Spending power
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Spending power
Key facts
Counted staff
435
self-reported 201–500 band
Office countries
1
8 addresses
Company type
Privately Held
self-reported
Description
Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms. With a growing footprint across Australia and New Zealand, and close to $50 billion in assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major global financial group, EFG International, managing over $310 billion of assets.
At Shaw and Partners, we offer tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates, charities and family offices.
We are client focused, having helped our clients manage and grow their financial assets for over 35 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value.
Backed by fresh thinking, robust research and some of the industry’s top investment and wealth experts, our business has been designed to meet the growing needs of our clients. Shaw and Partners offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers. By working closely with clients and targeting their needs, we have forged strong long-term relationships.
So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone.
We welcome you to Shaw and Partners Financial Services. Your partners in building and preserving wealth.
Specialties
- equity capital markets
- estate planning
- mergers and acquisitions
- managed funds
- private equity
- financial planning
- wealth management
- derivatives
- smsfs
- cash management
- research
All 17 specialties
- Wealth Management
- Institutional Dealing
- Corporate Advisory and Finance
- Research
- Fixed Interest and bonds
- Equity Capital Markets
- Private Equity
- Mergers and Acquisitions
- Derivatives
- SMSFs
- Estate Planning
- ETFs
- Managed Funds
- Cash Management
- Margin Lending
- Separately Managed Accounts
- Financial Planning
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 7, Chifley Tower, 2 Chifley Square; Sydney, NSW 2000Primary
- AULevel 28, 111 Eagle Street; Brisbane, QLD 4000
- AU2 Quamby Place; Suite 11a Q Place; Noosa, QLD 4567
- AULevel 36, 120 Collins Street; Melbourne, VIC 3000
- AULevel 25, 91 King William Street; Adelaide, SA 5000
- AULevel 9, 5 Constitution Avenue; Canberra, ACT 2601
- AULevel 47, 108 St Georges Terrace; Perth, WA 6000
- AULevel 1, 8 Leda Drive; Burleigh Heads, QLD 4220
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Financials
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Paid-up capital
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Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
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FAQ
How many people work at Shaw and Partners Financial Services?
435 counted staff profiles at January 2026, inside the self-reported 201–500 band.
Where does Shaw and Partners Financial Services have offices?
Eight addresses on record, Australia only. Primary: Level 7, Chifley Tower, 2 Chifley Square, Sydney, NSW 2000.
Has Shaw and Partners Financial Services raised funding?
None linked to this brand.
What does Shaw and Partners Financial Services list as its specialties?
17 tags on the brand's own list, among them equity capital markets, estate planning and mergers and acquisitions.
Which companies are listed alongside Shaw and Partners Financial Services?
133 profiles list Shaw and Partners Financial Services as a peer — 99th percentile in Financial Services. It lists ten peers of its own. Morgans Financial Limited and Koda Capital list it back.