About Shaw and Partners

Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms

About Us

Welcome to Shaw and Partners, a highly respected investment advisory business with over 35 years of history in helping our clients grow generational wealth. At Shaw and Partners, we focus on providing wealth management experience that our clients value and trust, blending expertise, personalised service, and long-term investment discipline.

Our Philosophy

Our approach begins with you—the individual. We believe in working closely with every client to understand who you are, your financial goals, and how best to tailor an investment strategy for you. Each client is assigned a dedicated Shaw and Partners investment adviser who ensures complete transparency and, clear communication, and is readily available to assist at every stage.
We take a prudent, long-term view on investing, derived from decades of navigating market highs and lows. We emphasise capital diversification, risk management, and keeping the investment process straightforward and easy to comprehend. We keep things simple: be prudent, be careful, and do what is right for your money.

Expertise and Offering

The Shaw and Partners team consists of seasoned investment professionals and fund managers with extensive knowledge of navigating investment markets. Our services include portfolio advice, asset allocation and, financial asset and manager selection, alongside timely market insights. We develop customised portfolios aligned with your best interests, combining managed funds and direct investments to deliver reliable and solid returns.

Building Trust Through Experience

Founded in 1989 as Jarden Morgan Investment Services, the company rebranded as JMIS in 2005 and then to JMI Wealth in 2018. Throughout these transitions, our experienced directors have remained actively involved, ensuring consistent stewardship and high-quality service. Our business thrives on client referrals which are an outcome of our focus on honesty, integrity, and socially responsible investing. Today, we manage almost $2.5 billion across a diverse client base. 

On 1 July 2025, Australian-based Shaw and Partners Limited acquired a majority stake in Investment Services Group (ISG), the parent company of JMI Wealth. Following this acquisition, we decided to retire the JMI Wealth brand on 1 October 2025 and adopt the Shaw and Partners Financial Services Limited name in New Zealand. 

This change reflects our enhanced access to global markets and research, through Shaw and Partners and in turn their parent company EFG International. Despite retiring the JMI Wealth name, the dedication, expertise, and client-focused approach you have come to expect will continue under the Shaw and Partners banner.

Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms. With a growing presence across Australia and now New Zealand, and more than NZD 47 billion in assets under advice, Shaw and Partners combines the intimacy of a boutique investment firm with the resources and scale of its parent company. Shaw and Partners is owned in turn by Swiss-based private bank EFG International, which manages approximately NZD 330 billion in assets and is listed on the Swiss Stock Exchange

This strategic partnership positions us strongly for long-term growth and enhanced client service across both countries.

Who We Serve

We proudly serve a broad spectrum of clients including high net worth individuals, trustees, family offices, charitable trusts, superannuation funds, iwi, savers and smaller investors. Our clients value our discreet and personalised approach to growing wealth sustainably over time.

If you are seeking a trusted partner to help build long-term wealth, with a commitment to integrity and service, then we invite you to connect with us for a confidential conversation.

We welcome you to Shaw and Partners. Your partners in building and preserving wealth.