JBWere Investment Services

JBWere, offers simple, effective and lower cost advisory and order placement service to private investors. Clients can select the service level best suited to their investment aims and experience, asset preferences and portfolio size.

JBWere offers two levels of service: JBWere Investment Advice and JBWere Personal Advice.

JBWere Investment Advice

The JBWere Investment Advice service provides you with direct access to: investment advisers for general investment advice and order placement; regular email bulletins with trading ideas and market analysis around investment themes; and access to clients-only research, market commentary and investment ideas.

Brokerage: Brokerage rates charged by Goldman Sachs JBWere start from $99 per transaction for the adviser-assisted telephone service and from $50 per transaction for exclusively online services. JBWere will arrange for broking and execution services to be provided by Goldman Sachs JBWere.

JBWere Personal Advice

The JBWere Personal Advice service provides you with all the features of the Investment Advice service, but with the following added benefits:

• We provide you with personal investment advice taking into account your relevant personal circumstances including your individual asset class preferences, risk profile, investment aims and return timeframe.
• A senior adviser, supported by a dedicated team of qualified investment advisers, will be appointed to your account to provide you with support, guidance and advice tailored to your portfolio preferences.

This service is for clients with portfolios of $250,000 or more.

Brokerage: Place orders with your adviser from only $99 per trade.

Further information

If you would like more information, please contact us: