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Everything from JBWere

JBWere expands fixed income offering powered by UBS Asset Management

One of Australia’s leading wealth advisers, JBWere, the wealth advice business within NAB Private Wealth, has announced the launch of two new active fixed income products, backed by UBS Asset

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19 Dec 2024

JBWere full member of RIAA

JBWere has become a full member of the Responsible Investment Association Australasia (RIAA), the peak industry body representing responsible, ethical and impact investors across Australia and New Zealand. RIAA focuses

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19 Oct 2018

JBWere announces strategic alliance with Moelis Australia

JBWere announced it has entered into a new strategic research and distribution alliance with investment bank, Moelis Australia. The non- exclusive arrangement will allow JBWere’s Australian clients to access a

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18 Apr 2016

JBWere announces strategic alliance with UBS

JBWere announced it has entered into a new strategic alliance with investment bank UBS, which will strengthen its wealth management capabilities and allow a broader offering to its private wealth

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19 Jan 2016

JBWere announces three senior appointments

JBWere has announced three senior appointments across the Advice, Products & Markets and Operations teams. JBWere CEO, Justin Greiner, said the new appointments will further enable JBWere to focus on

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20 Nov 2015

JBWere confirms new senior appointment

JBWere has announced Shamal Dass as the new JBWere Head of Philanthropic Services. Mr Dass joined JBWere in November 2012 and will lead a team dedicated to providing specialist advice

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03 Sep 2015

SMAs provide ‘best of both worlds’ for planners and investors – JBWere

Investors and financial planners are increasingly turning to separately managed accounts (SMAs) to provide the benefits of professional management, but with the transparency and low cost of direct investments, according

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28 Aug 2015

JBWere/Investment Trends SMA Report 2015 – SMA usage surges to highest level on record

Australian financial advisers are using separately managed accounts (SMAs) at their highest ever recorded level, according to a new report released by private wealth firm JBWere and research firm Investment

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01 May 2015

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]