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JBWere provides wealth solutions to high-net-worth individuals and institutional clients. Our Premium service offers a high touch custodial partnership providing sophisticated investors the highest degree of expertise, integrity and responsiveness.
Our Premium Service encompasses every aspect of best-practice wealth management. You’ll have your trusted JBWere advisor working alongside you, so you can make intelligent decisions that support your personalised investment strategy.
More about our premium
Our in-house research group works with only the best information. At their fingertips are the resources of NAB and our world-class partners who bring a wellspring of financial and market news.
This service includes:
The JBWere Custodial Platform provides the benefits of reduced paperwork and streamlined portfolio management. Dividends, coupon payments, tax obligations, cash management and reporting are all taken care of.
A JBWere Margin Lending facility lets you leverage your existing portfolio to generate funds for investment or other purposes. You will be given a credit limit, which represents a percentage of the value of your securities.