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Important update:

Introducing new settlement cycles in the US, Canadian and Mexican markets.

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Innovation award

Global awards recognise JBWere’s top female talent

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Investing in wealth for generations

We work alongside individuals and families to help protect and grow their wealth.
Our clients are entrepreneurs, executives, business owners, fiduciaries, and stewards of family wealth.
 

Wealth advice

How you structure and protect your wealth is just as important as what you do with it – especially if you want to do more of what you enjoy, make a positive impact or set up your family for generations to come.

Investment advice

Navigating complex and ever changing markets is easier with a guide. A trusted JBWere adviser will bring access and expertise to these important financial decisions.

Philanthropic advice

Our clients trust us to provide this advice because they know the crucial role we play in the social impact ecosystem.

Family advisory

Our Family Advisory is concerned with much more than the transfer of wealth. We seek to understand the history and complex web of relationships that underpin a family’s wealth.

Our Philosophy

Our Investment philosophy guides the way we approach investing our clients’ money. It combines our key principles and beliefs to provide a framework which delivers consistent risk adjusted returns and preserves and enhances our clients’ wealth.

What we do

Insights

JBWere’s CIO View: Three themes in FX markets

This week, we take a look at a couple of key themes in FX markets.
02 June 2024 3 min read

JBWere's CIO View: Budget 2024/25

The Treasurer handed down his third Budget tonight and delivered a second consecutive surplus. However, the good news is short lived; structural challenges force the budget into deficits across the forecast horizon.
14 May 2024 4 min read

JBWere’s CIO View: May Day - Inflation strikes again

Last week, Australia succumbed to the blight of unfavourable inflation outcomes. But unlike its US counterpart, we don’t think the RBA necessarily has the luxury of just sitting with a longer period of stable policy.
02 May 2024 3 min read

JBWere’s CIO View: Markets and Macro

The very supportive backdrop for both fixed income and equity markets in Q124 is starting to unravel.
19 April 2024 3 min read

Become a JBWere client

Join a private wealth management company with the industry-leading services, resources and network to help you enhance and preserve your wealth. Now and for generations. 

Contact us
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Making history
history-beyond

Since 1840, we’ve provided our clients across Australia with access to the trusted advice and insight they have needed to successfully protect and grow their wealth.

47.0bn
FUNDS UNDER MANAGEMENT
58.3bn
ASSETS UNDER ADVICE
250+
INDUSTRY EXPERTS

Data correct as at 31 March 2024  

Executive leadership

Our people work with integrity, expertise and passion to deliver exceptional advise and build enduring relationships. We aspire to a level of excellence and achievement that stands out amongst our peers.

We welcome you to meet our team.

Executive leadership
Investment Strategy Group
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