JBWere is a renowned private wealth management company in Australia, dedicated to strengthening the financial standing of successful individuals, for-purpose organizations, and companies. With a history dating back to 1840, JBWere has been providing trusted advice and insight to clients across the country, helping them protect and grow their wealth. The company’s bespoke wealth and investment strategies are tailored to meet the specific needs of each client, ensuring a lasting and fruitful relationship built on premium services and expertise.
At JBWere, clients benefit from the extensive knowledge and experience of their own professional Advisory Team, whose average tenure with the company is an impressive 16 years. This team works closely with clients, offering accessibility and proactive financial management. By collaborating with the Investment Strategy Group, clients have access to world-class investment thinking and timely insights, enabling expert portfolio management. JBWere’s Philanthropic Services team also partners with for-purpose clients to support their efforts in shaping a better society, leveraging the company’s heritage, strength, and international network.
JBWere’s investment philosophy is rooted in delivering consistent risk-adjusted returns and preserving and enhancing clients’ wealth. The company’s commitment to excellence, integrity, and passion is reflected in the exceptional advice provided by its team of professionals. Through strategic alliances with leading local and global institutions, JBWere offers clients access to the latest research and insights, ensuring that their dedicated advisory team can deliver tailored strategies and recommendations based on unrivaled industry experience and expertise. Join JBWere to benefit from industry-leading services, resources, and a network dedicated to enhancing and preserving your wealth for generations to come.