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Writer's pictureNoel Ong

The Need To Understand the Booming Market with Davide Bosio, Shaw and Partners Limited

Coffee with Samso Episode 51 with Davide Bosio, State Manager WA - Director of Corporate Finance with Shaw and Partners is all about the Equity Markets.



Every investor in the stock market has these questions.

  • How do we UNDERSTAND this current buoyant market?

  • Where should we FOCUS our MONEY?

In this episode of Coffee with Samso, I spoke to Davide Bosio, State Manager WA, Shaw and Partners to see what is ticking in the mind of a broker.


With all the talk of the market being overly buoyant and "hot", Davide is the perfect person to give that perspective of the market as a broker.


I wanted to see if we can balance the perception of the market with a proponent of the current state of affairs on the stock market.


Davide shares with us the sectors that are doing well and how the extra funding that exploration companies are getting are going into discoveries.



About Davide Bosio


Mr. Bosio is the WA State Manager and Director of Corporate Finance of Shaw and Partners, a national Wealth Management firm managing over $20 Billion of FUM and majority-owned by EFG, a global investment bank headquartered in Switzerland.


He previously held the position of Managing Director, Chief Executive Officer and Head of Corporate Finance of DJ Carmichael, which was successfully acquired by Shaw and Partners in 2019 as part of the firms national expansion.


Mr. Bosio is a well regarded Corporate Adviser specialising in offering strategic advice to private and public companies, specifically in relation to recapitalisations, capital raisings and M&A. He has over 19 years’ experience in the finance industry as an Adviser, Responsible Manager, as well as serving as a Non-Executive Director Roles for various public companies.


Mr. Bosio is a Fellow member of the Financial Services Institute of Australia (Finsia) and a Graduate Member of the Australian Institute of Company Directors (GAICD). Davide holds a Bachelor of Commerce (Marketing) degree and a Graduate Diploma in Applied Finance and Investment.



PODCAST




About Shaw and Partners


Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. With a national presence and over $19 billion of assets under advice, Shaw and Partners offer the intimacy of a boutique investment firm, backed by the resources and scale of a major financial group, EFG International.


Shaw and Partners offers tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates and charities.


They are client-focused, having helped clients manage and grow their financial assets for over 30 years. Their emphasis on integrity has enabled them to achieve very high levels of client satisfaction while unlocking opportunities of significant value.


Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, their business has been designed to meet the growing needs of their clients. Shaw and Partners offers access to an extensive team of private client advisers, institutional sales and trading specialists, market-leading research analysts and strategic corporate financiers.


By working closely with clients and targeting their needs, they have forged strong long-term relationships. So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, their goal is simple: to listen to you, then act according to your needs alone.


 

Disclaimer

The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer.

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If you find this article informative and useful, please help me share the information.  I try and write about topics that are interesting and have the potential to be of investment value.  It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au.

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