Shaw and Partners
Stephen Lyle, CFA, is a seasoned financial professional with extensive experience in portfolio management and investment advisory services. Currently serving as a Senior Portfolio Manager at Shaw and Partners since December 2022, Stephen previously held positions as a Portfolio Manager at Fortrend Securities Pty Ltd, President of Lyle Investment Management, and Private Wealth Manager at Merrill Lynch. Additional experience includes roles as a Guided Portfolio Manager at Morgan Stanley Smith Barney and a Commercial Real Estate Advisor at Investment Real Estate Associates, where notable achievements involved structuring significant financing and managing client portfolios during the Global Financial Crisis. Stephen's earlier career involved promoting U.S. economic interests as an Economic Fellow at the United States Embassy in Berlin and gaining insights into German politics as a Political Intern at Deutscher Bundestag. Stephen holds a Bachelor of Science in International Business from Pepperdine University.
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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.