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.
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.
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.
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.
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.
Deal Flow
Access to Initial Public Offerings, Listed Investment Trusts and exclusively sourced strategies that are not widely available.
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.
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.
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.
Alternatives
Infrastructure, Royalties, Insurance-Linked Securities and Private Equity strategies designed for an uncorrelated source of risk and return.
Credit
Liquid Credit, Structured Finance & Private Credit strategies designed for consistent income.
Equity
Listed Equity exposures through passive & active strategies with an emphasis on style, market and size diversification.
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).
Arrange a conversation →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.
South Yarra VIC 3141
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