Our history
Jacobs-Williams was founded in 2015 to meet the need for independent fiduciary services to a limited range of entities seeking independent strategy & organisational planning input into their businesses. We are a client-centric firm, owned by directors and staff.
Since that time our clients have spanned superannuation funds, investment management firms, real asset owners, advisory firms, family offices and community endowments. Collectively we have assisted clients who control over A$200 billion of assets.
We have a track record in building sustainable investment franchises. Our team is experienced across the investment spectrum from traditional assets to alternatives. We have expertise in investment strategy design, capital raising, product design & development and institutional investing. We have comprehensive relationships across the financial services sector gained by leading successful investment management businesses and providing services and consulting to institutional investors, family offices, superannuation funds and advisory firms.
