EFG International’s Acquisition of 51% Stake in Shaw and Partners Limited


Gilbert + Tobin has advised Shaw and Partners Limited (Shaw and Partners) on the sale of 51 per cent of its shares to SIX Swiss Exchange-listed EFG International and associated shareholder arrangements.

The transaction represents a significant milestone for Shaw and Partners and adds broad international reach to the investment and wealth management firm which currently has c. $16 billion of funds under advice.

The transaction is expected to complete in the first half of 2019.

Shaw and Partners Limited, formerly known as Shaw Stockbroking Ltd., provides execution and investment advisory services to private and institutional clients for the purchase and sale of equities and derivatives.

G+T worked with Shaw and Partners on all aspects of the transaction with a team including Costas Condoleon (Picture) and Corporate Senior Lawyer Kevin Ko, with Corporate Consultant Hemita Sumanasuriya, Tax Partner Muhunthan Kanagaratnam, and his team, Julian Lian and Matthew Charman, providing support.

Involved fees earner: Matthew Charman – Gilbert + Tobin; Costas Condoleon – Gilbert + Tobin; Muhunthan Kanagaratnam – Gilbert + Tobin; Kevin Ko – Gilbert + Tobin; Julian Lian – Gilbert + Tobin; Hemita Sumanasuriya – Gilbert + Tobin;

Law Firms: Gilbert + Tobin;

Clients: Shaw and Partners;