We believe in long-term relationships built on trust. That’s why Australia's most successful people, families, and ‘for purpose’ organisations partner with JBWere for tailored strategic wealth and investment advice.

Drawing on the strengths of world-class partners and the NAB Group, our personal and integrated approach makes it easy to generate powerful financial and social returns – for generations.

Founded in 1840 by Jonathan Binns Were, the business currently employs more than 300 staff across its six offices in Australia. We are proud to manage over $58 billion in assets under advice.

Finance

Investment Management

Personal Finance

Social Impact

JBWere

JBWere's headquarters in Melbourne, Australia

Michael

Louise Pratley

Bruce K Robertson

This department provides personalized financial advice and management services to clients with a focus on building and preserving wealth.

Wealth Management

This department focuses on analyzing data to provide insights that support decision-making and drive business strategies.

Data Analysis

This department provides expert guidance and management in investment strategies and financial planning.

Investment Advisory

This department oversees strategic direction and decision-making for the organization.

Leadership

This department provides strategic direction and oversight for the organization's operations.

Executive Leadership

This department focuses on analyzing business needs and providing insights to improve processes and decision-making.

JBWere

Org chart

Teams

Wealth Management

Data Analysis

Investment Advisory

Leadership

Executive Leadership

Business Analysis

Offices

JBWere

Org chart

Teams

Wealth Management

Data Analysis

Investment Advisory

Leadership

Executive Leadership

Business Analysis

Offices

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