Resources - JBWere Wealth Management (2024)

Our Investment Strategy Group (ISG) is a team of highly experienced investment strategists and analysts. They’re the driving-force behind our investment recommendations and asset allocation strategies. The ISG undertakes in-house research across a diversified suite of asset classes. The team’s research draws on a wide range of views, including those from our domestic and global research partners and other well-respected external industry research suppliers.

Using these insights, the ISG provides the information necessary to construct and manage client portfolios – including:

• Economic outlook
• Analysis of global investment trends, opportunities, challenges and investment markets
• Strategic and tactical asset allocation advice
• Direct model portfolio and advice
• In-depth managed funds research

To learn more about the ISG research investment process for each asset class, click below:

• JBWere Investment Philosophy
• JBWere Responsible Investment Policy
• Equities
• Investment Funds Research
• Fixed Income
• Alternative Investments
• Multi-Asset Model Portfolio

The JBWere Multi-Asset Platform (MAP) is our central offering for our Private Wealth Management clients. It provides you with access to a comprehensive range of products and services including:

• Advisory services
• Investment advice
• Asset allocation
• Strategic Financial Planning
• Execution and settlement of trades
• Custody and administration of assets
• An Investor Directed Portfolio Service
• Consolidated portfolio reporting
• Discretionary and managed portfolio solutions

Key documents:

MAP Service Guide - Part 1
MAP Fees and other costs - Part 2
MAP Financial Services Guide

JBWere IDPS Target Market Determination

To obtain a copy of the current MAP Investment Menu - Managed Funds please contact your JBWere Adviser.

Additional information

MAPHow to Guide
MAP Custody Deed
Amending Deed -MAP Custody Deed
MAP Core Terms and Conditions

The JBWere Cash Account is designed to be used as a transactional cash hub and the centre of your investment related transactions in connection with your JBWere Multi-Asset Platform account. It lets you and your adviser have a clear view of the money you hold in relation to the JBWere Multi-Asset Platform, making it quicker and easier for you to act on investment decisions.

There are no establishment fees for opening an account and you will earn a competitive return on your entire account balance.

The current interest rate is 4.10% p.a.^- effective from 8 November 2023.

^This interest rate is payable net of management costs (which vary up to 0.70% pa) and may vary depending on a range of factors, including (but not limited to) changes in the cash rate target determined by the Reserve Bank of Australia.

View current and historicJBWere Cash Account Interest Rates

Disclosure information

Any advice contained on this website comprises general advice only and has been prepared without taking into account your investment objectives, financial situation or needs. Accordingly, before making a decision to invest in the JBWere Cash Account, you should consider the documents below and assess whether it is appropriate in light of your own financial circ*mstances, or contact your adviser.

• JBWere Cash Account Information Statement
• JBWere Cash Account Terms of Facilities
• NAB Professional Funds Account Terms and Conditions
• MAP Service Guide - Part 1
• MAP Fees and other costs - Part 2

If you have further questions, speak to your JBWere Adviser or refer toJBWere Cash Account - Answering your questions.

JBWere Philanthropic Services is a dedicated specialist team established in 2001 to encourage, support and assist the broader community by providing professional strategic advice to individuals, families, companies and for-purpose organisations.

Our team works with a diverse group of donors, from private individuals to some of Australia’s most experienced philanthropic families. We also assist Australian charitable and other ‘for purpose’ organisations to effectively manage their resources to maximise the impact of the wide range of services they provide to the Australian community.

We can be contacted for any queries you may have regarding philanthropic options available to you or any aspect relating to the JBWere Charitable Endowment Fund (CEF).

Key documents

Information Memorandum
CEF Update March 2023
CEF Flyer
Additional Donation Form
Grant Request Form

2023 Audit report

JBWere - EY Audit Report IDPS Annual Statement Controls

JBWere - EY Independent review of IDPS Annual Statements Controls

View all historical audit reports atIDPS Audit reports.

These Financial Services Guides (FSG) provide important information about JBWere’s services, products and fees. They can assist you when deciding to use our services.

JBWere Financial Services Guide (for all JBWere clients)
JBWere Multi-Asset Platform FSG (for JBWere Multi-Asset Platform clients)
WealthHub FSG (for JBWere clients using our broking service)