A fresh approach to managed investments - Aligning our interests with yours
We believe our Managed Discretionary Account product is the first of its type
in Australia to align your interests as investor with the interests of the advisor.
Our fee structure rewards performance, if we perform positively we share the
profits, but if not then you pay less. As far we are concerned that’s the way it
should be.
Who are William Shaw
Securities?
William Shaw Securities provides Managed Account services to a wide
variety of private individuals, Self Managed Super Funds (SMSF’s) and
companies within Australia. Our unique trading methodology and fee
structure is what sets as apart.
Unlike many other managed investments we don’t use a model portfolio, our
portfolios base position is cash. By starting from a position of cash we choose
our investments based on their individual merit and potential. This approach allows us to move in and out of the market taking advantage of the opportunities the market presents. We can chose to adjust the level of
investment in the market from 0% and 100% to suit the market conditions at
the time. More information about our trading methodology and performance is
included throughout this site. Please click on the links on the left of this page to learn more.
Our People
Hayden Kerr - Managing Director
Having held various positions at some of Australia’s biggest investment firms over his 10 year career, Hayden has had the opportunity to learn and gain experience from some of the brightest financial minds in the country.
He has had a variety of practical experience in the finance industry which includes trading for a small cap managed fund, writing and publishing a share market newsletter, and development of successful technical trading strategies using derivatives.
Direct: (02) 8014 2172 (Sydney office)
Email: hayden.kerr@williamshaw.com.au
Shawn Uldridge - Head Equities Strategist
Shawn is the head investment strategist of the managed accounts and overseas their daily management and the overall mandate for the Managed Discretionary Accounts.
Shawn has an excellent understanding of risk, and is able to construct very specific exposures to the market backed by his solid knowledge of the Australian shares and his many years of investment experience.
Direct: (03) 8602 1702 (Melbourne Office)
Email: shawn.uldridge@williamshaw.com.au | 
