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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 Australian Equities Update: 2024 Review and Outlook

For the 12 months to the 30th of November 2024, the ASX200 returned almost 25%. Looking forward, we expect returns to be lower in 2025. In this note, we look at the year that’s been and what investors can expect in 2025.
17 December 2024 2 min read

JBWere’s Portfolio Strategy: Living local, investing global

In the latest Portfolio Strategy note, we look at FX implications for domestic investors today. Both in domestic stocks as well as offshore. From our perspective, the setup hasn’t looked like this for many years. Given the large increase in direct offshore equity exposure, we think it an opportune time to carefully consider drivers of FX risk and hedging profiles.
17 December 2024 2 min read

JBWere’s Fixed Income Strategy: No Surprise in APRA Announcement, Market Has Moved On

Confirmation by the Australian Prudential Regulation Authority (APRA) on 9 December 2024, that it is to proceed with its plan to phase out Additional Tier 1 (AT1) capital instruments for banks (i.e. hybrids) is in line with its previously announced proposal released on 10 September 2024. We believe the confirmation is unlikely to have a material impact on the ASX-listed hybrid market as market pricing already reflects the prospect of a shrinking market. In a recent note, the Fixed Income team discuss the takeaways from an investment perspective.
16 December 2024 3 min read

JBWere’s CIO View: 2025 outlook: Many questions, some answers

This week, we delve into the outlook for 2025. When we think about what might be new or different in 2025, the policies of the incoming Trump administration are probably front of mind for most investors. We also start the year with elevated equity market valuations in the US, and minimal anxiety about the trajectory of the economy. This is quite a different starting point compared to previous years.
12 December 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. 

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Making history

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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.

49.6bn
FUNDS UNDER MANAGEMENT

61.2bn
ASSETS UNDER ADVICE

250+
INDUSTRY EXPERTS

Data correct as at 30 Sept 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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