EFG in Perth

Wherever you are in the world, you are never far from one of our experts


Shaw and Partners

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Our approach

At EFG, we are there for you, whenever and wherever you need us. It’s why we operate in 40 locations worldwide, to make sure we’re never too far away. We take the time to truly understand your needs and we think ahead to ensure that the next steps we take always lead in the right direction – to your success. By giving our CROs the freedom to make smarter choices for each individual client’s needs, you’ll experience private banking that is uniquely built around you.

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Financial Place

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

With a national presence and over $27 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.

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 30 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.