Shaw and Partners
Peter Simpson is a seasoned financial professional with extensive experience in wealth management and portfolio management. Currently, Peter serves as a Senior Private Wealth Advisor and Discretionary Portfolio Manager at Shaw and Partners Limited since November 2020. Prior to this, Peter held the position of Discretionary Portfolio Manager and Equity Partner at WILSONS from July 2010 to November 2020. Previous roles include Director at UBS Wealth Management, Senior Investment Advisor at Macquarie Group, and Private Client Advisor at Wilsons Advisory and Stockbroking Limited. Peter began a career in finance as a Securities Lending Trader at Bankers Trust from 1996 to 1999. Peter's educational foundation was established at SHORE from 1986 to 1992.
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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.