Company Research Report: JBWere Limited
Company Overview
Name
JBWere Limited
Mission of the Company
To preserve and enhance clients’ wealth, providing trusted advice that stands the test of time.
Founded
1840
Founders
No information is available.
Key People in the Company
- Cathryn Carver - Chair of the Board
- Michael Saadie - CEO, JBWere
- Greg Braddy - Deputy Group CFO, NAB
- Maria Lykouras - Executive, JBWere; CEO, JBWere Australia
- Andrew Bird - General Manager, Advice
- Sally Auld - Chief Investment Officer
- Shamal Dass - Head of Family Advisory & Philanthropic Services
- Kirsty Fraser - Head of Advice NSW/ACT
- Damian Robinson - Head of Advice NSW/QLD
- Lee Mowat - Head of Advice VIC/TAS
- Doug Picken - Head of Advice VIC/TAS
- Barbara Di Labio - Head of Advice WA
- Alistair Cowan - Head of Advice SA
Headquarters
Australia
Number of Employees
250+
Revenue
No information is available.
What is the Company Known For
High-level wealth management services, including investment advice, wealth advice, family advisory, and philanthropic advice.
Products
Wealth Advice
- Description: Provides holistic, tailored financial frameworks combining expertise in investment structures, cashflow planning, financial modeling, superannuation, portfolio management, estate and succession planning, and philanthropic planning.
- Key Features:
- Structure and protect wealth
- Tax-effective financial frameworks
- Personal and unique financial plans
Investment Advice
- Description: Detailed financial planning and guidance through complex and dynamic markets, leveraging expertise for comprehensive portfolios.
- Key Features:
- Tailored asset allocation strategy
- Ongoing portfolio management
- Strategic investment planning
Family Advisory
- Description: Focuses on governance, strategy, and leadership advice for family enterprises and wealth transfer.
- Key Features:
- Tailored governance frameworks
- Family history and relationship understanding
- Long-term wealth infrastructure
Philanthropic Advice
- Description: Supports clients in making impactful societal contributions through tailored giving strategies.
- Key Features:
- Effective governance frameworks
- Strategies for social impact
- Support for legacy-building philanthropic activities
Alternative Investments
- Description: Provides insights and strategies for alternative investments to strengthen portfolios.
- Key Features:
- Uncorrelated investment strategies
- Diverse asset classes
- Long-term value enhancement
Recent Developments
Recent Developments in the Company
No specific recent developments found.
New Products Launched
No new products information is available.
New Features Added to Existing Products
- Fixed Income Strategies Enhancement: Phasing out of hybrid instruments and implications on bank hybrids and Tier 2 capital.
New Partnerships
- Global Strategic Partnerships: Collaborations with NAB Group, UBS, Moelis & Co., and research providers to deliver extensive capabilities and strong governance.
