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Two trusted legacies, one powerful partnership

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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 House View

After a challenging first quarter, April was characterised by further heightened market volatility. Primarily driven by aggressive trade policy uncertainty and rapidly shifting economic outlooks. Investors continue to navigate a complex economic and market landscape marked by rapid changes. In this CIO House View update, we discuss key themes and portfolio considerations for investors.
02 June 2025 4 min read

JBWere's Federal Budget review

The central theme of the government’s fourth budget was “Cost of Living Relief”. The measures of most interest to clients include: Personal income tax – a modest reduction from 1 July 2026 and 1 July 2027. An increase in the Medicare Levy low-income threshold for the current financial year (2025). There were no announcements made concerning superannuation, trusts or private companies
25 March 2025 2 min read

Shakespeare’s lessons in Succession

Implementing a succession plan that meets a family’s expectations and aspirations can be a challenge. Getting it right not only unites a family, it safeguards wealth for future generations.
25 February 2025 11 min read

JBWere’s CIO View: The final word

It has been an interesting fortnight, with central banks, US trade policy and innovations in the AI space giving investors much to think about. At the same time, price action so far this year continues to reflect a reversal of some of the dominant investment themes of the last couple of years.
06 February 2025 2 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

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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.

52.6bn
FUNDS UNDER MANAGEMENT

63.8bn
ASSETS UNDER ADVICE

250+
INDUSTRY EXPERTS

Data correct as at 30 Dec 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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