Boutique Investment Specialist · Melbourne

Specialist Investment Advice, built on data.

An investment specialist for family offices, high-net-worth investors & financial advisory groups with deep expertise across Alternatives, Credit & Equity investments.

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AFSL 545 910 ABN 99 664 331 873 CFA · CIPM qualified Retainer-only engagement For Wholesale & Professional investors only
What we provide

An investment specialist function without the overhead.

Engage us for the full mandate or a single capability. Every service is delivered on a flat retainer, providing certainty of cost.

01

Investment Advice

A portfolio constructed across the full investment landscape that is designed to compound balance sheets over time. A focus on Alternatives, Credit & Equity investments for a genuinely diversified portfolio.

02

Investment Committee Appointments

An external, unencumbered voice at your Investment Committee. Active presentation of opportunities and areas to avoid, supported by quantitative data and empirical evidence.

03

Analytics & Strategy Deep Dives

An emphasis on empirical and quantitative evidence to support informed decision-making for key stakeholders. Removes noise, dissects the true drivers of risk and return, and builds conviction in underlying investments.

04

Deal Flow

Access to Initial Public Offerings, Listed Investment Trusts and exclusively sourced strategies that are not widely available.

How we differ

A differentiated approach designed for alignment with your capital.

A True Investment Specialist

Investments are all we do. A dedicated specialist who is both CFA and CIPM qualified. Access a depth of investment expertise.

Retainer-Only, with Fees Rebated

Every engagement is a flat retainer, providing certainty of cost and advice free of product incentives. We fully rebate placement fees to advice clients, materially reducing costs to you.

We Co-Invest Alongside You

We invest our own capital in the strategies we recommend. Genuine skin in the game means our interests are aligned with your outcomes.

JCE Advisory
Your result
Targeted Client Engagements
A High Touch, High Value Service
An Investment Specialist
CFA Qualified Personnel with Expert Knowledge
A Large Investment Opportunity Set
Access to Strategies that are Differentiated and Unique
Remunerated by Our Clients, never by Product Providers
Trust and Confidence in the Recommendations Received
We Invest Alongside Our Clients
Alignment in knowing JCE Advisory has “Skin in the Game”
Who we work with

Built for serious, long-term capital.

Available to those who meet the definition of a Wholesale or Professional investor.

Family Offices

  • An external, unencumbered view free of internal pressure.
  • Customised, detailed due diligence on internally and externally sourced ideas.
  • Investment policy, committee frameworks and whole-of-balance-sheet reporting.

Wholesale & Professional Investors

  • Best-in-class investment advice underpinned by an empirical and data-driven approach.
  • Diversification away from concentrated equity and/or property risks.
  • Long-term enduring strategies that allow a portfolio to compound returns over time.

Financial Advisory Groups

  • Focus on Alternatives & Credit investments to diversify away from public equity exposure.
  • A robust, defensible investment process behind every recommendation.
  • Freedom to focus on growing the business and client relationships.
Investment coverage

Three core competencies, with an edge in the complex.

We specialise across Alternatives, Credit and Equity investments with deep expertise and a specialised skill set that helps compound returns patiently over time.

Core focus

Alternatives

Infrastructure, Royalties, Insurance-Linked Securities and Private Equity strategies designed for an uncorrelated source of risk and return.

Core focus

Credit

Liquid Credit, Structured Finance & Private Credit strategies designed for consistent income.

Core focus

Equity

Listed Equity exposures through passive & active strategies with an emphasis on style, market and size diversification.

Proprietary platform · jceadvisory.ai

Institutional-grade analytics, built for our clients.

jceadvisory.ai is our own client-exclusive analytics platform that brings empirical evidence to the forefront of investment discussions.

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Stylised representation of the jceadvisory.ai client platform. Figures are illustrative.

Peter Ivan Johansson, Chief Investment Officer
Peter Ivan Johansson
Chief Investment Officer & Founder
CFACIPMB.Comm (Acc & Fin)
About

A research career, now working for you.

JCE Advisory was founded by Peter Ivan Johansson, who has spent 14 years in the industry across wealth management and family-office environments.

He previously led the research and due-diligence function for several years at a Melbourne-based boutique with funds under management of approximately $1.5 billion. Peter is passionate about building best-in-class investment portfolios based on empirical evidence and data, not noise. He runs his own family office, investing alongside the clients he advises.

He holds a Bachelor of Commerce (Accounting & Finance), is a Chartered Financial Analyst (CFA), and holds the Certificate in Investment Performance Measurement (CIPM).

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Get in touch

Let's discuss your investment objectives.

Engagements begin with a confidential conversation about your portfolio, your goals and how an independent specialist can add value.

Office
The Commons South Yarra, 11 Wilson Street,
South Yarra VIC 3141

Enquiry

For wholesale and professional investors. We respond personally.

By enquiring, you confirm you are a wholesale or professional investor.