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The Bequest Report

Reshaping Australia by passing on more than assets

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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: Asset Allocation, AUS 10Y bonds and the RBA

Despite some major events taking place this week, we thought we would stick to some still important but perhaps less newsworthy topics. We recap recent asset allocation changes, the outcome of the RBA’s latest meeting and the recent move in 10Y government bond yields in Australia.
07 November 2024 3 min read

JBWere's CIO View: Equity rally, bond sell-off

US equity markets have continued to rally of late, while bond markets have sold-off. Australian markets have largely followed the same pattern, also accompanied by a run of encouraging domestic data.
24 October 2024 3 min read

JBWere’s Equities Update: where is gen AI headed?

Generative artificial intelligence is evolving rapidly, with implications for businesses at different points in the industry value chain.
22 October 2024 2 min read

JBWere’s CIO View: 3Q in Review

For investors, it was a great third quarter of 2024, with all components of a multi-asset portfolio delivering positive returns.
11 October 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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