Wealth management firm enters its own retirement
JMI Wealth becomes Shaw and Partners Financial Services.
Wednesday, October 1st 2025, 4:12PM
JMI Wealth has been rebranded following its parent company becoming majority owned by Australian-based Shaw and Partners.
It parent, Investment Services Group (ISG), came under the control of Shaw and Partners earlier this year.
ISG manages more than $7.5 billion through its various brands including JMI, Devon, Select Wealth and Taihao.
Shaw and Partners Financial Services now has $47 billion of assets under advice in Australia and New Zealand. Its ultimate parent is the Swiss private bank, EFG International.
"We are excited to introduce the Shaw and Partners offering to clients and advisers across New Zealand, which will include extensive access to global markets and expert research. Given the combined resources of Shaw and Partners and EFG, we believe we will be able to offer an experience for clients that will be unrivalled in the New Zealand market," ISG chairman Paul Glass says.
"While it is significant to retire the longstanding name of JMI Wealth, the dedication, expertise, and client-focused approach for which JMI Wealth is known will continue under the Shaw and Partners banner."
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