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Bruce Robertson
Wealth Management Adviser
Bruce is a Managing Director at JBWere, specialising in Private Wealth Management. He works closely with a select group of private individuals, family offices, and institutional clients, delivering clear, client-focused advice with a pragmatic approach.
Before joining JBWere in 1997, Bruce worked as an investment analyst at a leading investment bank, focusing on mergers and acquisitions, following his early career at one of the Big Five accounting firms.
He is a Chartered Accountant and holds a Bachelor’s degree in Accounting and Finance. Bruce is also a qualified Financial Adviser, a Foundation NZX Broker, and an NZX Adviser.
Outside the office, Bruce enjoys spending time with his wife and their three children.