Suhas Mahajan

Senior Investment Advisor at Shaw and Partners

Suhas Mahajan is a seasoned finance professional with over three decades of extensive experience in wealth management and advisory roles across multiple global institutions. Currently serving as a Senior Investment Advisor at Shaw and Partners Limited since June 2018, Suhas specializes in self-managed superannuation funds (SMSF), trading strategies, and both international and Australian shares. Previous roles include a Senior Wealth Advisor at Macquarie Group, a Sr Vice President at Morgan Stanley Wealth Management, and a Financial Advisor at Merrill Lynch. Suhas also held prominent positions at Citibank India and Citibank Dubai, focusing on wealth management and treasury product sales. Educational credentials include a Graduate Diploma of Financial Planning from Kaplan Professional, a Master's in International Management from Thunderbird School of Global Management, and a Bachelor of Science from the University of Poona.

Location

Sydney, Australia

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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.


Headquarters

Sydney, Australia

Employees

201-500

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