Insights

Strong Client Base With over 47 billion dollars of assets under advice and a diverse client portfolio including individuals, high net worth clients, charities, and institutions, Shaw and Partners demonstrates significant opportunities to tailor advanced wealth management solutions and expand offering customized financial products.

Growth in Private Wealth Recent initiatives such as hiring Macquarie advisers and expanding into private wealth markets indicate a strategic focus on increasing high-net-worth client engagement, creating opportunities for premium advisory services, sophisticated investment tools, and high-touch digital onboarding solutions.

Digital and Tech Adoption The use of modern cloud-based tools and security protocols suggests an openness to digital transformation; sales teams can leverage innovative financial tech solutions like client portals, research analytics, and secure transaction platforms to enhance client experience and drive digital-first service offerings.

Strategic Partnerships & Expansion Partnerships like the collaboration with Open Universities Australia and recent hires in emerging companies signal a growth-oriented approach with cross-sector opportunities; there is potential to develop educational and institutional programs alongside customized investment solutions.

Awards & Industry Recognition Being named a finalist in prime managed account awards highlights market credibility; this can be leveraged to position complementary wealth tech products, premium advisory tools, and differentiated service platforms aimed at high-end clients seeking recognized and award-winning financial services.

Shaw and Partners Financial Services Tech Stack

Shaw and Partners Financial Services uses 8 technology products and services including Cloudflare, Mailgun, DocuSign, and more. Explore Shaw and Partners Financial Services's tech stack below.

  • Cloudflare
    Content Management System
  • Mailgun
    Email
  • DocuSign
    Miscellaneous
  • Java
    Programming Languages
  • reCAPTCHA
    Security
  • Angular Material
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Ionicons
    Web Fonts

Media & News

Shaw and Partners Financial Services's Email Address Formats

Shaw and Partners Financial Services uses at least 1 format(s):
Shaw and Partners Financial Services Email FormatsExamplePercentage
First.Last@shawandpartners.com.auJohn.Doe@shawandpartners.com.au
77%
FLast@shawandpartners.com.auJDoe@shawandpartners.com.au
18%
Last@shawandpartners.com.auDoe@shawandpartners.com.au
3%
First@shawandpartners.com.auJohn@shawandpartners.com.au
2%

Frequently Asked Questions

Where is Shaw and Partners Financial Services's headquarters located?

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Shaw and Partners Financial Services's main headquarters is located at 2 Chifley Square, Level 7. The company has employees across 4 continents, including OceaniaNorth AmericaAfrica.

What is Shaw and Partners Financial Services's phone number?

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You can contact Shaw and Partners Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shaw and Partners Financial Services's official website and social media links?

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Shaw and Partners Financial Services's official website is shawandpartners.com.au and has social profiles on LinkedIn.

What is Shaw and Partners Financial Services's SIC code NAICS code?

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Shaw and Partners Financial Services's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Shaw and Partners Financial Services have currently?

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As of January 2026, Shaw and Partners Financial Services has approximately 434 employees across 4 continents, including OceaniaNorth AmericaAfrica. Key team members include Ceo & Founder: R. P. S.Coo: C. C.Chief Investment Officer: M. C.. Explore Shaw and Partners Financial Services's employee directory with LeadIQ.

What industry does Shaw and Partners Financial Services belong to?

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Shaw and Partners Financial Services operates in the Financial Services industry.

What technology does Shaw and Partners Financial Services use?

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Shaw and Partners Financial Services's tech stack includes CloudflareMailgunDocuSignJavareCAPTCHAAngular MaterialX-Content-Type-OptionsIonicons.

What is Shaw and Partners Financial Services's email format?

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Shaw and Partners Financial Services's email format typically follows the pattern of First.Last@shawandpartners.com.au. Find more Shaw and Partners Financial Services email formats with LeadIQ.

When was Shaw and Partners Financial Services founded?

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Shaw and Partners Financial Services was founded in 1987.

Shaw and Partners Financial Services

Financial ServicesNew South Wales, Australia201-500 Employees

Shaw and Partners is one of Australia’s preeminent investment and wealth management firms.  

With a national presence and over $47 billion of 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 $275 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 and charities.

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 nation’s best 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. Your partners in building and preserving wealth.

Section iconCompany Overview

Headquarters
2 Chifley Square, Level 7
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    Shaw and Partners Financial Services's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Shaw and Partners Financial Services's revenue is estimated to be in the range of $100M$250M

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