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JBWere is a Melbourne-based financial services firm that specializes in strengthening the financial standing of Australia’s most successful individuals, for-purpose organizations, and companies. With a focus on providing bespoke wealth and investment strategies, JBWere is committed to delivering premium services tailored to each client’s specific needs. Clients benefit from the considerable knowledge and experience of their own professional Advisory Team, who work closely with the Investment Strategy Group to expertly manage portfolios and provide timely insights.

Founded on the principles of trust and long-term relationships, JBWere prides itself on offering trusted advice that endures the test of time. The firm’s Advisory Team boasts an average tenure of 16 years with JBWere, ensuring a high level of commitment and accessibility to clients. By collaborating with leading local and global institutions, JBWere’s Investment Strategy Group combines industry expertise with cutting-edge research to deliver tailored strategies and recommendations that help clients enhance and preserve their wealth for current and future generations.

JBWere’s Philanthropic Services team works closely with for-purpose clients to support their efforts in shaping a better society. Leveraging strategic alliances with NAB Group, UBS, Moelis & Co., and other research providers, JBWere offers stability, breadth of capabilities, and strong governance to its clients. With a small team backed by a network of international partners, JBWere provides unparalleled industry experience, global collaborations, and leading insights to ensure clients receive top-tier wealth management services.