We believe in long-term relationships built on trust. That’s why Australia and New Zealand'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 500 staff across its nine offices in Australia and New Zealand. We are proud to manage over $64 billion in assets under advice.
View Top Employees from JBWere| Website | http://www.jbwere.com |
| Revenue | $257 million |
| Employees | 590 (585 on RocketReach) |
| Founded | 1840 |
| Address | Level 16, 101 Collins Street, Melbourne, Victoria 3000, AU |
| Phone | +61 3 9906 5000 |
| Industry | Financial Services, Investment Banking, Private Wealth Management, Finance, Wealth Advice, Investment Advice, Philanthropic Services, Intermediary Services for Financial Advisers |
| Web Rank | 2 Million |
| Keywords | Wealth Management Products, Investment Advisory Services, Financial Planning, Private Bank, Estate Planning, Trust Services, Philanthropic Advisory Services, Family Office, Wealth Planning, Succession Planning |
| Competitors | Forsyth Barr Limited, Goodbody, HTLF, Killik & Co, Moneta Group |
| SIC | SIC Code 67 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 5259 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 525 Companies, NAICS Code 525990 Companies, NAICS Code 52599 Companies |
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JBWere Questions
The JBWere annual revenue was $257 million in 2024.
Maria Lykouras is the CEO of JBWere.
585 people are employed at JBWere.
JBWere is based in Melbourne, Victoria.
The NAICS codes for JBWere are [5239, 5259, 52, 52393, 523, 525, 525990, 52599].
The SIC codes for JBWere are [67, 62].
Top JBWere Employees
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Shamal Dass
Head of Philanthropic Services and Family Advisory (Executive Director) at JBWere
Sydney, New South Wales, Australia12 -
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