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Shaw and Partners外匯交易平臺怎麽樣,正規靠譜嗎?

WikiFX | 2026-04-20 22:16

摘要:  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”.

Shaw and Partners Review Summary
Founded1995
Registered RegionAustralia
RegulationASIC (Exceeded)
ServicesWealth management, Shaw Managed Accounts, financial planning, investment research, corporate advisory, institutional dealing
Customer SupportTel: +61 2 9238 1238
Toll-Free: 1800 636 625

Shaw 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”.

Shaw and Partners' homepage

Pros and Cons

ProsCons
Wide range of financial services“Exceeded” regulation
Strong focus on tailored advice and managed solutionsComplex account types

Is 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.

Exceeded ASIC license

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.

ServicesSupported
Wealth Management✔
Shaw Managed Accounts✔
Financial Planning✔
Investment Research✔
Corporate Advisory✔
Institutional Dealing✔
Shaw and Partners Services

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 TypeFeature
Separately 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.
Account Type

相關交易商

監管中
Shaw and Partners
公司名稱:Shaw and Partners Limited
天眼評分
5.12
官方網址:https://www.shawandpartners.com.au/home
5-10年 | 澳大利亞監管 | 衍生品交易許可 (STP) | 展業區域存疑
天眼評分
5.12

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