Shaw and Partners Financial Services

Chris Smith, Head of Private Wealth at Shaw and Partners Financial Services, recently joined a panel at the Australian Wealth Management Summit in Sydney to discuss the growing challenges advisers face in navigating an increasingly complex flow of information. Chris highlighted the importance of understanding what clients truly need, particularly as new investment products, market volatility, geopolitical risks and AI-driven content make it more difficult to separate reliable information from noise. “Information flow is faster than ever, and if you get closer to the client then you will be better equipped to respond to these inevitable changes.” Read the full article: https://lnkd.in/gYXD3VG6

Congratulations to Northbridge FC, proudly supported by Shaw and Partners Financial Services and coached by our Chief Investment Officer, Martin Crabb, on being crowned NSFA Men’s Premier League Club Champions! Founded in 1952, Northbridge FC is one of Australia’s largest community football clubs, with more than 2,500 playing members. The club has a proud history of developing football talent and supporting the local community, and Shaw and Partners has been proud to support Northbridge FC since 2016. Congratulations to Martin and everyone at Northbridge FC on a fantastic season.

Julia Lee, Investment Director at Shaw and Partners Asset Management, sat down with CNBC to discuss why Australia’s energy and commodities sector could be a hidden AI play. Julia highlighted commodities as “one bright area” of the Australian equity market and expects Australian energy companies to outperform in the upcoming earnings season. Watch the full interview: https://lnkd.in/gay5qenY Shaw and Partners Financial Services #AustralianEquities #Commodities #ArtificialIntelligence #ShawandPartners #AssetManagement

Shaw and Partners Financial Services is proud to be Match Day Partner for the West Coast Eagles' Round 22 clash against Collingwood this Sunday, supporting Telethon7's AFL Impact Round. Telethon has been changing the lives of children and families across Western Australia for decades, funding life-changing programs, specialised equipment and vital medical research. As part of the day, West Coast Eagles players will wear a special warm-up tee before the match, proudly supported by Shaw and Partners. Designed by Telethon Champion Matilda Pitts and inspired by her own journey, the artwork represents hope, courage, resilience and inclusion. You can read Matilda’s story here – https://lnkd.in/gkNfu_M5. The player-worn tees will be auctioned during and after the game, with proceeds supporting Telethon. Supporters can also purchase virtual seats, with 100% of proceeds going directly to Telethon. https://lnkd.in/gubrsvp3 We look forward to a great day at Optus Stadium and wish both teams the very best for Sunday's match.

Shaw and Partners Financial Services is proud to announce the opening of its new Auckland office, marking an important milestone in the continued growth of the firm's New Zealand business. The new office reflects the momentum of our business, our confidence in the opportunities ahead, and our long-term commitment to clients across New Zealand. It provides a modern environment for our team to collaborate, grow, and continue delivering exceptional advice and service. We thank everyone who contributed to bringing this project to life and look forward to the next chapter for Shaw and Partners New Zealand.

Shaw and Partners Financial Services is delighted to welcome Wim Steemers as Portfolio Manager, Australian Equities, at Shaw and Partners Asset Management. With more than 25 years of experience across asset management, family offices and management consulting, Wim brings extensive expertise in portfolio management and portfolio construction, fundamental investment research, behavioural finance, fundamental and quantitative investing and in-depth company research. Prior to joining Shaw and Partners, Wim was Portfolio Manager & Head of Research at AL Capital, where he managed equity portfolios, led research activities and helped build institutional investment infrastructure. He has also held senior investment roles at Colonial First State Global Asset Management, Macquarie Asset Management, and Bernstein Value Equities in New York and London. Wim's appointment further strengthens the investment capability of Shaw and Partners Asset Management, and we are pleased to welcome him to the team.

Shaw and Partners Financial Services' parent company, EFG International, has delivered another strong half-year result. EFG recorded net profit of CHF 184.6 million (A$324m) for the first half of 2026, with Assets under Management totalling CHF 196.3 billion (A$345bn), an increase of 6.2% since the end of 2025, driven by strong net new asset inflows. These results reflect continued organic growth, successful acquisitions and the strength of the broader EFG Group. Read the full media release here: https://okt.to/IgFWxO

We are thrilled to announce that Shaw and Partners Financial Services is now the Naming Rights Partner of Women Racing, following the official launch of our new partnership on Sydney Harbour yesterday. Women Racing is one of Australia's leading elite female sailing teams, bringing together Olympians, world champions and internationally recognised sailors with a mission to champion excellence, teamwork and greater representation for women in professional sailing. More than just a racing team, Women Racing is helping create more opportunities for women to compete and succeed at the highest levels of the sport, while inspiring the next generation of female sailors. As Shaw and Partners Women Racing, the team will represent Australia at the inaugural New York Yacht Club Women's International Championship, to be held from 12 to 19 September 2026 in Newport, Rhode Island, USA. Competitors will race in identical boats, ensuring the focus remains on teamwork, tactics and sailing performance. Backing talented people has always been part of what we do at Shaw and Partners, and we are extremely proud to support this team as they begin their first international campaign. Read full story: https://lnkd.in/gnxuhdF8

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Welcome to the September Quarter Edition of Shaw and Partners Financial Services Investment Perspectives. Technology continues to redefine the investment landscape. Artificial intelligence is no longer simply a disruptive innovation confined to the technology sector. It is becoming the infrastructure underpinning the next generation of economic growth. At the same time, investors continue to navigate resilient earnings, geopolitical uncertainty, evolving central bank policy and an expanding AI investment cycle. Investment Perspectives brings together our latest market and asset allocation views, insights from leading fund managers, and high-conviction research ideas, with a clear focus on practical application. In a more uncertain and volatile environment, maintaining discipline, diversification and a well-defined investment framework remains critical. INSIDE THIS ISSUE – Market Outlook: September Quarter 2026: Martin Crabb, Chief Investment Officer –  Our views on asset allocation: Maria Zapata, CFA, Senior Investment Analyst –  How technology is shaping markets: Jules Cooper, CFA, Senior Research Analyst –  Harvesting value from global disruptive change: Loftus Peak –  The wall around AI's winners: Pengana Capital Group –  The human advantage in the AI era: Chris Smith, Head of Private Wealth –  Budget 2026: Maria Moshonas, Head of Financial Planning –  Q2 2026 performance: Hansheng Zhang, Investment Analyst –  Shaw and Partners Foundation: Going the distance for Achilles Adelaide –  Stock ideas To receive a copy, speak to your Shaw and Partners Adviser or contact us via https://lnkd.in/gKVrxG3 This document has been prepared without taking account of your objectives, financial situation or needs. Accordingly, before acting on any advice, you must consider the appropriateness of the advice having regard to your personal circumstances. If the advice we have provided relates to the purchase or possible purchase of a particular financial product, you should obtain a Product Disclosure Statement relating to the product and consider it carefully.