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Specialist services for financial intermediaries

By partnering with JBWere you can offer your clients a full-service stockbroking solution that will differentiate your business from your competitors and maximise wealth creation opportunities for your clients.

JBWere’s specialist services for financial advisers includes: 

Dedicated dealing teams

our focus is on providing support to assist you in servicing your clients and in building your direct share business.

Share investment advice

we proactively provide advice of the highest standard with supporting research.

Portfolio construction and review

we can review your clients’ existing share portfolios or construct new share portfolios, taking into account their investment objectives. We can provide recommendations and highlight opportunities. We also make available a Statement of Advice which can be given to your client in support of our recommendations.

Superior and timely research

we offer economic, sector, industry and individual company analysis.

Floats, IPOs & capital raisings

we are involved in many of the corporate initial public offerings (IPOs) and other new issues in the Australian market and we can provide your clients with access to these (subject to availability).

Ideas and opportunities

we focus on takeovers, rights issues, switching ideas and value opportunities. The quality of our ideas is driven by our world-class expertise and unsurpassed depth of resources.

In addition, JBWere provides a broad range of investment insights and products that include: 

Cash products

these offer your clients attractive returns and ready access to their money.

Derivatives and hybrids

a leading authority in Australian equities options, derivatives and hybrid securities markets, we are well placed to advise your clients in this area.

Fixed interest products

our strategic expertise and superior research assists us to identify the best fixed interest securities for your clients’ unique financial goals..

Separately Managed Accounts (SMAs)

our SMA portfolios are available on various separately managed account platforms. To find out which platforms the portfolios are available on, please contact a member of JBWere’s dedicated team for financial intermediaries.