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Growing challenges and emerging opportunities for NZ’s not-for-profit sector, says JBWere’s New Zealand Cause Report.
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20th August 2018 - 3:58 pm
Building on our Philanthropic Services Offering, we are pleased to announce that as of the 1st August 2018, JBWere is a member of the Responsible Investment Association of Australasia (RIAA).
11th September 2018 - 1:14 am
Please join Rickey Ward, JBWere NZ Equity Manager, for a market updatecovering the Australian and New Zealand Reporting Season.
An Authorised Financial Adviser, John Bodie provides advice to private individuals and institutional clients on a wide range of financial securities, including derivatives.
Lisa joined JBWere New Zealand in 2017, specialising in Private Wealth Management.
With over 17 years in the offshore and finance industry, Mark brings with him a wealth of experience to JBWere.
Andrew Crombie has been with our JBWere Wellington office since 2006 and provides advice to a range of family groups, charities and private companies.
Ally Cui 崔颖瑶 joined JBWere in 2015 specialising in immigration portfolios.
Ally speaks both English and Chinese 国粤语.
Meet Ally 崔颖瑶
Bernard Doyle oversees New Zealand equity strategy and global tactical asset allocation for JBWere’s private and institutional clients.
Philip England has been with JBWere since 2005, arriving with nearly 15 years’ experience gained at a boutique investment advisory in London.
Michael Ensor has been with JBWere since 2004. He is an accredited NZX Adviser and an Authorised Financial Advisor.
After graduating with a Bachelor of Commerce (Hons) in Management from the University of Canterbury, David worked in the banking industry with the ANZ for eight years, in both Commercial Banking and Foreign Exchange Sales roles.
During his successful financial career that started in 1985 at Jordan Sandman Smythe, Mark works with individuals, family offices, trusts and charitable institutions
Tony is a highly-experienced adviser who tends to the investment requirements of private individuals, trusts, corporations and charities.
Hayden Griffiths has considerable expertise in modelling prospects for risk and return to help JBWere’s clients make sound investment decisions.
Stuart joined JBWere is 2015 working alongside John Bodie, he has 15 years significant financial sector experience.
An Authorised Financial Adviser, Andrew Harvey has a Bachelor of Management Studies, Finance and Economics (Waikato) and is a NZX accredited adviser.
A man of many talents, Paul Henry has been engaged with the financial services sector since 2005, first as an analyst and more recently as an investment adviser.
An Authorised Financial Adviser and a member of the NZ Institute of Chartered Accountants since 1977.
Nathan Latimer is an Authorised Financial Adviser, holds a NZX Diploma and is an accredited NZX Equities, Futures and Options Adviser.
Louise began her financial career in with JBWere in 1994 after 11 years in the legal profession in Auckland.
An investment adviser with JBWere since 2007, David Lynch has always enjoyed the challenges of the financial services sector
As Head of Fixed Income for JBWere, Peter May is primarily responsible for client portfolio structuring. Previously, he was one of our fixed income specialists
Dedicated to the investment needs of Cantabrians, Barry McLauchlan co-manages the Christchurch office of JBWere.
Craig leads the New Zealand business and has over 15 years’ experience in the financial services industry.
Tom joined JBWere in 2004. Tom enjoys the process of overlaying investment wisdom with a client’s priorities to develop a customised plan for prosperity.
Bruce Robertson specialises in the area of Private Wealth Management.
An Authorised Financial Adviser, John has nearly three decades of experience in the financial services industry.
JBWere adviser Humphrey Sherratt has an immense depth of experience with money markets, gained in New Zealand, the UK and Australia.
Jeremy has 15 years financial services experience commencing his career at Deloitte, and moving into financial markets at ABN Amro and ANZ Institutional prior to joining JBWere.
Peter joined JBWere in 1997 as an adviser for high net worth individuals, family offices, trusts and charitable institutions. He is an Authorised Financial Adviser.
Mark Stratford offers his clients the winning combination of recognised expertise and significant experience. He is an Authorised Financial Adviser at JBWere.
Andrew joined JBWere in 2013 and has over 20 years experience working in financial markets
Originally from the United Kingdom, where he worked for Natwest Stockbrokers, Gareth has been a JBWere private client adviser since 2003.
A Chartered Accountant by training, David has been an investment advisor with JBWere since 1986
Jon is involved with many clients that have sold their private businesses, helping them with the transition (and lifestyle changes) of running a business to managing their finances.
Rickey Ward is an award winning portfolio manager with over 20 years’ experience in financial markets.
Meet our people