Tom Weber Email & Phone Number

- Develop a relationship with an investment adviser who keeps me on track with great advice- Execution services for listed ASX or international shares- Implementation of Not-for-profit (NFP), corporate and estate investment mandates- Goals based investing - Operating managed accounts for HNW clients with a focus on multi-asset strategies; Australian, international, income and debt securities- Corporate advice for an IPO / capital raising- Shaw and Partners investment research

Listed skills include Equities, Investments, Portfolio Management, Wealth Management, and 16 others.

• 

  Investment Adviser

  Shaw And Partners Limited

  May 2009 - Present

  Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. With a national presence and approximately $10 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm with the resources and scale of a major financial group. We are privately owned and client focused, having helped our clients manage and grow their financial assets for over 25 years. Our emphasis on integrity and high compliance standards has… Show more Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. With a national presence and approximately $10 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm with the resources and scale of a major financial group. We are privately owned and client focused, having helped our clients manage and grow their financial assets for over 25 years. Our emphasis on integrity and high compliance standards has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value. Now, backed by fresh thinking, robust research and 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. Show less