JBWere names head of philanthropic services

By Reporter
 — 1 minute read

Wealth management firm JBWere has appointed a new head of philanthropic services.

Shamal Dass who joined the firm in 2012 will lead the philanthropic services team, which is focused on providing specialist advice to non-profit organisations and private clients.

JBWere chief executive Justin Greiner said: “We are delighted to have someone of Shamal’s experience lead the philanthropic services team.”


“Client needs are evolving and Shamal’s experience advising clients on their philanthropic structures – as well as building investment portfolios and managing trusts and foundations – will allow us to continue to grow our business to meet these changing needs.”

Commenting on his appointment, Mr Dass said: “We are committed to helping our clients achieve their mission by providing tailored strategic advice and exclusive development and capacity-building opportunities.”

JBWere’s philanthropic services team currently has approximately $2.8 billion in funds under management.



Stimulate new ideas. Stimulate new thinking. Top up your CPD and hear from industry experts with InvestorDaily’s Knowledge Centre. Keep up to date with the latest trends and reforms, all while adding to your CPD. Explore the knowledge centre Knowledge Centre now. 

JBWere names head of philanthropic services
investordaily image
ID logo


related articles

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.