Shaw and Partners SMA platform surpasses $3 billion in Funds Under Management

Shaw and Partners Financial Services

Shaw and Partners is proud to announce that its Separately Managed Account (SMA) platform has now surpassed $3 billion in Funds Under Management (FUM). Over the past twelve months alone, more than $680 million in new net assets have been added, driven by strong client inflows and positive investment performance.

Launched in 2016 in partnership with Praemium, the Shaw and Partners SMA offering began with two flagship portfolios in Australian equities and hybrid income. Built on the principles of transparency, efficiency, and client focus, the platform has since expanded into a comprehensive suite of 18 portfolios spanning Australian and global equities, debt securities and hybrids, small caps, liquid alternatives, and goals-based solutions. Advisers and clients now regard the SMA platform as a cornerstone investment solution, providing access to best-in-class managers with consolidated reporting and operational efficiency.

The strength of the platform is underpinned by the calibre of external fund managers it offers access to — including EFG, Munro Partners, T. Rowe Price, ClearBridge, Australian Ethical and Bennelong — alongside Shaw and Partners’ own in-house strategies. This breadth ensures clients benefit from world-class investment expertise across multiple asset classes.

This milestone also reflects the recognition Shaw and Partners has received across the industry. In 2023, the firm was honoured as the winner of the Australian Fixed Interest category at the IMAP Managed Account Awards. In 2024, Shaw and Partners was named a finalist in four categories: Australian Equities, Fixed Income, Licensee Managed Account, and Multi-Asset. These accolades highlight the quality and depth of the managers and strategies available through the SMA suite, and reinforce Shaw and Partners’ position as a leader in the managed accounts space.

This milestone also recognises the leadership of Martin Crabb, Chief Investment Officer, who has been instrumental in driving the SMA initiative since its inception. His vision and stewardship have been central to the platform’s growth and success. Martin commented: “We are very pleased to have reached this milestone, which reflects the quality of managers we have assembled and the breadth of choice available to our clients. A big thank you goes to our investment team, our portfolio services team and our advisers for their contribution to this success.”

Chris Smith, National Head of Private Wealth at Shaw and Partners, added: “The growth in our SMA business has been outstanding and strongly endorsed by advisers and clients seeking access to best-in-class managers. We are now looking to further expand the SMA offering in Australia, drawing on the knowledge and capabilities of Shaw and Partners New Zealand following the acquisition of ISG.”

About Shaw and Partners 

Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms. With a growing footprint across Australia and New Zealand, and more than $47 billion in assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major global financial group, EFG International, managing over $310 billion of assets.

Enrico Barbieri
Head of Marketing