We have two companies each focusing on a specific area of value to our clients. At JBL Wealth Management we provide financial services and advice to individuals and businesses. At JBL Asset Management we manage investments on behalf of our clients.

Here’s a brief look at what we do.

JBL Wealth Management

We have a nationwide footprint that allows us to offer our clients the personalised service they deserve. Our financial advisors are highly skilled with a combined 150 years of experience between them. Our dedicated support staff are experts in their own fields and take pride in building confidence and personal relationships with our clients and their families.

A conscious decision has been taken to ensure that all calls and emails are answered by people, not systems, thus ensuring that personal service is at the forefront of every client interaction. Investing can bring many rewards but it takes perseverance and commitment. Our advisors are acutely aware of their role in helping clients remain focused and on track towards their investment goals; hence we ensure that reviews and feedback sessions are held on a regular basis. The philosophy of treating customers fairly (TCF) is firmly entrenched in our company culture.

JBL Asset Management

As one of the few truly independent wealth management firms in South Africa, we are able to choose who we partner with to provide our clients with best of breed investment solutions. This includes linked investment service providers (LISPs), asset managers and investment advisors.

Our investment committee consists of 19 highly qualified individuals, with experience ranging between 5 and 30 years. These individuals bring with them decades of experience and industry knowledge that directly benefits our clients. Stringent due diligence processes are followed before the decision is made to partner with any industry experts. These measures led us to Sanlam (one of our preferred suppliers) who have sound foundations and an impeccable reputation stretching back over a century.

Our local & offshore funds and investment solutions focus as much on risk management as they do on investment growth. This ensures that there is adequate downside protection in volatile and uncertain markets, while capturing growth when the opportunity arises depending on the risk profile of each fund.