Shaun Parkin
My central philosophy is that of a Sherpa. I believe in acting as interpreter, educator, assessor, and advocate for family offices – whilst still being independent.
shaun parkin
Region

East Asia, Oceania

Based in

Perth,
Australia

Interests

Investments,
Technology

Services

Infrastructure advisory,
Technology advisory

With over 20 years of financial services experience, Shaun is the founder and principal consultant at Hall Road Investments. Prior to establishing Hall Road, Shaun spent seven years at Boston-based asset manager, State Street Global Advisors where he had numerous roles including Australian Head of Exchange Traded Funds (ETFs) and 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.

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Insights Shaun has written

How family offices can ensure successful adoption of technology changes
How family offices can ensure successful adoption of technology changes
Software

An illustration of the potential decision bottlenecks, managing the onboarding process, discuss the drivers of change in how family offices are utilising new investment technology and how to manage the current office dynamics for a new regime.

6 steps to selecting family office technology
6 steps to selecting family office technology
Software

Traversing the sometimes confusing and time-consuming task of family office technological improvement is a challenge that needs a process. Here are the six stages you can use as a guide to help make this determination, circumvent analysis paralyses, and make impactful improvements.

How wealth management is adopting digital financial services
How wealth management is adopting digital financial services
Digital

As family offices become more comfortable with digital business transactions, advisers are utilising new technology to provide advice quicker and more profitably than ever before. Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.

Shaun is an expert in

Digital & Technology
Digital & Technology

In a business environment where digital is a given and opportunities are limitless, where should a family office begin? By identifying organizational needs and highlighting the inherent risks, Family Offices are able to transform into digitally-enabled organizations.

Organization & Operations
Organization & Operations

Managing wealth is more than just investing. Good wealth management requires both the act of placing capital and that of actively managing those investments. Through professionalizing organizational structures and operational processes, family offices are able to ensure longer-term success.

Simple solutions for complex times.