J B Were 

J B Were 
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  • Business Details
  • What we do

Who we are

JBWere was established in 1840 and is a highly regarded Private Wealth brand across the Australian wealth management industry. The management of intergenerational, family and institutional wealth has been the cornerstone of the JBWere business since inception.

JBWere Limited is a wholly owned subsidiary of the NAB Group and provides clients with an extensive array of investment options.

The organisation is focused on delivering leading investment research insights, solutions and portfolio management services to an extensive range of retail and sophisticated investors.

JBWere, through its financial networks, provides specialised research capabilities across a diversified suite of asset classes including Australian equities, global equities, Australian and international fixed interest and property.

The JBWere Investment Strategy Group (ISG) is focused on identifying companies with high quality earnings growth that can be purchased at a reasonable price and those companies that have identifiable and sustainable business models.

The ISG team adheres to a well-defined portfolio construction methodology with extensive risk management tools.

Contact us

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0414 443 236