Shaw and Partners raids Wilsons private wealth team News18 Nov 2020

Shaw and Partners is going to need a few more desks in its Sydney office.

 

Street Talk understands the stockbroking and advisory firm has raided Wilsons' private wealth arm, snaring five advisers and three support staff in one fell swoop.

 

It is understood wealth advisers Brendan Gleeson, Peter Simpson, Stephen Thomas, Andrew Wawn and Basil Bryne-Smith have all jumped ship to Shaws, as well as support staffers Michelle Muller, Luke King and Barton Lynch.

 

The team, on average, have been at Wilsons for ten years and it is understood were generating about $7 million annual revenue between them for the Brad Gale-helmed firm.

 

They will join Shaws' rapidly-expanding private wealth team, which has grown in the past five years to now manage $20 billion in assets, from $5 billion. It is understood the eight incoming operatives will all be based out of Shaws' Sydney office.

 

“Whenever you get top quality practitioners such as this group join your firm it really is a privilege and something we never take for granted," Shaws co-ceo Earl Evans told this column.

 

"We are thrilled to have them join Shaw and Partners.”

 

The new hires come two months since ex-Ord Minnett operatives Candice Bourke and Felicity Thomas joined Shaws as senior private wealth advisers.

 

Article source: AFR, 18 November 2020

Related Articles
News09 Jun 2025 Celebrating 10 Years of Shaw and Partners in Adelaide
Ten years ago, on Thursday 11 June 2015, Shaw and Partners Financial Services proudly opened the doors to a modest office in Adelaide with a clear ambition—to build a strong presen... Read More
News04 Jun 2025 Shaw and Partners strengthens surf sports partnership with shake up of 2025 Shaw and Partners Coolangatta Gold
After celebrating its 40th anniversary last summer, the Shaw and Partners Coolangatta Gold is set for a major shakeup in 2025.   Coolangatta Beach will once again host the Shaw a... Read More
News14 May 2025 THINK YOU KNOW GOLD? Shaw and Partners Gold Price Prediction Competition
THINK YOU KNOW GOLD? Here's your chance to win a Shaw and Partners hamper!  The Shaw and Partners Gold Price Prediction Competition is closing soon. Launched in the June Quarter ... Read More
News13 May 2025 Shaw and Partners continues to attract some of Australia’s most respected investment advisers.
Shaw and Partners Queensland State Manager Glen Gannon has welcomed Dwight Phillips, Tim Harbort and Craig Clark to the Brisbane office, a high-performing team with more than 50 ye... Read More
A - Z  % Change  
{{data.Symbol}} {{data.CompanyName}} {{data.Close}} {{data.AsAt | date :'shortTime'}} {{data.Movement | number : 2}} {{data.MovementPercent | number: 2}}%