Pontuação
Austrália
|
5-10 anos
| https://www.shawandpartners.com.au/home
Site oficial
Índice de classificação
Influência
C
Índice de impacto NO.1
Austrália 4.13
LicençasInstituições Licenciadas：Shaw and Partners Limited
Certificado de Regularidade：236048
Austrália
shawandpartners.com.au Estados Unidos
VIP não está ativado.
| Shaw and Partners Resumo da Revisão | |
| Fundação | 1995 |
| Região Registrada | Austrália |
| Regulação | ASIC (Excedido) |
| Serviços | Gestão de patrimônio, Contas Gerenciadas Shaw, planejamento financeiro, pesquisa de investimentos, consultoria corporativa, negociação institucional |
| Suporte ao Cliente | Tel: +61 2 9238 1238 |
| Gratuito: 1800 636 625 | |
Uma empresa na Austrália chamada Shaw and Partners está presente desde 1995 e oferece muitos serviços financeiros, como gestão de ativos, auxílio em investimentos e planejamento financeiro. Soluções personalizadas da EFG International ajudam tanto pessoas quanto empresas. No entanto, seu status de licença atual é "Excedido".
| Prós | Contras |
| Ampla gama de serviços financeiros | Regulação "Excedido" |
| Foco forte em aconselhamento personalizado e soluções gerenciadas | Tipos de conta complexos |
Sim, Shaw and Partners possui uma Licença de Consultoria de Investimentos da Comissão Australiana de Valores Mobiliários e Investimentos (ASIC). O cartão tem o número 236048 nele. No entanto, o status atual da licença é "Excedido", o que significa que expirou.
Shaw and Partners oferece uma variedade de serviços financeiros para pessoas e organizações, incluindo gestão de ativos, planejamento financeiro, pesquisa de investimentos e consultoria corporativa.
| Serviços | Suportado |
| Gestão de Patrimônio | ✔ |
| Contas Gerenciadas Shaw | ✔ |
| Planejamento Financeiro | ✔ |
| Pesquisa de Investimentos | ✔ |
| Consultoria Corporativa | ✔ |
| Negociação Institucional | ✔ |
Os clientes ainda possuem suas contas de investimento com Shaw Managed Accounts, que são gerenciadas de forma profissional e adaptáveis. As contas são construídas usando carteiras modelo ou estratégias baseadas em objetivos. Essas táticas colocam você no controle, tornam as coisas claras e economizam dinheiro em impostos.
| Tipo de Conta | Característica |
| Contas Gerenciadas Separadamente (SMA) | Contas individuais com carteiras personalizadas usando estratégias modelo selecionadas; oferece propriedade benéfica e transparência. |
| Contas de Carteira Modelo | Contas construídas usando estratégias de investimento pré-designadas (18 opções) correspondentes aos objetivos e perfil de risco dos clientes. |
| Carteiras Baseadas em Objetivos | Contas alinhadas especificamente com os objetivos do cliente, como renda, crescimento equilibrado ou crescimento agressivo. |
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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