For more information on the JBWere resources below, please email our Investor Services team at email@example.com or call us on 1800 812 267.
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:
To learn more about the ISG research investment process for each asset class, click below:
The JBWere Multi-Asset Platform (MAP) is our central offering for our Private Wealth Management clients. It provides you with access to a comprehensive range of products and services including:
To obtain a copy of the current MAP Investment Menu - Managed Funds please contact your JBWere Adviser.
Currently the JBWere MAP is only available to Wholesale Clients.
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 4.10% p.a.^ - effective from 8 November 2023.
^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.
View current and historic JBWere Cash Account Interest Rates
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.
If you have further questions, speak to your JBWere Adviser or refer to JBWere Cash Account - Answering your questions.
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).
These Financial Services Guides (FSG) provide important information about JBWere’s services, products and fees. They can assist you when deciding to use our services.
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