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Delivering on mission

At JBWere we work closely with our ‘for-purpose’ clients to provide insight and advice that go beyond investment management, to assist them achieve their wider strategic objectives and deliver on their mission.

Building on the broader investment capabilities of JBWere, our Philanthropic Services team offers three core services that differentiate and elevate our offering to our ‘for-purpose’ clients.

Our core service offering:

Tailored strategic advice

We provide tailored strategic advice to ‘for-purpose’ organisations and philanthropic entities to enable them to deliver on their mission.

Best-practice investment governance

We assist clients to develop tailored, robust investment governance frameworks in line with international best practice. 

Education & development

We provide exclusive opportunities for our clients to learn from international experts and peers to enhance their capacity to execute their strategy.


In addition to providing strategic advice and guidance to our clients, members of the Philanthropic Services team and our adviser network, actively participate in the ‘for-purpose’ sector in volunteer and fiduciary roles. This experience enables us to give advice that takes into account the unique set of issues faced by organisations that must invest in a manner that will satisfy diverse stakeholders, in an environment of heightened focus on governance.