Who We Are
Hall Road Investments is an independent consulting firm specialising in Family Office clients seeking an independent guide through the vast array of complex services required to build the investment infrastructure of the future.
Our Sherpa process centres around optimal portfolio infrastructure and maximising returns by aligning risk strategy to investment strategy. Using our unique expertise, we assist families transition to infrastructure that is cost effective, independent and fit for purpose.
We do not seek transactions, funds under management or funds under advice. We guide and advocate for you, every step of the way.
With over 20 years financial services experience, Shaun is the founder and principle consultant at Hall Road Investments. Prior to establishing Hall Road, Shaun spent seven years at Boston based asset manager, State Street Global Advisors, one of the world’s largest with over US$ 3trillion in AUM. At State Street, he had numerous roles including Australian Head of Exchange Traded Funds (ETFs) and Vice President within the Institutional Client Group as national head of relationships for Insurance, Endowment and Family Office clients.
He also held roles in capital markets and middle office with Lonsec, Shaw Stockbroking in Sydney and GLG Partners and JP Morgan in London. He also had a small Mongolian detour which is worth having a chat about.