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The Bequest Report

Reshaping Australia by passing on more than assets

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Investing in wealth for generations

We work alongside individuals and families to help protect and grow their wealth.
Our clients are entrepreneurs, executives, business owners, fiduciaries, and stewards of family wealth.
 

Wealth advice

How you structure and protect your wealth is just as important as what you do with it – especially if you want to do more of what you enjoy, make a positive impact or set up your family for generations to come.

Investment advice

Navigating complex and ever changing markets is easier with a guide. A trusted JBWere adviser will bring access and expertise to these important financial decisions.

Philanthropic advice

Our clients trust us to provide this advice because they know the crucial role we play in the social impact ecosystem.

Family advisory

Our Family Advisory is concerned with much more than the transfer of wealth. We seek to understand the history and complex web of relationships that underpin a family’s wealth.

Our Philosophy

Our Investment philosophy guides the way we approach investing our clients’ money. It combines our key principles and beliefs to provide a framework which delivers consistent risk adjusted returns and preserves and enhances our clients’ wealth.

What we do

Insights

JBWere’s CIO View: 3Q in Review

For investors, it was a great third quarter of 2024, with all components of a multi-asset portfolio delivering positive returns.
11 October 2024 3 min read

The CIO View: The Fed, the RBA and China

This past fortnight has delivered quite a bit for investors to absorb. The US central bank, the Federal Reserve, implemented a bigger than expected 50bp easing last week. This week, the Chinese central bank surprised markets with a package of measures designed to shore up growth.
26 September 2024 3 min read

JBWere’s Fixed Income Strategy: Phasing Out of Hybrids Has Far Reaching Implications

The announcement by the Australian Prudential Regulation Authority (APRA) that Additional Tier 1 instruments issued by Australian banks are to be phased out has far reaching implications in terms of the domestic fixed income landscape. JBWere’s Fixed Income team has prepared a note discussing near and long-term impacts on the valuations of bank hybrids and Tier 2 capital (subordinated bonds).
26 September 2024 3 min read

JBWere’s Investment Funds Research: Why Fund Manager Financial Stability Matters More Than Ever Before

In response to changes we have been observing at fund managers, JBWere’s Investment Funds Research team have prepared a note with a focus on one of the ten factors of our research process: Financial Stability.
17 September 2024 3 min read

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. 

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Making history

history-beyond

Since 1840, we’ve provided our clients across Australia with access to the trusted advice and insight they have needed to successfully protect and grow their wealth.

47.7bn
FUNDS UNDER MANAGEMENT

58.8bn
ASSETS UNDER ADVICE

250+
INDUSTRY EXPERTS

Data correct as at 30 June 2024  

Executive leadership

Our people work with integrity, expertise and passion to deliver exceptional advise and build enduring relationships. We aspire to a level of excellence and achievement that stands out amongst our peers.

We welcome you to meet our team.

Executive leadership
Investment Strategy Group
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