Note
Australie
|
5 à 10 ans
| https://www.shawandpartners.com.au/home
Site officiel
Indice de notation
Influence
C
Indice d'influence NO.1
Australie 4.13
LicencesEntité agréée：Shaw and Partners Limited
N° de réglementation：236048
Australie
shawandpartners.com.au États-Unis
VIP n'est pas activé.
| Shaw and Partners Résumé de l'examen | |
| Fondé | 1995 |
| Région enregistrée | Australie |
| Régulation | ASIC (Exceeded) |
| Services | Gestion de patrimoine, Comptes gérés Shaw, planification financière, recherche en investissement, conseil d'entreprise, transactions institutionnelles |
| Support client | Tél : +61 2 9238 1238 |
| Numéro gratuit : 1800 636 625 | |
Une entreprise en Australie appelée Shaw and Partners existe depuis 1995 et propose de nombreux services financiers, tels que la gestion d'actifs, l'aide aux investissements et la planification financière. Les solutions personnalisées d'EFG International aident aussi bien les particuliers que les entreprises. Cependant, son statut de licence est actuellement "Exceeded".
| Avantages | Inconvénients |
| Large gamme de services financiers | Régulation "Exceeded" |
| Fort accent sur des conseils personnalisés et des solutions gérées | Types de compte complexes |
Oui, Shaw and Partners possède une licence de conseiller en investissement de la Commission australienne des valeurs mobilières et des investissements (ASIC). La carte porte le numéro 236048. Cependant, le statut actuel de la licence est "Exceeded", ce qui signifie qu'elle a expiré.
Shaw and Partners propose une gamme de services financiers aux particuliers et aux organisations, notamment la gestion d'actifs, la planification financière, la recherche en investissement et le conseil d'entreprise.
| Services | Pris en charge |
| Gestion de patrimoine | ✔ |
| Comptes gérés Shaw | ✔ |
| Planification financière | ✔ |
| Recherche en investissement | ✔ |
| Conseil d'entreprise | ✔ |
| Transactions institutionnelles | ✔ |
Les clients conservent toujours la propriété de leurs comptes d'investissement avec Shaw Managed Accounts, qui sont gérés de manière professionnelle et adaptables. Les comptes sont constitués à l'aide de portefeuilles modèles ou de stratégies basées sur des objectifs. Ces tactiques vous mettent aux commandes, clarifient les choses et vous font économiser de l'argent sur les impôts.
| Type de compte | Fonctionnalité |
| Comptes gérés séparément (SMA) | Comptes individuels avec des portefeuilles sur mesure utilisant des stratégies modèles sélectionnées ; offre une propriété bénéficiaire et de la transparence. |
| Comptes de portefeuille modèle | Comptes construits en utilisant des stratégies d'investissement préconçues (18 options) correspondant aux objectifs et au profil de risque des clients. |
| Portefeuilles basés sur des objectifs | Comptes alignés spécifiquement avec les objectifs des clients tels que le revenu, la croissance équilibrée ou la croissance agressive. |
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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