We take pride in what we do and care passionately about delivering quality advice to you.
For investors who are retired or preparing for retirement, have received an inheritance or settlement, or who have sold a significant asset like a farm, property or business, or for an organisation with specific investment requirements, we have a team of experienced advisors on hand to help.
We provide different options, whether you are the decision maker or whether you prefer to leave it to the professionals. Our advice services include:
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Investment Management
We will work with you in managing your investment portfolio to meet your agreed investment plan and objectives.
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Personal Advice Service
Portfolios can be customised to meet specific needs, backed up by our investment team’s research capabilities to help you make informed decisions.
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Wholesale Discretion
Introduce an element of pre-defined personalisation within your mandate to best suit your investment goals
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Consulting
We will work closely with you to design a unique investment approach
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Self-Select Service
You can invest in either the Clarity Diversified Income Fund or Clarity Diversified Growth Fund or choose a combination of the two.
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Investment Services
Our analysts thoroughly research a host of companies across a broad range of industries and sectors.
The only type of solution worth having is a bespoke one.
At Shaw and Partners, we manage your wealth by identifying opportunities whilst actively managing the inherent risks that come with investing. We work with individuals, families and businesses to provide services and solutions that assist in the preservation, growth and management of your wealth.
Applying expertise
We draw on the considerable expertise within Shaw and Partners and from a wide variety of external sources to develop and implement investing strategies that will meet your individual circumstances and long-term objectives.
High compliance standards
Our business model mandates high compliance standards and minimises conflicts of interest. Our unrivalled emphasis on honour and integrity underpins our long-lasting partnerships with clients and high levels of client satisfaction.
Tailored to you
We endeavour to assess your personal circumstances to determine the best investment strategy for you. Whether you desire a lesser or greater participation in the management of your portfolio, we implement a rigorous process for all clients that is targeted towards understanding your financial goals (excluding execution only trades).*
We pride ourselves on delivering personalised strategies that target your needs and encapsulate your values.
* Shaw and Partners offers 'personal advice'. Not all clients require this and, depending on the level of service you require, you may receive 'general advice' or 'no advice'
Wide breadth of services
We offer a complete range of investment solutions and advise across the following asset classes and areas to produce personalised solutions, whatever your stage of life.
