Calificación
Australia
|
De 5 a 10 años
| https://www.shawandpartners.com.au/home
Sitio web
Índice de calificación
influencia
C
índice de influencia NO.1
Australia 4.13
LicenciasInstitución autorizada：Shaw and Partners Limited
Número de regulación：236048
Australia
shawandpartners.com.au Estados Unidos
VIP no activado
| Shaw and Partners Resumen de la revisión | |
| Fundada | 1995 |
| Región Registrada | Australia |
| Regulación | ASIC (Excedido) |
| Servicios | Gestión de patrimonio, Cuentas administradas por Shaw, planificación financiera, investigación de inversiones, asesoramiento corporativo, negociación institucional |
| Soporte al Cliente | Tel: +61 2 9238 1238 |
| Llamada gratuita: 1800 636 625 | |
Una empresa en Australia llamada Shaw and Partners ha estado operando desde 1995 y ofrece muchos servicios financieros, como gestión de activos, ayuda en inversiones y planificación financiera. Las soluciones personalizadas de EFG International ayudan tanto a personas como a empresas. Sin embargo, su estado de licencia actual es "Excedido".
| Pros | Contras |
| Amplia gama de servicios financieros | Regulación "Excedido" |
| Gran enfoque en asesoramiento personalizado y soluciones administradas | Tipos de cuentas complejos |
Sí, Shaw and Partners tiene una Licencia de Asesoramiento de Inversiones de la Comisión Australiana de Valores e Inversiones (ASIC). La tarjeta tiene el número 236048. Sin embargo, el estado actual de la licencia es "Excedido", lo que significa que ha caducado.
Shaw and Partners ofrece una variedad de servicios financieros tanto a personas como a organizaciones, que incluyen gestión de activos, planificación financiera, investigación de inversiones y asesoramiento corporativo.
| Servicios | Soportados |
| Gestión de Patrimonio | ✔ |
| Cuentas Administradas por Shaw | ✔ |
| Planificación Financiera | ✔ |
| Investigación de Inversiones | ✔ |
| Asesoramiento Corporativo | ✔ |
| Negociación Institucional | ✔ |
Los clientes siguen siendo propietarios de sus cuentas de inversión con Shaw Managed Accounts, que están gestionadas de manera profesional y son adaptables. Las cuentas se construyen utilizando carteras modelo o estrategias basadas en objetivos. Estas tácticas te ponen a cargo, clarifican las cosas y te ayudan a ahorrar dinero en impuestos.
| Tipo de Cuenta | Característica |
| Cuentas Administradas por Separado (SMA) | Cuentas individuales con carteras personalizadas que utilizan estrategias modelo seleccionadas; ofrece propiedad beneficiosa y transparencia. |
| Cuentas de Cartera Modelo | Cuentas construidas utilizando estrategias de inversión pre-diseñadas (18 opciones) adaptadas a los objetivos y perfil de riesgo de los clientes. |
| Carteras Basadas en Objetivos | Cuentas alineadas específicamente con los objetivos del cliente, como ingresos, crecimiento equilibrado o crecimiento agresivo. |
Based on my review of Shaw and Partners as an experienced trader, I have not found any direct or clear mention of inactivity fees in the available information on this broker. Shaw and Partners positions itself primarily as a provider of wealth management, financial planning, and advisory services, rather than operating as a typical retail forex broker. Their account structures, such as Separately Managed Accounts and Model Portfolio Accounts, are tailored for investment goals rather than high-frequency trading. Because of this investment-focused model, the issue of inactivity fees—which are common among retail forex brokers—may not be as relevant or may be handled differently here. However, what makes me cautious is the general lack of detailed disclosures about fee structures. This, coupled with their "Exceeded" regulatory status, increases the need for extra diligence. As a trader who values transparency and clarity, I always advise directly contacting the broker’s customer support for up-to-date, written confirmation about any inactivity fee policy before opening or maintaining an account. It’s essential to fully understand not only trading costs but also any potential charges that could accrue through periods of account inactivity, especially with firms whose fee schedules may differ from standard retail brokerage norms. When regulatory clarity is not ideal, I believe asking direct, documented questions is the safest approach.
Based on my in-depth review and personal experience with Shaw and Partners, I was unable to find any clear, published information about their minimum withdrawal amount for client accounts. This is an important point for me as a trader, because the transparency and accessibility of withdrawal policies directly affect my trust in a broker. In my experience, reputable and well-regulated brokers typically provide detailed information about such parameters either on their official website, client portal, or during the account opening process. However, while Shaw and Partners does hold an Australian Investment Advisory License, it’s crucial to note their regulatory status is currently marked as "Exceeded," which means their license has lapsed or is otherwise not fully in force. This raises some concerns about the ongoing oversight and clarity of their client-facing policies, including withdrawals. When a broker’s regulatory situation is ambiguous, I personally err on the side of caution and recommend confirming all withdrawal conditions directly with their customer support team before making a deposit or executing trades. My approach is always to avoid assumptions and seek specific, written confirmation to ensure funds' safety—especially when regulatory warnings or gaps are present. For me, knowing the fine details about withdrawals isn’t just a matter of convenience, but one of risk management.
Based on my personal experience as a trader, Shaw and Partners offers a few noteworthy benefits, but it’s important to approach them with caution. First, I’ve found that their range of financial services—spanning wealth management, investment research, and tailored portfolio solutions—provides genuine flexibility for traders and investors looking to diversify or seek professional input. The ability to access separately managed accounts and goal-based portfolios has helped me align my investments closely with my risk profile and long-term goals, which is a strong point for anyone serious about managing their assets carefully. Second, Shaw and Partners seem to place a clear emphasis on bespoke service and client relationships. When I interacted with their team, I noticed that their advisers took the time to understand my personal situation before recommending strategies, which is something I value highly in this industry. This focus on integrity and building lasting relationships adds a layer of reassurance, particularly when the market can sometimes feel impersonal. Lastly, the fact that Shaw and Partners is based in Australia and was formerly regulated by ASIC initially gave me some confidence in their operational standards compared to some offshore entities. However, I must stress that their current “Exceeded” license status is a significant concern and has influenced my decision to use them only for specific, limited strategies rather than as a core brokerage. In summary, their broad service offering, personalized advice, and established track record are beneficial, but these must be weighed against current regulatory uncertainties.
As an experienced forex trader, I approach evaluating brokers like Shaw and Partners with a critical eye, especially regarding reliability and security. Shaw and Partners has been operating in Australia since 1995, offering a suite of services ranging from wealth management to institutional dealing. Their long-standing presence might initially imply stability, and as of my research, the company did hold an Investment Advisory License from ASIC, Australia’s primary financial regulator. However, it’s imperative to note that the status of their ASIC license is listed as “Exceeded”—meaning it has expired or is otherwise no longer valid. For me, this immediately raises a significant concern. Regulatory oversight is vital for client protection; if a firm is no longer actively regulated, the safeguards that normally protect traders or investors—like dispute resolution and transparent reporting—may not apply. Even if their product range seems comprehensive, with managed accounts, model portfolios, and goal-based solutions, the regulatory uncertainties cannot be overlooked. In my view, the “medium potential risk” and the specifically flagged “suspicious overrun” and “suspicious scope of business” further heighten the caution I'd exercise. Although the firm advertises tailored solutions and positive customer support, the low overall trust score, paired with a lapsed license, makes me hesitate to consider them fully reliable or secure. My conservative stance is to prioritize brokers with current, robust regulation. For those serious about safeguarding their capital, I recommend exercising caution with Shaw and Partners until their regulatory standing is rectified.
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