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Our service

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The Philanthropic Services team’s mission is to inspire and support you to create lasting, positive impact. Our experienced specialist will work closely with you to understand your vision and mission, and harness the power of our insight and networks to help you fulfil your ambitions.

We bring together expertise, experience and connections to help you build and implement strategies to fulfil your purpose. Once we understand your mission, needs and circumstances, we can provide tailored advice, access to relevant research and insight papers, curated education, and exclusive networking opportunities to support your unique journey.

Ultimately, our goal is to partner with you to create a more informed and better-connected community of purpose-driven agents – inspired and committed to creating lasting positive change through the better management and use of wealth.

Philanthropic Insights

To view all our philanthropic insights content and resources, please visit our Insights page.

Reflections... of the way life used to be. Leadership in volatile times.

The astute amongst you, and those of a particular ‘vintage’, will recognise the words in the title from the 1967 hit, Reflections by Diana Ross and the Supremes. This short paper is indeed about the necessary and crucial step of reflection. It is a step that is often missed by leaders as we seek to pivot as quickly, simply and painlessly as possible from crisis to recovery.

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Where to from here? The outlook for philanthropy during COVID-19

This report attempts to estimate the outlook for philanthropy and volunteering in Australia during the unprecedented combination of a major economic downturn and a significant global health crisis. 

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Meet your experts

For decades, our Philanthropic Services team have been partnering with our for-purpose clients to support them in shaping a better society. This team of experts is driven by a desire to make the most of our unique opportunity – to leverage the heritage, strength and scale of JBWere and its international network, so we can provide the best advice possible to our diverse clients.

Shamal-Dass

Shamal joined JBWere in 2012 and leads the Philanthropic Services and Family Advisory business. He provides tailored advice to for-purpose organisations and private clients.  

Shamal is an Adjunct Associate Professor at the Centre for Social Impact, University of NSW Business School, and teaches the Governance for Social Impact course at the Australian Graduate School of Management (AGSM). He serves as a volunteer for a number of organisations, including Earthwatch Australia, Two Good Foundation and The Constellation Project

Peter-Roach

Peter joined JBWere in 2020 as a specialist in wealth transition and control across generations for high net worth families. 

He has held many influential roles throughout his career, including as the CEO of Cambooya Services, Australia’s largest single-family offices. Before joining JBWere, Peter established his own Accountancy Practice, specialising in family advice around structuring, taxation and succession planning. He is a volunteer Council Member for Ravenswood School for Girls. 

Luke-Branagan

After establishing the community program at ASIC and managing the MLC Community Foundation as part of NAB’s Corporate Responsibility Leadership Team, Luke joined the JBWere Philanthropic Services team in 2015. 

Luke has a deep understanding of investment governance, responsible investment and philanthropy, and provides strategic advice on mission, funding models and systems mapping. He’s on the JBWere Diversity and Inclusion Council, and volunteers for Batyr and the World Mosquito Program. 

John-McLeod

Before co-founding the JBWere Philanthropic Services in 2001, John spent 16 years as a financial analyst and manager in the firm’s Resource Research group. 

John produces the leading research reports for the trends in the for-purpose and philanthropy sectors. He is also responsible for compiling the list of Australia’s major philanthropists for the Australian Financial Review’s (AFR) annual special, Philanthropy 50, as well as Australia’s top 50 companies for corporate community investment, published in the AFR’s Boss magazine. He volunteers for Summer Housing and Philanthropy Australia. 

Jo-Paino

Josephine joined JBWere in 2008, managing a number of teams within the Client Services department before moving into Private Wealth Management. In 2012, she joined the Philanthropic Services team.

Josephine works closely with JBWere advisers on investment governance and process, and has special expertise working with organisations in the health, early childhood, education and local government sectors. She serves on the JBWere Diveristy and Inclusion Council, and volunteers for the Mercy Health Foundation.

Wendy-Scott-Hamilton

Wendy joined the Philanthropic Services team in 2018 and works closely with our purpose-led clients to provide specialist advice in investment governance, responsible investing and strategic alignment. 

Before joining JBWere, Wendy worked internationally in Hong Kong, Jersey (Channel Islands) and the Middle East, advising high net worth individuals on their wealth structuring and legacy requirements. She has volunteered extensively throughout South-East Asia, and currently volunteers for Impact100 WA and a Private Ancillary Fund. 

Andrew-Leaw

Andrew joined JBWere’s Operations Division as a portfolio performance analyst before becoming part of the Philanthropic Services team in 2017. He helps to curate and deliver market leading insights and experiences for our clients, and the sector at large.  

Andrew is the secretary of the JBWere Charitable Endowment Fund, and is passionate about helping for-purpose and private clients achieve their philanthropic missions.

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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