JBWere New Zealand

Overview

JBWere New Zealand is a prominent wealth management and investment advisory firm based in Wellington, New Zealand. The firm provides a wide range of financial services, including investment portfolio management, financial advice, and transactional services, tailored to meet the individual goals and circumstances of their clients. Their clientele includes individuals, family trusts, charitable trusts, companies, iwi groups, and more. The firm's investment strategy encompasses various asset classes such as fixed income, equities, commodities, real estate, private equity, and venture capital. They focus on multiple investment stages, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Geographically, JBWere New Zealand primarily concentrates on New Zealand and Australia, serving a diverse array of industries, including financial services, technology, healthcare, real estate, energy, consumer goods, telecommunications, utilities, materials, industrials, consumer services, financial technology, healthcare services, media, transportation, and retail. In December 2023, JBWere New Zealand, along with Jarden Wealth and Harbour Asset Management, merged their New Zealand wealth advice and asset management businesses with NAB's JBWere New Zealand and BNZ Investment Services to form a new entity called FirstCape. This consolidation aims to create a leading advice and asset management business in New Zealand, combining resources and expertise to better serve clients. The merger was completed in August 2025, uniting the firms under the JBWere NZ name, and the combined entity now manages over NZD 30 billion in client assets. This strategic move enhances the firm's ability to offer comprehensive wealth management solutions and access to a broader range of investment opportunities for its clients.