JBWere
Overview
Established in 1840, JBWere is one of Australia's oldest and most respected private wealth management firms. It provides a comprehensive suite of services tailored to high-net-worth clients, including investment strategy, portfolio construction and management, philanthropic services, and advice on the intergenerational transfer of wealth. The firm's mission is to help clients grow and protect their wealth over the long term through personalized advice and a disciplined investment approach. Operating across Australia and New Zealand, JBWere offers a full suite of services designed to grow and protect wealth over time. The firm takes the time to get to know clients and their financial aspirations, crafting bespoke solutions that align with objectives and risk tolerance. Backed by leading market research, clients benefit from in-depth knowledge and expert guidance to make smart investment decisions that can drive long-term financial success. With a heritage spanning nearly two centuries, JBWere has built long-term relationships grounded in trust, transparency, and integrity. The firm's expertise, wisdom, and future-thinking approach are always available to support clients in achieving their financial goals.
Investment Focus
- High-net-worth individuals
- Families
- Charities
- Foundations
- Institutional investors
Portfolio Companies
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Frequently asked questions about JBWere
What sectors does JBWere invest in?
JBWere invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Melbourne, Victoria, Australia. JBWere is listed as a private investment firm in the ConnectSafely investor database.
What stage does JBWere invest at?
JBWere backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does JBWere invest in?
JBWere invests across Australia and New Zealand.
Who are the partners at JBWere?
Team members listed for JBWere include Mark Joiner (Chairman) and Michael Miller (Director, Senior Wealth Advisor).
What companies has JBWere invested in?
JBWere's portfolio includes Transurban Group, CSL Limited, Macquarie Group, Scentre Group, Sonic Healthcare, BHP Group, Commonwealth Bank of Australia and Woolworths Group.
How do I contact JBWere?
JBWere's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database