Powered by MOMENTUM MEDIA

Shaw and Partners announces Praemium partnership

By Reporter
 — 1 minute read

Investment and wealth management company Shaw and Partners has partnered with Praemium to launch a new managed account solution for its clients.

The new solution is intended to offer clients access to a professionally-managed portfolio of investments. The launch comes as Shaw and Partners looks to offer a “full suite of products and services”. 

The firm launched two separate investment model portfolio options with the roll-out of its separately managed account (SAM) platform, with one geared toward investors with a moderate risk appetite and the other designed for investors with a conservative investment strategy.

Advertisement
Advertisement

The new managed account solution builds on Shaw and Partners’ $2 billion of assets already held in the Praemium platform. The firm in total manages $10 billion in funds under advice, the statement said.

“An SMA allows our advisers to deliver portfolio management to their clients in a more efficient way and at a lower cost than the traditional broking model,” Shaw and Partners' head of private wealth, Earl Evans, said.

“Providing a holistic and comprehensive client experience is Shaw and Partners’ primary aim and we will continue to partner with strong and reputable firms to ensure we continue to meet our clients’ and our advisers’ needs.”

 

Read more: 

Aus Unity changes gear on mortgage funds

Chinese outlet malls offer growth potential

Western markets more 'radical' than Japan

AMP Capital announces new board chair

Banking industry ‘welcomes’ government invitation

The ifa Excellence Awards are back in 2021 and nominations are now open!

This prestigious accolade recognises exceptional professionals within the financial advice industry, shining a light on the outstanding achievements from the nation's best and brightest. If this sounds like you or someone you know, then nominate today for the ifa Excellence Awards 2021! ifa.com.au/excellence-awards

 

Shaw and Partners announces Praemium partnership
investordaily image
ID logo

 

related articles

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.