Policy with purpose: Our perspective on proposed charity tax changes
The changes proposed by Inland Revenue for donor-controlled charities mark the most significant shift in a decade for New Zealand’s philanthropic sector.
News & Insights
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.
The Great Wealth Transfer - "Everybody's Talking"
Supporting stronger futures for charities through diversified funding: Legacy giving and Gift-In-Wills programmes Across New Zealand everyone is talking about the Great Wealth Transfer, and the JBWere Bequest Report 2025.
Unlocking New Zealand’s philanthropic potential through legacy giving
JBWere NZ Head of Philanthropic Services John Morrow, was interviewed by Simon Shepherd for NBR’s Business podcast: The $1. 6T wealth transfer: could it save New Zealand’s charities?
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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…
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"The Year of Finer Margins"
2025 has been both rewarding and eventful for investors. Resilient global growth, strong corporate fundamentals, and enthusiasm for artificial intelligence have helped drive equity markets higher.
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,…
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"Ageing Gracefully"
For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
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"Slip, Slop, Slap"
Global equities have been on a remarkable run this year — and September kept the momentum going. In NZD terms, returns have been especially strong.
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…
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"Keep On Keeping On"
Is US Exceptionalism Fading? Few investment themes generate as much discussion as the concept of US exceptionalism—the belief that the US economy and equity markets consistently outperform global peers.