Alex Henderson joined Shaw and Partners in 2015 as a Private Wealth Adviser, having previously worked at Praemium and Goldman Sachs JBWere. Alex manages his clients’ affairs with complete professionalism and dedication, achieving the best possible financial outcomes to meet clients’ goals.
In total, Alex has over 23 years of experience in the Financial Services industry, delivering investment advice on a wide range of areas, including equity trading, portfolio and risk management, bonds, fixed interest and superannuation.
Alex collaborates closely with fellow Investment Adviser Ben Morrissey, forming a disciplined and effective investment advisory team.
Alex also works with internal and external parties to advise clients on their holistic financial situation and develop a comprehensive strategy for safeguarding and building their wealth.
With a thorough understanding of financial markets and strategic long-term financial planning, Alex constructs and carefully manages the investment portfolios of a select group of private clients and trusts.
His advice is personalised and backed by responsible decision-making and careful analysis. Alex is attentive to individuals’ needs, no matter how simple or complex.
His areas of expertise are broad and include:
- Investment advice, wealth creation strategies
- Portfolio management and administration
- Financial planning strategies
- Specialist retirement planning, superannuation advice and investment advice
tailored for SMSF’s - Estate planning considerations | Debt management strategies | Ongoing review services
“I work with individuals, families and businesses to provide effective solutions that preserve and grow wealth”.
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Alex’s careful but proactive approach means he can manage clients’ investments and recommend effective wealth generating opportunities for the long term.
His success has been built on deep knowledge of asset markets, careful investigation of each client’s goals and his extensive professional network, which enable him to access the latest ideas and recommend bespoke investment plans.
Alex prides himself on his ability to form close and long-lasting partnerships with clients, to whom he offers the complete spectrum of investment strategies tailored to build and preserve wealth. Alex backs all his recommendations with a full account of risks and rewards and solidifies his partnership with clients through diligent ongoing support and advice.
Alex’s expertise encompasses equity portfolio construction. He can skillfully diversify portfolios across top quality Australian blue chip companies (ASX Top 50) through to mid-sized companies (ASX Top 200), backed by Shaw and Partners’ specialist research in emerging and mid-cap companies.
Alex can assist with:
- Asset allocation and risk management
- Dividend franking to yield income to supplement capital growth
- Use of alternative asset classes (ETF, Managed Funds) to diversify clients’ portfolios
Shaw and Partners & EFG International Support
As a part of Shaw and Partners, backed by EFG International, Alex leverages extensive resources and world-class research capabilities to provide comprehensive services like wealth creation strategies, superannuation and retirement planning, and meticulous portfolio oversight
- Bachelor of Business (Economics and Finance)
- Certified Financial Planner
- Diploma of Financial Planning | Graduate Diploma of Finance
- ASX Accreditation for Self-Managed Super Funds