JBWere Limited

Since 1840, JBWere provided clients across Australia with access to the trusted advice and insight they have needed to successfully protect and grow their wealth. Shaped by integrity, ingenuity and an unwavering focus on building strong relationships, we have guided our clients through a constantly changing financial and economic landscape. Our longevity is anchored in an ability to meet the current needs of our clients – all while keeping an eye on the horizon, making sure we are ready to evolve with the world around us. Patrick is an engaging and solution oriented investment specialist with interdisciplinary skills in business, risk & people management with over 20 years’ experience working with Private & Family Office clients in Australia, Asia, Europe & The Americas. Originally from Switzerland, Patrick has been based in Melbourne since 2009. Our team specialises in managing financial affairs for family groups and individuals that are typically heavily involved in their careers or businesses and often don’t have the time or interest to manage their financial affairs. Typically their time is better spent in their business and we help them by taking some of the burden of managing their personal finances to given them the time to focus on their principal activity. We also provides expert advice on family governance, philanthropy, estate & succession matters.