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Generative Artificial Intelligence

Generating returns for AI investors.

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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: Thoughts on the RBA

Last night, the new Governor of the RBA, Michele Bullock, gave an important speech to the Australian Business Economists’ annual dinner.
23 November 2023 6 min read

JBWere’s CIO View: Checking in on the regime change thesis

In August last year, we penned a note outlining why we thought investment markets and the global economy were at the very beginning of a multi-decade regime change.
22 November 2023 3 min read

JBWere’s CIO View: Bullock's first strike

On Tuesday, the RBA Board delivered a 25bp rate hike.
09 November 2023 4 min read

JBWere’s CIO View: Taking Stock

It has been a challenging period of late for investors; both bond markets and equity markets have sold-off, the AUD has retested 2023 lows, the VIX has moved higher and oil prices appear to have settled into a higher trading range in response to unsettling geo-political developments.
25 October 2023 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. 

Contact us
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Making history

history-beyond

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

53.9bn
FUNDS UNDER MANAGEMENT

75.5bn
ASSETS UNDER ADVICE

250+
INDUSTRY EXPERTS

Data correct as at 30 June 2023  

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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