Xcout IntelJBWere
JBWere is an Australian wealth management firm providing investment advice, philanthropic services, and family advisory to individuals, families, and for-purpose organisations.
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JBWere at a glance
JBWere is a wealth management company headquartered in Australia. Xcout tracks 10 named people at JBWere, including Michael Saadie (Executive Private Wealth, CEO - JBWere).
JBWere leadership
- Michael SaadieExecutive Private Wealth, CEO - JBWere
- Alistair CowanHEAD OF ADVICE SA/NT
- Barbara Di LabioHEAD OF ADVICE WA
- Ben SmokerHead of Advice NSW/QLD
- Gillian GordonHEAD OF ALTERNATIVE INVESTMENTS & RESPONSIBLE INVESTING
- Kirsty FraserHEAD OF ADVICE - WEALTH ADVISERS
4 more named people on record for JBWere, with roles, board committees and tenure — see the full roster →
JBWere competitors
A few of JBWere's closest competitors — see the full list of competitors and alternatives →
FirstCape is a financial services group headquartered in Wellington, New Zealand, acting as the parent company for wealth and asset management firms like JBWere NZ and Harbour Asset Management.
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Welara is an independent multi-family office and wealth advisory firm headquartered in New York, New York, designed to serve first-generation wealth creators.
Goodbody is a long-standing stockbroking and investment firm founded in Dublin, Ireland, in 1874. The company offers expert investment strategies, research, and personalized wealth management support to help clients grow their portfolios.
Storgate Holdings, LLC operates as a modern family office providing comprehensive wealth management services to high-net-worth families. The firm's offerings include investment management, tax strategy, estate planning, philanthropy, family governance, and technology integrations for consolidated reporting and analytics.
PHW Wealth Partners is a boutique wealth management firm based in Belfast that provides tailored financial planning and investment advice. The company serves high-net-worth individuals, families, businesses, trusts, and charities, offering services such as pension and retirement planning, inheritance tax and estate planning, and business exit strategies.
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More on JBWere in Xcout Intel
- 10 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access