SHAW AND PARTNERS
Financial planning
Shaw and Partners has reached $3 billion in funds under management on its separately managed account, and the firm is eager to expand the offering....
Financial planning
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley. ...
Financial planning
Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery ...
Financial planning
Australian wealth manager Shaw and Partners has appointed a national head for its private wealth division, which has over 200 advisers and $40 billion in assets under man...
Financial planning
Shaw and Partners chief executive, Earl Evans, has said the firm is seeking to double the assets under management at its latest New Zealand acquisition ISG, having made t...
Financial planning
Aussie wealth manager Shaw and Partners has made its entry into the New Zealand market with a 75 per cent acquisition of investment firm Investment Services Group....
Financial planning
The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market....
Financial planning
Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based private wealth advisory team, alongside several financial adviser appointm...
Financial planning
Shaw and Partners co-CEO, Earl Evans, reflects on the advice firm’s decade-long success story and why fostering a quality work culture sits at the heart of the business....
People & Products
ETF Securities has announced that former Shaw and Partners investment adviser, Andrew Duncan, would join its ranks....
People & Products
Praemium has announced contract extension with Shaw and Partners to continue to provide its integrated suite of services....
People & Products
Macquarie Investment Management has joined the OpenInvest online marketplace for self-directed investors....
Superannuation
The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...
Funds management
Shaw and Partners have developed goals-based investment strategies to reframe the conversation around risk....
Funds management
Shaw and Partners has promoted its head of research, Martin Crabb, to the position of its new chief investment officer....
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MARKET INSIGHTS
Podcast
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