JBWere
Bruce K Robertson is a Managing Director at JBWere, where Bruce K has specialized in Private Wealth Management since March 1997. With a focus on providing a client-centered approach, Bruce advises private individuals, family groups, and institutional clients. Previously, Bruce served as an Executive Director at Goldman Sachs JB Were from September 2003 to October 2009, where a highly personalized approach to portfolio management was emphasized, enabling clients to achieve investment objectives through tailored strategies. Bruce's educational background includes an Executive Education in Value Investing from Columbia Business School in 2014 and a Bachelor of Business in Accounting & Finance from Massey University. Bruce also attended Palmerston North Boys' High School.
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JBWere
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.