Shaw and Partners Appoints CIO to Drive Growth

Shaw and Partners today announced it has appointed Martin Crabb as its new Chief
Investment Officer (CIO), accelerating the company’s product and service development for
its clients.
Mr Crabb has been Shaw and Partners’ Head of Research for six years, but his significant
experience in the development of investment solutions for clients as well as the creation of
model portfolios was instrumental in his appointment to the important CIO role.
Shaw and Partners’ Head of Equities, Mike Ryan, will assume responsibility for the
institutional and research functions within the business.
Shaw and Partners’ Co-CEO, Earl Evans, said Shaw and Partners has developed to a point
where its investment offering is now significantly broader and its advisers are providing
more comprehensive advice to their clients.
He said it was now very important for Shaw and Partners to have a dedicated CIO to meet
the expanded needs of the company and both advisers and their clients.
“We have been allocating significant resources, for some time, to ensure we have the right
mix of investment choices for both our advisers and our clients and we have made the
decision that this needs to be strategically overseen by someone with the knowledge and
the experience to broaden both the reach and the scope of our advice and our product
offerings.”
Mr Evans said Mr Crabb’s significant experience meant it made sense to promote him into
this key role within an organisation that he knows so well. In his new role he will be
responsible for setting investment philosophy and strategy as well as driving investment
decisions and taking a more commercial approach with institutional clients, allowing the
organisation to meet and exceed all of its client’s expectations.
He said Mr Crabb would also take a lead role in leading the branding and marketing
direction of Shaw and Partners.
Mr Evans said Shaw and Partners had been developing increased investment capabilities
for some time and the 46 advisers who have joined Shaw and Partners during the past two
years were highly qualified and had deeper relationships with their clients.
Shaw and Partners is one of Australia’s preeminent investment and wealth management firms.
With a national presence and $12 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.
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The company is privately owned and client focused, having helped clients manage and grow their financial assets for more than 25 years. Shaw and Partners’ emphasis on integrity and high compliance standards enables it o achieve very high levels of client satisfaction, while unlocking opportunities of significant value.
“We have been able to attract some of the best advisers and institutional investment specialists in the market because we have been very clear from the outset that we want to provide our clients with an evolving, comprehensive and value enhancing offering,” Mr Evans said.
“Having someone with Martin’s experience overseeing this most important function in our business means we are well placed to continue to grow our services to clients and the support we provide to our advisers.”

Shaw and Partners