Our Services

JBWere provides wealth solutions to high-net-worth individuals and institutional clients. Our Premium service offers a high touch custodial partnership providing sophisticated investors the highest degree of expertise, integrity and responsiveness.

Premium Service

Our Premium Service encompasses every aspect of best-practice wealth management. You’ll have your trusted JBWere advisor working alongside you, so you can make intelligent decisions that support your personalised investment strategy.

  • A collaborative partnership with a trusted adviser 
  • Bespoke strategy based on individual risk profile and goals
  • Unlimited access to award-winning research
  • Comprehensive reporting and performance reviews

More about our premium service

Research and Strategy

Our in-house research group works with only the best information. At their fingertips are the resources of NAB and our world-class partners who bring a wellspring of financial and market news.

This service includes:

  • In-depth New Zealand and Australian company research
  • Access to trusted global research
  • Personal investment strategy development
  • Asset allocation recommendations
  • Optimum portfolio construction

Custodial Platform

The JBWere Custodial Platform provides the benefits of reduced paperwork and streamlined portfolio management.  Dividends, coupon payments, tax obligations, cash management and reporting are all taken care of.

This service includes:

  • Administration of your portfolio via our nominee company
  • Timely settlement of market transactions
  • Quarterly reporting and annual income statement
  • Competitive rate of interest for on call funds

Margin Lending Service

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.

This service includes:

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

Approved Securities