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Access to investment excellence

With JBWere, you can be confident about enhancing your wealth and managing your risk – now and into the future. 

Our Investment Strategy Group (ISG) is a team of highly experienced investment strategists and analysts; the driving-force behind our investment recommendations and asset allocation strategies. The ISG undertakes in-house research across a diversified suite of asset classes. Supporting the team’s research is a wide range of views including those from our domestic and global research partners and other well-respected external industry research suppliers. 

Drawing on these insight, the ISG provides the information necessary to construct and manage your portfolio including:

  • Our economic outlook
  • Analysis of global investment trends, opportunities, challenges and investment markets
  • Strategic and tactical asset allocation advice
  • Direct model portfolio and advice
  • In-depth managed funds research