Our Investment Strategy Group (ISG) is a team of highly experienced investment strategists and analysts. They’re the driving-force behind our investment recommendations and asset allocation strategies. The ISG undertakes in-house research across a diversified suite of asset classes. The team’s research draws on a wide range of views, including those from our domestic and global research partners and other well-respected external industry research suppliers.
Using these insights, the ISG provides the information necessary to construct and manage client portfolios – including:
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
To learn more about the ISG research investment process for each asset class, click below:
The JBWere Cash Account is designed to be used as a transactional cash hub and the centre of your investment related transactions in connection with your JBWere Multi-Asset Platform account. It lets you and your adviser have a clear view of the money you hold in relation to the JBWere Multi-Asset Platform, making it quicker and easier for you to act on investment decisions.
There are no establishment fees for opening an account and you will earn a competitive return on your entire account balance.
The current interest rate is 0.05% p.a.^ - as at 1 July 2021.
^This interest rate is payable net of management costs (which vary up to 0.70% pa) and may vary depending on a range of factors, including (but not limited to) changes in the cash rate target determined by the Reserve Bank of Australia.
Any advice contained on this website comprises general advice only and has been prepared without taking into account your investment objectives, financial situation or needs. Accordingly, before making a decision to invest in the JBWere Cash Account, you should consider the documents below and assess whether it is appropriate in light of your own financial circumstances, or contact your adviser.
The JBWere Cash Trust ARSN 160 854 227 (Cash Trust) has been closed to new investors. At the unitholders' meeting of the Cash Trust held on 18 March 2021, unitholders approved a resolution to terminate the Cash Trust.
The current interest rate is 0.01% p.a.^ - as at 4 November 2020.
^This interest rate is payable net of management costs (which vary up to 0.90% pa) and may vary depending on a range of factors, including (but not limited to) changes in the cash rate target determined by the Reserve Bank of Australia.
Our Broking and Execution service gives you access to investment advice and trade execution across ASX-listed securities and Exchange Traded Options (ETOs). Trade execution, clearing and settlement for the service is provided by WealthHub Securities Limited.
Investments accessible via this service include:
ASX Partly Paid Securities
ASX Exchange Traded Funds
ASX Exchange Traded Options
You will also have access to your online account to view your investment portfolio and transactions, research and model portfolios.
Important Notice WealthHub Securities Limited ABN 83 089 718 249 AFSL 230704 (‘WealthHub Securities’) is a Market Participant of the Australian Securities Exchange Limited (‘ASX’) and Chi-X Australia Pty Ltd (‘Chi-X’) and a wholly owned subsidiary of National Australia Bank Limited ABN 12 004 044 937 AFSL 230686 (‘NAB’). NAB does not guarantee the performance or obligations of WealthHub Securities or the products or services WealthHub Securities offers. The JBWere Exchange Traded Options Product Disclosure Statement (PDS) can be downloaded from this page. The PDS is issued by WealthHub Securities Limited. The information contained in the PDS has been prepared without taking into account your investment objectives, financial situation or needs. Before making a decision to invest in Exchange Traded Options you should consider the PDS and assess whether ETOs are appropriate for you in light of your own financial circumstances.
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. Please contact our team directly for more information.
JBWere Philanthropic Services is a dedicated specialist team established in 2001 to encourage, support and assist the broader community by providing professional strategic advice to individuals, families, companies and for-purpose organisations.
Our team works with a diverse group of donors, from private individuals to some of Australia’s most experienced philanthropic families. We also assist Australian charitable and other ‘for purpose’ organisations to effectively manage their resources to maximise the impact of the wide range of services they provide to the Australian community.
We can be contacted for any queries you may have regarding philanthropic options available to you or any aspect relating to the JBWere Charitable Endowment Fund (CEF).