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Power, Principles & Potential
Over two packed days, and through our partnership with Harvard Business School, JBWere NZ presented six masterclasses designed for governors and CEOs from across the for-purpose sector in Aotearoa New…
Philanthropy
Change is constant, and it informs our approach. Our focus on financial developments lets us form a longer range vision and make better decisions for your success.
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JBWere appoints Anne Rodda as Manager, Philanthropic Services
JBWere, a leading provider of investment management and philanthropic impact services amongst private clients and in the for-purpose sector, is delighted to announce the appointment of Anne Rodda as Manager,…
Reflections from Investing for Impact Conference 2025
Insight: How investors are navigating the next era of impact At the 2025 Investing for Impact Conference, John Morrow joined a panel exploring one of the most pressing questions facing the…
24th Waitangi Rua Rautau Lecture
Each year, the Rua Rautau series brings together leaders and thinkers to address the evolving relationship between Māori and Pākehā in Aotearoa New Zealand, and to challenge the nation on…
Women in wills, a unique role in the great wealth transfer
JBWere NZ Bequest Report follow-up: ‘Women in wills, a unique role in the great wealth transfer’ There is a certain irony in where we’ve landed.
JBWere appoints Matthew Williams as Senior Manager, Philanthropic Services
JBWere, a leading provider of investment management and philanthropic impact services amongst private clients and in the for-purpose sector, is delighted to announce the appointment of Matthew Williams as Senior…
Our submission in response to Inland Revenue paper on taxation and the not-for-profit sector
The Inland Revenue’s Issues Paper: Taxation and the not-for-profit sector raises questions about the future of charity income tax exemptions, particularly business income unrelated to a charity’s core purpose, and the additional…
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Bequest Report Insights
We recently released the 2025 Bequest Report, which looks at the trends, behaviours and opportunities around charitable bequesting in New Zealand.
The Bequest Report 2025
Only 55% of New Zealand adults have a will, and just 6% of wills include a charitable gift as part of the inheritances. Bequests account for just 1.
Charities Amendment Guide
JBWere supports the release of the Charities Amendment Guide to explain what charities need to know to satisfy the new regulations.