Our service encompasses industry-leading, best-practice wealth management in every aspect.

You’ll have your trusted JBWere adviser working alongside you, so you can make informed decisions that support your personalised investment strategy.

For Individuals / Families

Research & Strategy

Our Investment Strategy Team has the resources of our world-class partners at their fingertips, keeping them ahead of developments in the changing financial world.

  • Personal Investment strategy development
  • Asset allocation recommendations
  • Optimum portfolio construction

 

JBWere Platform

The JBWere Platform and custodial service offers our clients streamlined portfolio management. Benefits such as dividend, coupon and cash management processing including settlements, as-well as access to open architecture deposit rates from all major banks.

  • 24/7 access to our client portal
  • Detailed tax and performance reporting
  • Proxy access to a wide range of PIE funds
  • Access to live market pricing and custom watchlists
  • Administration of your portfolio

 

Margin Lending

A JBWere margin lending facility lets you leverage your existing portfolio to generate funds for investment or other purposes. You will be given a credit limit, which represents a percentage of the value of your securities.

  • Up to 75% lent against most major securities
  • Multi-currency loans for greater flexibility
  • A generous margin call buffer
  • Competitive interest rates

For Institutional Clients

Investment Strategy

The open architecture nature of our offering combines a blend of internal and external expertise necessary to build a portfolio that is truly fit for purpose.

  • Investment scenario modelling
  • Optimum portfolio construction
  • Socially responsible investment framework
  • Foreign currency hedging

 

DISCRETIONARY INVESTMENT MANAGEMENT

Our discretionary service allows institutional clients to designate day-to-day investment management operational responsibility to JBWere, while retaining fiduciary governance responsibilities.

  • Trustee involvement is reduced to their core fiduciary governance oversight role
  • SIPO compliance is maintained at the security level
  • Day-to-day control of investment decision making is managed by JBWere including any rebalancing to ensure that allocations are within target ranges
  • Active monitoring against your personalised, agreed mandate

 

JBWere Platform

The JBWere Platform and custodial service offers our clients streamlined portfolio management. Benefits such as dividend, coupon and cash management processing including settlements, as-well as access to open architecture deposit rates from all major banks.

  • 24/7 access to our client portal
  • Detailed tax and performance reporting
  • Proxy access to a wide range of PIE funds
  • Access to live market pricing and custom watchlists
  • Administration of your portfolio

“They listen fully to what my aspirations and investment requirements are and tailor my portfolio accordingly.”

Client
Become a JBWere client

Talk to us today about your financial ambitions

Louise Wealth