Company profile
Shaw and Partners Review SummaryFounded1995Registered RegionAustraliaRegulationASIC (Exceeded)ServicesWealth management, Shaw Managed Accounts, financial planning, investment research, corporate advisory, institutional dealingCustomer SupportTel: +61 2 9238 1238Toll-Free: 1800 636 625Shaw and Partners Information A company in Australia called Shaw and Partners has been around since 1995 and provides many financial services, such as managing assets, giving help on investments, and planning finances. Customized solutions from EFG International help both people and companies. However, its license status now is “Exceeded”.Pros and ConsProsConsWide range of financial services“Exceeded” regulationStrong focus on tailored advice and managed solutionsComplex account typesIs Shaw and Partners Legit? Yes, Shaw and Partners do have an Investment Advisory License from the Australia Securities and Investments Commission (ASIC). The card has the number 236048 on it. The present status of the license on the other hand is “Exceeded,” which means it has run out of time.Shaw and Partners Services Shaw and Partners offers an array of financial services to both people and organizations, including asset management, financial planning, investment research, and corporate advice.ServicesSupportedWealth Management✔Shaw Managed Accounts✔Financial Planning✔Investment Research✔Corporate Advisory✔Institutional Dealing✔Account Type Clients still own their investment accounts with Shaw Managed Accounts, which are professionally managed and adaptable. Accounts are built up using model portfolios or strategies based on goals. These tactics put you in charge, make things clear, and save you money on taxes.Account TypeFeatureSeparately Managed Accounts (SMA)Individual accounts with tailored portfolios using selected model strategies; offers beneficial ownership and transparency.Model Portfolio AccountsAccounts built using pre-designed investment strategies (18 options) matched to the clients goals and risk profile.Goal-Based PortfoliosAccounts aligned specifically with client objectives like income, balanced growth, or aggressive growth.
trademax总部
Australia
Shaw and Partners claims to be an excellent investment and wealth management company in Australia, but my friends in Australia have never heard of this company. In addition, its regulatory license does not look reliable.
Positive
2023-02-20