Shaw and Partners New Zealand

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

28/07/2026

A new chapter for Shaw and Partners New Zealand.

Yesterday, we were proud to open the doors to our new Auckland office.

This is more than just a relocation. It is a significant step forward for our business and a reflection of the growth, confidence and direction that continue to shape our future. As we continue to evolve in New Zealand, this move represents a new phase for Shaw and Partners, strengthening our presence in the local market and creating a space designed around what matters most: our people, our clients, and the relationships we build with them.

While this new office marks an important milestone for our business, our focus remains unchanged. We continue to place our clients at the forefront of everything we do, providing trusted advice, building enduring relationships, and helping individuals and families achieve their long-term financial goals.

While this move honours the foundations that have shaped our journey, it is ultimately about looking ahead. It reflects the momentum and ambition of our business, a renewed energy for the future, and our long-term commitment to New Zealand and the clients and communities we are privileged to serve.

22/07/2026

Global markets continue to respond to a range of economic and geopolitical developments, including inflation expectations and the cost of oil.

In this month's Shaw and Partners Monthly Update, Director Andrew Kelleher discusses the key themes driving markets and the current investment environment.

Watch the full Monthly Update to learn more.

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

Welcome to the September Quarter Edition of Shaw and Partners Financial Services Investment Perspectives. Technology con...
16/07/2026

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

Technology continues to redefine the investment landscape. Artificial intelligence is no longer simply a disruptive innovation confined to the technology sector. It is becoming the infrastructure underpinning the next generation of economic growth. At the same time, investors continue to navigate resilient earnings, geopolitical uncertainty, evolving central bank policy and an expanding AI investment cycle.

Investment Perspectives brings together our latest market and asset allocation views, insights from leading fund managers, and high-conviction research ideas, with a clear focus on practical application. In a more uncertain and volatile environment, maintaining discipline, diversification and a well-defined investment framework remains critical.

INSIDE THIS ISSUE
– Market Outlook: September Quarter 2026: Martin Crabb, Chief Investment Officer
– Our views on asset allocation: Maria Zapata, CFA, Senior Investment Analyst
– How technology is shaping markets: Jules Cooper, CFA, Senior Research Analyst
– Harvesting value from global disruptive change: Loftus Peak
– The wall around AI's winners: Pengana Capital Group
– The human advantage in the AI era: Chris Smith, Head of Private Wealth
– Budget 2026: Maria Moshonas, Head of Financial Planning
– Q2 2026 performance: Hansheng Zhang, Investment Analyst
– Shaw and Partners Foundation: Going the distance for Achilles Adelaide
– Stock ideas

To receive a copy, speak to your Shaw and Partners New Zealand Adviser or contact us via https://lnkd.in/gyt9exdT

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.

13/07/2026

The Reserve Bank of New Zealand has raised the official cash rate by 25 basis points, to 2.50%. With inflation projected to rise, this may reduce the real purchasing power of term deposits. A diversified investment portfolio may help investors manage the effects of inflation and changing market conditions.

At Shaw and Partners, we work closely with you to build tailored investment portfolios designed to navigate changing interest rate conditions while aiming to preserve and grow your wealth.

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

OCR Increased to 2.50%The Reserve Bank of New Zealand has increased the Official Cash Rate (OCR) by 25 basis points to 2...
09/07/2026

OCR Increased to 2.50%

The Reserve Bank of New Zealand has increased the Official Cash Rate (OCR) by 25 basis points to 2.50%. While recent declines in energy prices have eased some inflation pressures, the Bank noted that inflation remains above target and that future OCR decisions will continue to be guided by economic data and inflation trends.

For New Zealand households and businesses, movements in the OCR can influence borrowing costs, term deposits, mortgage rates, savings returns and broader economic activity, making it an important indicator for financial planning and investment decisions.

If you would like to discuss what the latest OCR decision could mean for your financial position or long-term investment strategy, contact your Shaw and Partners adviser.

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

Shaw and Partners New Zealand is proud to continue supporting the next generation of talent through our sponsorship of N...
18/06/2026

Shaw and Partners New Zealand is proud to continue supporting the next generation of talent through our sponsorship of Neve Upston, New Zealand’s U14 tennis champion.

Now training full time on the Gold Coast, Neve is entering an exciting new phase in his development. We look forward to following his progress and wish him every success for the year ahead.

17/06/2026

In times of market volatility, having the right guidance is essential. Watch Director Andrew Kelleher share his insights on the latest developments in the Shaw and Partners New Zealand Monthly Update.

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

17/06/2026

In times of market volatility, having the right guidance is essential. Watch Director Andrew Kelleher share his insights on the latest developments in the Shaw and Partners Monthly Update.

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

Last week, Shaw and Partners New Zealand hosted an exclusive evening of client appreciation in Wellington, welcoming mor...
09/06/2026

Last week, Shaw and Partners New Zealand hosted an exclusive evening of client appreciation in Wellington, welcoming more than 150 valued guests.

The event also marked an important milestone following Shaw and Partners Financial Services' recent acquisition of Makowem & Isaacs Financial Planning, offering an opportunity to reflect on this significant development and the opportunities ahead.

A highlight of the evening was an insightful conversation with Nadia Lim, who shared her experiences in entrepreneurship and the journey of building an enduring brand.

The event also provided an opportunity to support the local community, with a $5,400 donation made to the Upper Hutt Housing Charitable Trust.

Thank you to everyone who joined us for this special occasion. We look forward to welcoming you to future Shaw and Partners New Zealand events.

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Level 1, 87 Hurstmere Road, Takapuna
Auckland
0622

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Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
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