in Zurich managing $340 billion in assets. EFG International operates in over 40 locations worldwide across Europe, Asia Pacific, Americas, and Middle East. The partnership provides Shaw and Partners with global resources and research capabilities.
• Manly Warringah Sea EaglesflagshipGTM or Marketing PartnerShaw and Partners is the premier partner and official sleeve/front of jersey sternum sponsor of the NRL club. Also holds exclusive naming rights of the Chairman's Club at Brookvale Oval.
• Red Bull Ampol RacingcoreGTM or Marketing PartnerShaw and Partners is an official partner of Red Bull Ampol Racing (Triple Eight Race Engineering). Also sponsors drivers Will Brown and Broc Feeney with logo on helmets.
• Surf Life Saving Clubs (Australia)coreGTM or Marketing PartnerOfficial partner of Surf Life Saving Clubs across Australia including North Bondi SLSC (NSW), Grange SLSC (SA), Sorrento SLSC (WA), and Northcliffe SLSC (QLD). Supports volunteer lifesavers who keep beaches safe.
• Shaw and Partners World Ocean SeriescoreGTM or Marketing PartnerHeadline sponsor and naming rights partner of the World Ocean Series, dedicated to running the world's best surf sport events. Claims title of richest Surf Sports Series in the World, broadcast live on 7plus.
• Sydney Children's Hospitals FoundationflagshipGTM or Marketing PartnerMajor charity partner. Donated $500,000 at Gold Dinner 2026. Half of brokerage from Institutional Foundation Day is donated to this foundation.
• Gotcha4Life FoundationcoreGTM or Marketing PartnerCharity partner focusing on mental fitness. Shaw and Partners employees participate in events like the 9-Hour Row, raising funds for mental health initiatives.
• EFG International (Research Partnership)coreTechnology or IntegrationStrategic partnership provides clients with access to global research, macroeconomic news from around the world, and investment ideas. Includes weekly macroeconomic news, monthly reports with global house views and asset allocation guidelines, quarterly asset class performance overviews.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bell Potter Securities: Australian-based wealth manager and stockbroking firm offering wealth management, corporate advisory, institutional dealing, and research to retail and HNW clients. Most direct comparable by business mix and client segments.
• Morgans Financial: Australian full-service stockbroking and wealth advisory firm with a national adviser network, corporate advisory, institutional dealing, and research. Closely comparable across wealth, advisory, and research lines.
• Ord Minnett: Privately-held Australian wealth management and stockbroking firm serving HNW individuals with wealth advice, portfolio management, corporate advisory, and institutional research. Direct competitor across the same client segments.
• Wilsons Advisory: Australian private wealth and investment advisory firm offering wealth management, asset management, corporate advisory, and institutional dealing. Similar boutique-plus-scale positioning to Shaw and Partners.
• Evans Partners: Australian boutique wealth management and corporate advisory firm serving HNW individuals, family offices, and emerging companies with advisory, ECM, and institutional dealing services. Direct head-to-head competitor in the boutique tier.
• Canaccord Genuity (Australia): Australian arm of global mid-market investment bank offering wealth management, corporate advisory (IPOs, M&A), and institutional dealing. Comparable on corporate advisory and wealth management lines for emerging and mid-cap issuers.

Broad incumbents

• JBWere (Macquarie Group): Australian HNW wealth manager owned by Macquarie Group, combining bespoke wealth advice with the balance sheet and product platform of a major financial institution. Overlaps with Shaw's wealth management but benefits from Macquarie's larger scale and product shelf.
• Macquarie Asset Management: Large Australian asset and wealth manager within Macquarie Group, managing portfolios across asset classes. Adjacent competitor in managed accounts and SMA space but with much broader institutional scale.

Regional players

• Coutts (private banking): UK-based private banking arm within the NatWest Group offering wealth management and investment services to HNW and ultra-HNW clients. Comparable on the global private banking parent-child model given Shaw's EFG International parentage.

Others

• EFG Bank (Europe): European private banking arm of EFG International serving HNW clients across Continental Europe. Sister entity within the same parent group, providing relevant peer context on the global private banking model Shaw and Partners is plugged into.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Shaw_Partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments4 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Shaw and Partners