Preserve and enhance your wealth
JBWere strengthens the financial standing of Australia’s most successful people, for-purpose organisations and companies, through bespoke wealth and investment strategies.
At JBWere we are committed to providing trusted advice that stands the test of time. Our focus on delivering premium services tailored to your specific needs is the foundation of a lasting relationship.
What sets us apart
Dedicated Advisory Team
Benefit from the considerable knowledge and experience of your own professional Advisory Team. With average tenure of 16 years with JBWere, you can be confident they are committed for the long term.
Proactive and accessible
Your Advisory Team works with a limited number of clients allowing them to be more accessible to you and proactive in the management of your financial affairs.
Investment expertise
By working in collaboration with our Investment Strategy Group, your Advisory Team has access to world-class investment thinking and timely insights in order to expertly manage your portfolio.
Your Partner in Purpose
Our Philanthropic Services team have been partnering with our for-purpose clients to support them in shaping a better society. The team leverages the heritage, strength and scale of JBWere and its international network, in order to provide the best advice to clients.
Local strength, global reach
Enjoy working with a small team whilst knowing they are backed by NAB Group, UBS, Moelis & Co. and our research providers. These strategic alliances deliver stability, breadth and depth of capabilities and strong governance.
Our world-class connections
We strategically partner with leading local and global institutions to access the latest thinking and research for our clients. Our specialised Investment Strategy Group combine this insight with their own expertise to harness a broad range of investment opportunities.
As a client, you can be confident that your dedicated advisory team is drawing from unrivalled industry experience, investment research, global collaborations and leading insights from some of the top professionals in the sector.
You will work with a small team that calls on the expertise of our experienced Investment Strategy Group and other domestic and international specialists to deliver strategies and recommendations tailored for you.
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.