EFG

Shaw and Partners is a leading investment and wealth management firm in Australia, established in 1897. With a national presence and approximately $12 billion of assets under advice, the firm combines the personalized service of a boutique investment company with the resources of a major financial group. Shaw and Partners emphasizes a client-centric approach, having assisted clients in managing and growing their financial assets for over 25 years. The firm maintains high standards of integrity and compliance, resulting in elevated levels of client satisfaction. Shaw and Partners offers a wide range of services, including private client advisory, institutional sales, trading, and market-leading research. Additionally, the firm specializes in mergers and acquisitions, equity capital raising, corporate advisory, and private equity transactions. By closely engaging with clients and addressing their specific needs, Shaw and Partners has cultivated strong, long-term relationships.

BSI SA is a wealth management and investment firm based in Lugano, Switzerland, providing a range of services to private and institutional clients both domestically and internationally. Founded in 1873, the company specializes in asset management, including investment funds, fiduciary deposits, and trading in various financial instruments such as currencies, securities, and precious metals. BSI also offers corporate finance services, focusing on mergers and acquisitions, capital markets, and business evaluations, as well as life insurance solutions and credit services. Additionally, the firm provides comprehensive financial planning and advisory services for individuals, institutions, trusts, private funds, charitable organizations, and investment companies. As of late 2008, BSI operated through a network of branches and representative offices across several global locations.