JBWere

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Latest News

Strategy Snapshot

22nd June 2018 - 3:32 pm

Please join Bernard Doyle, JBWere NZ Strategist, for a market update covering 3 key areas:

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Research

Strategy Snapshot

06th July 2018 - 11:55 am

Please join Andrew Thompson, JBWere NZ Investment Analyst, for a market update covering:

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Our People

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John Bodie

An Authorised Financial Adviser, John Bodie provides advice to private individuals and institutional clients on a wide range of financial securities, including derivatives.

Meet John

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Lisa Connor

Lisa joined JBWere New Zealand in 2017, specialising in Private Wealth Management.

Meet Lisa

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Mark Corlett

With over 17 years in the offshore and finance industry, Mark brings with him a wealth of experience to JBWere.

Meet Mark

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Andrew Crombie

Andrew Crombie has been with our JBWere Wellington office since 2006 and provides advice to a range of family groups, charities and private companies.

Meet Andrew

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Ally 崔颖瑶 Cui

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

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Bernard Doyle

Bernard Doyle oversees New Zealand equity strategy and global tactical asset allocation for JBWere’s private and institutional clients.

Meet Bernard

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Philip England

Philip England has been with JBWere since 2005, arriving with nearly 15 years’ experience gained at a boutique investment advisory in London.

Meet Philip

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Michael Ensor

Michael Ensor has been with JBWere since 2004. He is an accredited NZX Adviser and an Authorised Financial Advisor.

Meet Michael

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David Fussell

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.

Meet David

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Mark Gander

During his successful financial career that started in 1985 at Jordan Sandman Smythe, Mark works with individuals, family offices, trusts and charitable institutions

Meet Mark

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Tony Glucina

Tony is a highly-experienced adviser who tends to the investment requirements of private individuals, trusts, corporations and charities.

Meet Tony

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Hayden Griffiths

Hayden Griffiths has considerable expertise in modelling prospects for risk and return to help JBWere’s clients make sound investment decisions.

Meet Hayden

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Stuart Hardie

Stuart joined JBWere is 2015 working alongside John Bodie, he has 15 years significant financial sector experience.

Meet Stuart

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Andrew Harvey

An Authorised Financial Adviser, Andrew Harvey has a Bachelor of Management Studies, Finance and Economics (Waikato) and is a NZX accredited adviser.

Meet Andrew

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Paul Henry

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.

Meet Paul

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Rob Josephson

An Authorised Financial Adviser and a member of the NZ Institute of Chartered Accountants since 1977.

Meet Rob

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Nathan Latimer

Nathan Latimer is an Authorised Financial Adviser, holds a NZX Diploma and is an accredited NZX Equities, Futures and Options Adviser.

Meet Nathan

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Louise Lawton

Louise began her financial career in with JBWere in 1994 after 11 years in the legal profession in Auckland.

Meet Louise

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David Lynch

An investment adviser with JBWere since 2007, David Lynch has always enjoyed the challenges of the financial services sector

Meet David

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Peter May

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

Meet Peter

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Barry McLauchlan

Dedicated to the investment needs of Cantabrians, Barry McLauchlan co-manages the Christchurch office of JBWere.

Meet Barry

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Craig Patrick

Craig leads the New Zealand business and has over 15 years’ experience in the financial services industry.

Meet Craig

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Tom Phillips

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.

Meet Tom

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Bruce Robertson

Bruce Robertson specialises in the area of Private Wealth Management.

Meet Bruce

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John Rowley

An Authorised Financial Adviser, John has nearly three decades of experience in the financial services industry.

Meet John

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Humphrey Sherratt

JBWere adviser Humphrey Sherratt has an immense depth of experience with money markets, gained in New Zealand, the UK and Australia.

Meet Humphrey

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Jeremy Smith

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.

Meet Jeremy

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Peter Stokes

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.

Meet Peter

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Mark Stratford

Mark Stratford offers his clients the winning combination of recognised expertise and significant experience. He is an Authorised Financial Adviser at JBWere.

Meet Mark

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Andrew Sturgeon

Andrew joined JBWere in 2013 and has over 20 years experience working in financial markets

Meet Andrew

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Gareth Stythe

Originally from the United Kingdom, where he worked for Natwest Stockbrokers, Gareth has been a JBWere private client adviser since 2003.

Meet Gareth

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David Templeton

A Chartered Accountant by training, David has been an investment advisor with JBWere since 1986

Meet David

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Jon Tierney

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.

Meet Jon

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Rickey Ward

Rickey Ward is an award winning portfolio manager with over 20 years’ experience in financial markets.

Meet Rickey

Meet our people