The investment partner of choice
JBWere has helped for-purpose organisations invest wisely for decades. We understand your needs go beyond the simple investment of capital - it is about effectively managing finite and valuable resources to support your strategy and mission.
It is our proven capacity and capability which makes us the partner of choice for a diverse range of clients looking to enhance their impact. Today, more than 500 for-purpose clients trust JBWere with over $12bn of their investment capital.
Delivering positive change
To help you deliver long lasting positive change to the communities and beneficiaries you serve, we can help your organisation:
- Develop a tailored Investment Governance Framework – craft a policy and charter than translates your organisation’s mission and strategy into investment guidelines and principals
- Optimise strategy – develop better strategies and organisational capability to deliver on your mission
- Prudently manage assets – invest your assets and provide access to opportunities that delivery performance while reflecting your organisation’s value, beliefs and aspirations for impact
- Access networks – leverage our extensive network and connect with those who have the drive, capacity and capability to help you achieve better outcomes.
JBWere NAB Charitable Giving Index
The JBWere NAB Charitable Giving Index provides timely insight on fundraising, exploring emerging trends across locations and cause areas.The analysis is derived from transaction data on funds going to the for purpose sector from families and individuals.
This latest report covers the most up to date giving data (to July 2023) in Australia.
JBWere’s Philanthropic Services
The Philanthropic Services team’s mission is to inspire, educate and support our clients and collaborators in delivering lasting, positive change. Our experienced specialists leverage our expertise, insight and connections to help you build and implement effective governance frameworks and strategies to fulfil your purpose.
Access research papers and insights
- JBWere Corporate Support Report 2022: The evolution of corporate giving and community investment in Australia
- The New Zealand Corporate Support Report 2020: The current state and significance of giving in NZ and the outlook for recipients
- The Support Report 2018: The changing shape of giving and the significant implications for recipients
- The New Zealand Cause Report 2017
- The Cause Report 2016: 20 years or (r)evolution in the not-for-profit sector
Corporate Support Report
Corporate giving and community investment is the fastest growing segment of social impact funding.
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.