Shaw and Partners
Jules Cooper, CFA, is a Senior Analyst at Shaw and Partners since October 2020, previously serving as a Senior Research Analyst at Ord Minnett from February 2014 to September 2020. Cooper has extensive experience in research and investment roles, including positions at GMP Securities and Wilson HTM Investment Group in Institutional Research Sales, as well as Associate Director of Australian Equity Research Sales at Macquarie Group. Early career experience includes a Vice President role at Citi Investment Research and a Research Analyst position at QIC. Additionally, Jules completed a significant charity cycle expedition, covering 33,000 km to support various initiatives. Educational qualifications include the CFA Programme, CPA Program, and a Bachelor of Business from Queensland University of Technology.
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Shaw and Partners
Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. With a national presence and over $30 billion of 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 $260 billion of assets. At Shaw and Partners we offer tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates and charities. We are client focused, having helped our clients manage and grow their financial assets for over 35 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value. Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients. Shaw and Partners offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers. By working closely with clients and targeting their needs, we have forged strong long-term relationships. So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone. We welcome you to Shaw and Partners. Your partners in building and preserving wealth.