Shaw and Partners
Philip Pepe is a seasoned financial professional with extensive experience in equity research and portfolio management. Currently serving as a Senior Equities Analyst at Shaw and Partners since November 2021, Philip previously held roles including Head of Industrials Research and Senior Research Analyst at Blue Ocean Equities, where work focused on Australian small and mid-cap stocks. Philip's career includes positions such as Private Wealth Manager at SHAW Stockbroking, Senior Research Analyst at Deutsche Bank, and Portfolio Manager at Macquarie Funds Group. Additionally, a significant part of Philip's career involved academia, serving as a lecturer and task force member at the Financial Services Institute of Australasia and as Chief Examiner for Investments at the Institute of Actuaries of Australia. Philip holds multiple qualifications, including Chartered Financial Analyst from the CFA Institute and Fellowship of the Institute of Actuaries of Australia, supported by a Bachelor of Commerce (Hons) from the University of Melbourne.
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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.