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Simon Fritsch is listed as Senior Private Client Adviser at Shaw and Partners | 25+ Years in Wealth Management | Expert in Customised Investment Strategies & Portfolio Management | Committed to Client Success at Shaw and Partners Limited, a company with 308 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at crestone.com and a matched LinkedIn profile for Simon Fritsch.
Simon Fritsch previously worked as Senior Private Wealth Adviser at Shaw And Partners Limited and Founding Partner & Investment Adviser at Crestone Wealth Management. Simon Fritsch holds Bachelor, Business (Marketing) from Monash University.
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I bring over 25 years of experience in wealth management, dedicated to achieving the best possible financial outcomes for my clients. Shaw and Partners is one of Australia’s preeminent investment advice and wealth management firms, with a national presence and $33 billion in assets under advice. We offer the intimacy of a boutique investment firm, backed by the resources and scale of a major global financial group, EFG International, which manages over $275 billion in assets. Our commitment to excellence is reflected in the financial solutions we provide and the relationships we cultivate with our clients. At the core of our success is a dedication to integrity, expertise, and a genuine passion for making a positive difference in our clients' lives.My expertise spans a wide range of areas, including growth investing, portfolio management, and asset allocation. With a strong background in equity research, I focus on both Australian and international equities, complementing my portfolios with managed investments like fixed interest and private markets.I take pride in my thorough understanding of financial markets and my strategic approach to constructing and managing investment portfolios for a select group of sophisticated investors, institutional clients, and trusts. Whether my clients seek to protect their wealth or pursue high levels of financial performance, I ensure that my advice is tailored to their unique needs, supported by responsible decision-making and careful analysis.At Shaw and Partners, we have 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. Our goal is simple: to listen to you, then act according to your needs alone.Our key areas of expertise include:- Provision of tailored personal advice- Portfolio management and administration- Australian and international direct shares- Wholesale managed fundsLet’s connect to explore how I can help you or your clients achieve your financial aspirations.
Listed skills include Wealth Management, Investments, Equities, Portfolio Management, and 32 others.
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Melbourne, Victoria, Australia
Shaw and Partners is one of Australia’s preeminent investment advice and wealth management firms. With a national presence and $33 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 $275 billion of assets..
Melbourne, Victoria, Australia
Crestone Wealth Management was founded in 2015 with the mission to focus on providing high-net-worth wealth management to sophisticated investors.Crestone was created from the acquisition of UBS Wealth Management Australia, a company with an 80-year heritage and more than $20 billion of client assets under management.The team currently has over 80.
Melbourne, Victoria, Australia
UBS was founded in 1862 with the mission to guide people towards a brighter future for their investments, their business, and eventually their family.Since its inception, the team has grown to have over 66,000 employees who collaborate in all major financial centres across 50 countries.UBS was the preeminent wealth management firm in Australia and the.
Other employees you can reach at shawandpartners.com.au. View company contacts for 308 employees →
Jacqui Chard
Colleague at Shaw And Partners Limited
Sydney, New South Wales, Australia, Australia
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Tim Bennett
Colleague at Shaw And Partners Limited
Greater Perth Area, Australia
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Tim Delaney
Colleague at Shaw And Partners Limited
Greater Sydney Area, Australia
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Gerry Williams
Colleague at Shaw And Partners Limited
Greater Melbourne Area, Australia
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JC
Joel Cusack
Colleague at Shaw And Partners Limited
Melbourne, Victoria, Australia, Australia
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DS
Daniel Schuster
Colleague at Shaw And Partners Limited
Australia, Australia
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Sonya Domazetovski
Colleague at Shaw And Partners Limited
Greater Sydney Area, Australia
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TK
Tom Kenyon Msiaa
Colleague at Shaw And Partners Limited
Canberra, Australian Capital Territory, Australia, Australia
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VP
Viral Pandya
Colleague at Shaw And Partners Limited
Greater Sydney Area, Australia
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AR
Adam Russo
Colleague at Shaw And Partners Limited
Greater Perth Area, Australia
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Quick answers generated from the profile data available on this page.
Simon Fritsch works for Shaw and Partners Limited.
Simon Fritsch is listed as Senior Private Client Adviser at Shaw and Partners | 25+ Years in Wealth Management | Expert in Customised Investment Strategies & Portfolio Management | Committed to Client Success at Shaw and Partners Limited.
AeroLeads has found 1 work email signal at @crestone.com for Simon Fritsch at Shaw and Partners Limited.
Simon Fritsch is based in Melbourne, Victoria, Australia while working with Shaw and Partners Limited.
Simon Fritsch has worked for Shaw And Partners Limited, Crestone Wealth Management, and Ubs.
Simon Fritsch's colleagues at Shaw and Partners Limited include Jacqui Chard, Tim Bennett, Tim Delaney, Gerry Williams, and Joel Cusack.
You can use AeroLeads to view verified contact signals for Simon Fritsch at Shaw and Partners Limited, including work email, phone, and LinkedIn data when available.
Simon Fritsch holds Bachelor, Business (Marketing) from Monash University.
Simon Fritsch is listed with skills including Wealth Management, Investments, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Financial Advisory, and Fixed Income.
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