Shaw and Partners New Zealand

Directions Website Contact the business

Shaw and Partners New Zealand Your partners in building and preserving wealth.

Celebrating the people who are central to Shaw and Partners.Our Annual Client Appreciation Event brought our clients tog...
30/10/2026

Celebrating the people who are central to Shaw and Partners.

Our Annual Client Appreciation Event brought our clients together at Auckland Museum for an exceptional evening created in recognition of them.

For us, occasions like this are about more than bringing clients together. They are an opportunity to show our appreciation for the people we are proud to work with and the part they play in Shaw and Partners.

30/10/2026

Last night, Shaw and Partners New Zealand welcomed more than 250 clients and guests to Auckland Museum for our Annual Client Appreciation Event.

The evening was a celebration of our clients and the relationships we are proud to have built with them. At Shaw and Partners, these relationships extend far beyond financial advice. They are built on trust, understanding, and a genuine commitment to our clients and what matters most to them.

We were also delighted to welcome Cameron George, CEO of the New Zealand Warriors, as our special guest speaker, who shared his insights and experiences.

Our sincere thanks to everyone who joined us and made the evening so memorable. To our clients, thank you for your continued trust in Shaw and Partners. It is a privilege to work alongside you and to celebrate the relationships we value so highly.

15/10/2026

Rising yields, volatility, and the outlook ahead.

In the Shaw and Partners New Zealand October Monthly Update, Director Andrew Kelleher reflects on a month marked by rising bond yields, heightened market volatility, and growing political and economic uncertainty.

With investors closely watching interest rates, oil prices, and upcoming elections, Andrew discusses the key developments from September and what they may mean for markets in the months ahead.

Watch the full Monthly Update to learn more.

For more market insights and our terms and conditions, visit www.shawandpartners.co.nz

15/10/2026

Welcome to the December Quarter Edition of Shaw and Partners Financial Services Investment Perspectives.

This quarter, the search for income takes centre stage. With bond yields higher, cash rates remaining elevated and income opportunities emerging across a broader range of asset classes, investors face a changing investment landscape. The challenge is no longer simply finding yield but identifying where returns adequately compensate for risk.

In this edition, we explore how investors can make their portfolios work harder while maintaining a disciplined approach to risk management. From our latest market outlook and asset allocation views to opportunities in diversified credit, the changing hybrid market and alternative investments, we examine how a balanced approach to income generation can help build more resilient portfolios and support long-term investment objectives.

INSIDE THIS ISSUE

– Market Outlook: December Quarter 2026: Martin Crabb, Chief Investment Officer
– Our views on asset allocation: Maria Zapata, CFA, Senior Investment Analyst
– The future of hybrid income: Damien Williamson, Head of Income Strategies
– The Hormuz shock is not over: Andrew Hines, Head of Research
– Five minutes with the Asset Management team
– The power of diversification: Chris Smith, National Head of Private Wealth
– Q3 2026 performance: Hansheng Zhang, Investment Analyst
– Shaw and Partners Sydney Team raises $50,000 for WAGEC
– Stock ideas

To receive a copy, speak to your Shaw and Partners New Zealand Adviser or contact us via https://www.shawandpartners.co.nz/talk-to-an-advisor/general-enquiries

This document has been prepared without taking account of your objectives, financial situation or needs. Accordingly, before acting on any advice, you must consider the appropriateness of the advice having regard to your personal circumstances. If the advice we have provided relates to the purchase or possible purchase of a particular financial product, you should obtain a Product Disclosure Statement relating to the product and consider it carefully.

Resilience amid rising interest rates.The global economy continued to perform better than expected despite ongoing geopo...
09/10/2026

Resilience amid rising interest rates.

The global economy continued to perform better than expected despite ongoing geopolitical uncertainty.

To read the full Shaw and Partners New Zealand Market Review, click below:
https://www.shawandpartners.co.nz/news/resilience-amid-rising-interest-rates

For more market insights and our terms and conditions, visit Shaw and Partners.

Shaw and Partners New Zealand was honoured to welcome Sir John Kirwan and CEO Sarah Manley from the Mitey - Sir John Kir...
08/10/2026

Shaw and Partners New Zealand was honoured to welcome Sir John Kirwan and CEO Sarah Manley from the Mitey - Sir John Kirwan Foundation to our Takapuna office yesterday to formally present a $21,000 donation to the Foundation.

The contribution follows our recent 9-Hour Rowing Challenge, where Shaw and Partners matched staff and client donations and fundraising efforts across New Zealand. These funds will support the Foundation's important work advancing mental health and wellbeing in communities throughout the country.

The visit provided an opportunity for our team to learn more about the Foundation's impact and hear how the funds will be used. Making the occasion even more special, Sir John brought the iconic Bledisloe Cup to the office, creating a memorable experience for staff and providing a rare chance to get up close to one of New Zealand sport's most revered trophies.

Supporting the communities in which we live and work is an important part of who we are at Shaw and Partners. We are proud to partner with organisations like the Sir John Kirwan Foundation that are creating meaningful and lasting change for New Zealanders.

23/09/2026

We're proud to introduce Erika Fairweather as a Shaw and Partners New Zealand Ambassador.

As one of New Zealand's leading swimmers, Erika has established herself as a regular competitor against some of the biggest names in world swimming. From growing up in Dunedin and discovering her passion for the sport at a young age, to representing New Zealand on the international stage, her journey is a testament to the dedication, discipline, and resilience required to perform at the highest level.

After recently representing New Zealand in Glasgow, Shaw and Partners Director Andrew Kelleher sat down with Erika to discuss the experiences that have shaped her career, the challenges that come with elite sport, the importance of having the right people around you, and the goals that continue to drive her forward.

We are proud to support Erika and look forward to following the next chapter of her career.

Watch the full video below.

17/09/2026

In our September Shaw and Partners New Zealand Monthly Update, Director Andrew Kelleher explores the recent OCR increase, strong global share market performance, and the growing attention being paid to rising bond yields around the world.

Watch the full Monthly Update to learn more.

For more market insights and our terms and conditions, visit www.shawandpartners.co.nz

Last Friday, Shaw and Partners New Zealand and Shaw and Partners Financial Services came together for the Gotcha4Life Fo...
16/09/2026

Last Friday, Shaw and Partners New Zealand and Shaw and Partners Financial Services came together for the Gotcha4Life Foundation's annual 9-Hour Corporate Row, uniting teams across both countries in support of mental fitness and su***de prevention.

Across New Zealand, our teams rowed more than 588 kilometres and raised $20,842, an incredible result made possible by the collective efforts of our people, clients, families, friends, and wider communities.

This year, Shaw and Partners has donated more than $415,000 to Gotcha4Life through our involvement in the 9-Hour Corporate Row and the 24-Hour Row. This includes the firm's $100,000 Major Partner contribution to the 24-Hour Row, together with more than $315,000 raised through the 9-Hour Corporate Row from individual staff fundraising efforts and generous dollar matching by our CEO and Board.

Funds raised will support Gotcha4Life's important work, including its Mentally Fit Schools initiative, a comprehensive programme helping students, teachers, parents and carers build the skills and confidence to better manage their mental fitness.

We are immensely proud to support Gotcha4Life and grateful to everyone who rowed, volunteered, donated, and supported the event. This outstanding result would not have been possible without the generosity, dedication, and support of so many people across both sides of the Tasman.

Have fun. Live life. Give back.

Address

Level 1, 87 Hurstmere Road, Takapuna
Auckland
0622

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Alerts

Be the first to know and let us send you an email when Shaw and Partners New Zealand posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Shaw and Partners New Zealand:

Shortcuts

Sponsored

Share

Nearby finance companies