JANA boosts wealth arm with investment consultant appointment

JANA Investment Advisors (JANA) has signalled its dedication to growing its services to cater to the wealth sector with the appointment of David Wilson as Senior Investment Consultant.

Wilson brings extensive experience to the new role, having spent just under 10 years in similar positions at Australian research and ratings houses, Mercer and Lonsec.

He will be responsible for expanding JANA Wealth’s relationships with private wealth firms, advisory practices and family offices, at a time when demand for “sophisticated investment solutions” – including managed accounts – continues its strong trajectory.

“David’s appointment comes at a pivotal time for JANA Wealth, as new client growth drives the need for additional high-quality consulting expertise,” Michael Karagianis, Head of JANA Wealth, said.

“His expertise further strengthens our ability to support wealth advisors, advice practices and family offices with tailored investment solutions. As JANA expands its presence in the Wealth sector, we are seeing increasing demand for customised managed account engagements and remain committed to delivering institutional-quality insights and portfolio solutions our client’s trust.”

Wilson’s appointment also comes as JANA offers investment guidance and expertise across both traditional and alternative asset classes, amid an influx of investor interest in more untapped opportunities, including private equity, infrastructure, direct real estate and other niche investments.

“JANA’s reputation in investment consulting is second to none, and I’m excited to be part of a team that’s shaping the future of wealth,” Wilson said.

“I look forward to working with our clients to develop investment strategies that meet their long-term goals.”