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For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
JBWere New Zealand and Jarden Wealth officially unite under a single name today – JBWere – marking a major milestone for the leading wealth management and investment advisory firm.
The move brings together the resources and expertise of 115 advisors across 15 locations, collectively now managing more than $30 billion in client assets.
Craig Patrick, CEO of JBWere New Zealand, says consolidating two of the country’s most respected wealth management teams creates even more opportunities for clients and will enable the business to unlock the full potential of both to accelerate growth.
“We are proud to bring together the strengths of Jarden Wealth and JBWere NZ under a single name, forming a united team focused on supporting the long-term ambitions of New Zealand families, for-purpose organisations and businesses,” says Patrick.
“Our clients trust us to deliver tailored advice, enduring relationships and access to leading investment thinking. By coming together, we’re delivering the benefits of scale while staying true to those principles.”
Patrick says that although today marks an evolution in the business, its core focus remains on delivering highly personalised service that helps clients grow and protect their wealth.
“Our commitment to deep client relationships, providing market-leading investment insights and putting client wealth to work for generations to come remains as strong as ever."
www.jbwere.co.nz
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