Access to investment excellence
With JBWere, you can be confident about enhancing your wealth and managing your risk – now and into the future.
JBWere gives you access to world-class investment capabilities and expertise to achieve your goals. Your JBWere Advisory Team provides bespoke investment advice to respond to your unique and complex needs. We are proactive in our approach, using our in-depth knowledge of markets and investment themes to preserve your capital and meet your portfolio objectives.
Underpinning our investment advice is a disciplined, process-driven approach to investing and rigorous, world-class research.
Our investment advice process:
We start by mapping out a comprehensive investment plan, capturing key information such as your risk profile, short and long-term investment objectives, investment time horizon and ownership structures.
We then design the optimal asset allocation strategy for you. We will diversify your portfolio across equities, fixed interest, cash, property and alternative investments as appropriate to help minimise risk and achieve your long-term objectives.
Drawing on your investment plan and asset allocation strategy, we recommend specific investment products and helps you execute the investments. Our team will deliver a diverse range of products to ensure consistent risk adjusted performance.
We track your portfolio on an ongoing basis and engage with you regularly to discuss market developments and necessary changes to strategy or tactical asset allocation.