JBWere snaps up 2 from Perpetual
Wealth advisory firm JBWere has hired two individuals from Perpetual.
David Hurley joins as a senior wealth adviser, while Anthony Hamawi will be a director of philanthropic services.
Hurley will be based in Brisbane, while Hamawi will work in the firm’s Melbourne office.
Both individuals join from Perpetual where Hurley was an associate partner focused on developing ESG strategies, and Hamawi was a national manager in the community and social investment team at Perpetual Private.
Hurley joined Perpetual in 2017 as a financial adviser before being promoted to associate partner in July 2023.
Meanwhile, Hamawi spent a decade at Perpetual Private where he managed, grew and drove Perpetual’s for-purpose client service activities, with a strong focus on governance, financial expertise and fostering collaborations that promote social responsibility and sustainable outcomes.
JBWere has 151 advisers across Australia and more than $65 billion in funds under advice.
Andrew Bird, executive at JBWere Advice, said: “It is my pleasure to welcome Anthony and David to the JBWere team. Over our 185-year history, it has always been the calibre of our people, our insights and our network that has allowed us to ensure we continue to meet the evolving needs of our diverse group of clients.
“I have no doubt Anthony and David are dedicated to upholding this legacy, focusing on for-purpose, intergenerational family and philanthropic clients.”
Hurley commented: “Today’s families and NFP organisations demand a high-quality, dynamic investment service, supported by world-class investment research. I believe JBWere is leading the way in Australia in providing an institutional grade investment offering to clients, while bringing to bear a range of treasury, governance, philanthropic and fundraising support to add broader value to client relationships.”
Hamawi said: “Beyond JBWere’s stellar investment management performance, I am inspired by the unwavering commitment to purpose, capability and excellence. Their clear focus on governance, capacity building and providing tailored strategic advice not only empowers and drives success for these organisations, but also supports their purpose and mission.”
In November, the firm announced its CEO Maria Lykouras would be departing after two years in the role as part of a realignment of roles and teams within the private wealth division. Lykouras joined the firm in 2022 after over a decade at Commonwealth Bank, including two years as general manager for advice at Commonwealth Private.
AUTHOR
Laura Dew
Recommended for you
Wealth Architects chief executive Callum Mitchener details the firm’s expansion plans, following a majority stake taken by insurance distribution group Envest.
Treasurer Jim Chalmers has handed down the federal budget for 2025–26 with a focus on retaining stability and certainty for the financial services sector.
With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree clients.
The Financial Advice Association Australia has appointed a senior manager for policy and advocacy, a newly created role for the body as it ramps up its advocacy efforts.
