The JBWere Premium Service encompasses every aspect of best-practice wealth management. You’ll have your trusted JBWere adviser working alongside you, as well as the market intelligence of our award-winning in-house research team.
As a Premium Service client you’ll receive a combination of investment advice, brokerage and custodial services for an annual fee which is calculated as a percentage of the funds invested.
“I get the best of all possible worlds investing with JBWere. They are an organisation of vast resources, yet their service is totally personalised. Their reporting is precise and comprehensive, yet uncomplicated. They give credible advice based on years in the business, yet they listen fully to what my aspirations and investment requirements are and tailor my portfolio accordingly.”
JBWere Premium Service client