JBWere is an Australian private wealth management firm that has worked with clients since 1840. It partners with individuals and families—including entrepreneurs, executives, business owners, fiduciaries and stewards of family wealth—to help protect and grow their assets over time. Its services include wealth advice on structuring and protecting wealth, investment advice to support decisions in changing markets, philanthropic services, and family advisory that considers the relationships and history connected to family wealth.

JBWere also offers investment strategy and market insights, guided by an investment philosophy focused on consistent risk-adjusted returns and preserving and enhancing clients’ wealth. The firm serves for-purpose organisations and provides information on responsible investing, alongside access to its advisers, research and resources. JBWere describes its work as supporting clients’ goals, positive impact and the stewardship of wealth across generations.

It reports more than 250 industry experts, with funds under management and assets under advice disclosed on its website. JBWere Limited is identified as holding Australian financial services and credit licences