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Shaw and Partners
Founded in 1987, Shaw and Partners operates as the Australian wealth management and corporate advisory arm of EFG International. The parent group,...
Shaw and Partners
Founded in 1987, Shaw and Partners operates as the Australian wealth management and corporate advisory arm of EFG International. The parent group, headquartered in Zurich, manages $340 billion in assets (per EFG International), providing Shaw with a global balance sheet and cross-border distribution. The firm runs a multi-line platform spanning wealth management, financial planning, institutional dealing, and equity capital markets — all delivered through a non-discretionary investment framework. Shaw deploys capital across Australian equities and venture-stage companies, offering 17 SMA portfolio strategies alongside corporate advisory and ECM services. Its institutional desk provides client-focused advice and access to Australian equity markets. The venture posture targets emerging and medium-sized companies, with the firm describing its approach as "non-discretionary investments." Beyond domestic equities, Shaw maintains a visible sponsorship footprint — backing the Manly Warringah Sea Eagles, Red Bull Ampol Racing, Surf Life Saving Clubs, and the Shaw and Partners World Ocean Series. The firm operates from its sole documented headquarters in Sydney. Team size is not publicly disclosed. In addition to its wealth and advisory lines, Shaw markets its investment research and portfolio solutions as integrated services, though it does not publish AUM or deployment totals for its Australian entity. Its parent EFG International provides structural backing that distinguishes Shaw from standalone Australian wealth managers, enabling it to offer institutional dealing and corporate advisory alongside retail wealth management. Shaw and Partners' structure is unusual: a domestic wealth manager and ECM house operating inside a listed Swiss private bank. This architecture pairs local deal flow — venture advisory, equities, SMAs — with EFG's global private banking infrastructure. The firm competes in Australian mid-market advisory and high-net-worth wealth management without disclosing standalone performance metrics or assets under local management.
General information
Firm type
Wealth Manager
Year founded
1987
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Sydney
Corporate office
Sydney, Australia
Sector focus
Frequently asked questions
How does Shaw and Partners source venture and advisory deal flow?
Shaw's corporate advisory and equity capital markets team targets emerging and medium-sized Australian companies seeking growth capital or public-market access. The firm's institutional dealing desk and research platform provide connectivity to Australian equity markets, while its affiliation with EFG International offers cross-border distribution. Specific sourcing mechanics — beyond its Australian on-the-ground presence in Sydney — are not publicly detailed.
What is the relationship between Shaw and Partners and EFG International?
Shaw and Partners is the Australian operating entity of EFG International, a global private banking group headquartered in Zurich. EFG manages $340 billion in assets (per EFG International) and provides Shaw with balance-sheet strength and international distribution capabilities. The structure makes Shaw a domestically regulated Australian wealth manager backed by a listed Swiss banking parent, rather than an independently owned firm.
Does Shaw and Partners disclose its stand-alone assets under management?
No. Shaw and Partners does not publish stand-alone AUM or deployment figures for its Australian operations. The only disclosed scale metric is EFG International's group-level $340 billion in assets. Without a locally reported AUM, allocators cannot independently assess Shaw's domestic capital base or growth trajectory.
What type of investment mandates does Shaw and Partners offer?
Shaw offers 17 separately managed account (SMA) portfolio strategies, non-discretionary investment services, and institutional dealing access to Australian equity markets. Its wealth management division combines financial planning with investment research, while the corporate advisory arm provides ECM solutions to emerging and medium-sized companies. The firm does not appear to offer discretionary fund management or pooled fund structures.
Which sectors or industries does Shaw and Partners target for corporate advisory and ECM?
Shaw's corporate advisory and equity capital market services are aimed at emerging and medium-sized companies, but the firm does not publicly specify sector preferences. Its investment research covers Australian equities broadly, and its venture exposure is tagged as "Venture Capital (General)." No industry-specific mandates or exclusion lists have been published.
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