Growing Wealth
We encompass industry-leading wealth management in every aspect
With market-leading research and expert analysis providing our advisers with the right information at the right time, we’re able to make informed choices for individuals and institutional clients alike.
This proven way of doing things offers you, the investor, the highest degree of expertise, integrity and responsiveness.
For our clients
You’ll have your trusted JBWere adviser working alongside you, so you can make informed decisions that support your personalised investment strategy.
Our Investment Strategy & Research Team has the resources of our world-class partners at their fingertips, keeping them ahead of developments in the changing financial world.
We are committed to you and your long term investment goals, preserving and enhancing your wealth for generations to come.
Discretionary Investment Management
Our licensed Discretionary Investment Management Service provides us the ability to manage your portfolio on your behalf, including taking care of all portfolio administration, freeing your time for other commitments or pursuits.
We place the utmost importance on:
- The security of your assets
- Understanding your financial needs
- The type of investment journey you will be comfortable with
- Respecting any restrictions you may wish to observe and providing a high level of transparency through this process
Portfolio Advice
Our Portfolio Advice Service will provide you research based investment advice and opinion while you make the decisions at each step. In addition, where our custody service is utilised, all portfolio administration, including annual tax reporting is provided.
We support you in your investment decisions, assisted by your adviser and our market leading research.
Margin Lending
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.
- Up to 75% lent against most major securities
- Multi-currency loans for greater flexibility
- A generous margin call buffer
- Competitive interest rates
Connect with us today.
Find a JBWere adviser in your region.