Sale of majority stake in ISG to Shaw and Partners

Murray & Co acted as financial advisor to Investment Services Group (“ISG”) on the sale of a 75% shareholding to Shaw and Partners

ISG provides high quality wealth management, funds management, and platform services through its subsidiary companies Devon Funds, JMI Wealth, Select Wealth, Clarity and TAHITO. ISG cares for over NZ$7 billion of wealth assets for New Zealanders

Shaw and Partners is one of Australia’s preeminent investment advice and wealth management firms. They have a national presence in Australia, A$35 billion of assets under advice, and are owned by a leading Swiss-based global private banking group EFG International, who manage over CHF 165.5 billion of assets.

The ISG and Shaw and Partners partnership brings together two like-minded firms focused on developing long-term relationships with clients that are founded on trust. ISG’s management team and key shareholders have made a long-term commitment to the partnership with Shaw and Partners and together are focused on the opportunity to support their client offering and accelerate ISG’s growth.