Shaw and Partners GP Wealth
Private wealth advice for executives, founders and partners.
Active portfolio management, access to private markets and tax-aware strategy – from a Sydney team that has worked together for more than a decade.
Grow and Preserve.
Our philosophy is simple: grow your wealth with conviction, and protect what you have already built.
We combine Shaw and Partners' research with a specialist advisory team to build portfolios around your goals, your tax position and your stage of life. Every recommendation is made with the long term in mind.
What we do
Three ways we build and protect wealth.
Portfolio management
Active management of Australian and global equities, managed funds and fixed income, through advisory, SMA and discretionary mandates.
02Private markets access
Pre-IPO rounds, private credit and unlisted opportunities sourced through Shaw and Partners and our specialist partners.
Available to wholesale clients only.
03Tax-aware strategy
Investment strategy for SMSFs, family trusts and companies – including CGT-aware portfolio transitions and reinvestment after a liquidity event.
Who we work with
Advice built around how you earn and hold wealth.
Senior executives
Managing concentrated holdings and equity compensation, and diversifying without giving away more to tax than necessary.
Founders
Planning before and after a sale, IPO or capital raise – and putting the proceeds to work with discipline.
Partners and professionals
Turning partnership distributions and super contributions into a long-term portfolio across personal, trust and SMSF structures.
100+
years of combined investment market experience
10+
years much of the team has worked together
AFSL
236 048 – part of Shaw and Partners, with its research, execution and capital markets platform
The team
A whole-team approach.
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Brendon Gleeson
Senior Private Wealth Manager
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Basil Byrne-Smith
Senior Investment Adviser
-
Peter Simpson
Discretionary Portfolio Manager
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Barton Lynch
Private Wealth Adviser
-
Andrew Wawn
Senior Investment Adviser
-
Stephen Thomas
Senior Investment Adviser
-
Edward Hoare
Associate Adviser
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Carmela Kyle
Relationship Manager
Start with a conversation.
Arrange an obligation-free initial consultation with one of our advisers, in person at Chifley Tower or by video.
Level 7, Chifley Tower
2 Chifley Square
Sydney NSW 2000