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        <title>AdviserVoiceLauren O&#039;Neill Archives - AdviserVoice</title>
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                <title>JANA Strengthens Wealth Leadership with Appointment of Zac Leman as General Manager, Wealth</title>
                <link>https://www.adviservoice.com.au/2026/05/jana-strengthens-wealth-leadership-with-appointment-of-zac-leman-as-general-manager-wealth/</link>
                <comments>https://www.adviservoice.com.au/2026/05/jana-strengthens-wealth-leadership-with-appointment-of-zac-leman-as-general-manager-wealth/#respond</comments>
                <pubDate>Mon, 11 May 2026 21:10:09 +0000</pubDate>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Lauren O'Neill]]></category>
		<category><![CDATA[Zac Leman]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=111236</guid>
                                    <description><![CDATA[<div id="attachment_111238" style="width: 660px" class="wp-caption alignnone"><img fetchpriority="high" decoding="async" aria-describedby="caption-attachment-111238" class="size-full wp-image-111238" src="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Leman-Zac-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Leman-Zac-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Leman-Zac-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Leman-Zac-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-111238" class="wp-caption-text">Zac Leman</p></div>
<h3>JANA Investment Advisers (JANA) is pleased to announce the appointment of Zac Leman as General Manager, Wealth.</h3>
<p>Zac’s appointment reflects strong growth and momentum in JANA Wealth, with total wealth client funds under advice or management of ~A$15bn, including more than A$3.4bn in managed accounts. It also underscores JANA’s continued investment in senior leadership to support scale, innovation and strong client outcomes.</p>
<p>The appointment comes at a time of significant structural change across the wealth and advice sectors, as clients increasingly seek institutional-quality insights to meet growing portfolio, governance and implementation complexity.</p>
<p>This move reinforces JANA’s ongoing focus on expanding its wealth capability, building on sustained growth and long-established expertise across advice, research, portfolio construction and implementation.</p>
<p>Zac will lead JANA’s Wealth business strategy, strengthening advice, investment, operational and implementation capabilities to support continued growth in the Wealth segment. Michael Karagianis will continue to lead JANA’s Wealth consulting relationships.</p>
<p>The appointment follows the recent strengthening of JANA’s investment leadership with the appointment of Matt Wacher as Chief Investment Officer, reinforcing alignment across investment strategy and client delivery as the business continues to scale.</p>
<p>Lauren O’Neill, General Manager, Strategy &amp; Innovation at JANA, said: “Zac’s appointment strengthens our leadership at a time when clients are seeking more sophisticated, institutional-quality capability that’s delivered to meet their needs. Drawing on his deep understanding of the wealth and advice landscape, Zac will play a key role in expanding access to our investment expertise, and delivering consistent, high-quality advice and implementation outcomes.”</p>
<p>Zac Leman said: “JANA’s client-first philosophy, purpose-led approach and its depth of investment capability strongly align with how I think about delivering value to clients. The business has built real momentum in the wealth segment, and I’m excited to be joining at a time of opportunity and growth.</p>
<p>The wealth sector continues to evolve, with increasing demand for more sophisticated, outcome-focused solutions. I’m looking forward to working closely with clients and partners to build on JANA’s strengths and deliver advice and implementation that supports long-term value creation.”</p>
<p>Zac was most recently Head of Managed Accounts and Direct Equities at BT Financial Group and has also held senior roles at Mason Stevens and Next Financial. He officially commenced his role at JANA on 4 May 2026.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_111238" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-111238" class="size-full wp-image-111238" src="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Leman-Zac-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Leman-Zac-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Leman-Zac-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Leman-Zac-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-111238" class="wp-caption-text">Zac Leman</p></div>
<h3>JANA Investment Advisers (JANA) is pleased to announce the appointment of Zac Leman as General Manager, Wealth.</h3>
<p>Zac’s appointment reflects strong growth and momentum in JANA Wealth, with total wealth client funds under advice or management of ~A$15bn, including more than A$3.4bn in managed accounts. It also underscores JANA’s continued investment in senior leadership to support scale, innovation and strong client outcomes.</p>
<p>The appointment comes at a time of significant structural change across the wealth and advice sectors, as clients increasingly seek institutional-quality insights to meet growing portfolio, governance and implementation complexity.</p>
<p>This move reinforces JANA’s ongoing focus on expanding its wealth capability, building on sustained growth and long-established expertise across advice, research, portfolio construction and implementation.</p>
<p>Zac will lead JANA’s Wealth business strategy, strengthening advice, investment, operational and implementation capabilities to support continued growth in the Wealth segment. Michael Karagianis will continue to lead JANA’s Wealth consulting relationships.</p>
<p>The appointment follows the recent strengthening of JANA’s investment leadership with the appointment of Matt Wacher as Chief Investment Officer, reinforcing alignment across investment strategy and client delivery as the business continues to scale.</p>
<p>Lauren O’Neill, General Manager, Strategy &amp; Innovation at JANA, said: “Zac’s appointment strengthens our leadership at a time when clients are seeking more sophisticated, institutional-quality capability that’s delivered to meet their needs. Drawing on his deep understanding of the wealth and advice landscape, Zac will play a key role in expanding access to our investment expertise, and delivering consistent, high-quality advice and implementation outcomes.”</p>
<p>Zac Leman said: “JANA’s client-first philosophy, purpose-led approach and its depth of investment capability strongly align with how I think about delivering value to clients. The business has built real momentum in the wealth segment, and I’m excited to be joining at a time of opportunity and growth.</p>
<p>The wealth sector continues to evolve, with increasing demand for more sophisticated, outcome-focused solutions. I’m looking forward to working closely with clients and partners to build on JANA’s strengths and deliver advice and implementation that supports long-term value creation.”</p>
<p>Zac was most recently Head of Managed Accounts and Direct Equities at BT Financial Group and has also held senior roles at Mason Stevens and Next Financial. He officially commenced his role at JANA on 4 May 2026.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/05/jana-strengthens-wealth-leadership-with-appointment-of-zac-leman-as-general-manager-wealth/">JANA Strengthens Wealth Leadership with Appointment of Zac Leman as General Manager, Wealth</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>JANA announces new General Manager for Strategy and Innovation</title>
                <link>https://www.adviservoice.com.au/2022/11/jana-announces-new-general-manager-for-strategy-and-innovation/</link>
                <comments>https://www.adviservoice.com.au/2022/11/jana-announces-new-general-manager-for-strategy-and-innovation/#respond</comments>
                <pubDate>Mon, 28 Nov 2022 20:40:35 +0000</pubDate>
                <dc:creator>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Georgina Dudley]]></category>
		<category><![CDATA[Lauren O'Neill]]></category>
		<category><![CDATA[Sai Srinivasan]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=86422</guid>
                                    <description><![CDATA[<div id="attachment_86423" style="width: 660px" class="wp-caption alignleft"><img decoding="async" aria-describedby="caption-attachment-86423" class="size-full wp-image-86423" src="https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650-300x162.jpg 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-86423" class="wp-caption-text">Lauren O&#8217;Neill</p></div>
<h3 dir="ltr">JANA has announced the appointment of Lauren O’Neill as the new General Manager, Strategy &amp; Innovation, replacing Georgina Dudley who takes on the Chief Executive Officer position on 1 December 2022.</h3>
<p dir="ltr">Ms O’Neill is currently the Head of Client Development, leading the team and cultivating client relationships at JANA. In this role, Ms O’Neill has facilitated a number of key strategic partnerships and change management projects which has driven the firm through a significant period of growth. Lauren has over 20 years’ experience in strategic growth and change roles, as well as managing client account, marketing and distribution teams in Europe and Australia. Ms O’Neill was also previously a Director at UK partnership firm LCP.</p>
<p dir="ltr">As General Manager, Strategy &amp; Innovation, Ms O’Neill will explore and lead strategic initiatives that support JANA’s growth as well as delivering impactful change from vision through to delivery and execution.</p>
<p dir="ltr">Georgina Dudley, incoming JANA CEO, said, “Lauren is an integral part of the JANA team, her drive to deliver the best results whilst also pushing the boundaries when it comes to strategic and innovative thinking will ensure the delivery of enhanced outcomes for clients.”</p>
<p dir="ltr">Ms O’Neill’s current role will be filled on a permanent basis by Sai Srinivasan, who has been acting Head of Client Development Manager for the past 11 months. Mr Srinivasan is highly experienced in managing client relationships at a senior executive level, specifically superannuation &amp; liability driven investors. He has 14 years of industry experience and has held senior distribution roles at some of the largest superannuation funds in Australia.</p>
<p dir="ltr">Ms Dudley adds &#8220;As we continue to grow our practice, driving the best possible outcomes for our clients is front and centre. Both Lauren O’Neill and Sai Srinivasan have a wealth of experience initiating, developing and managing client relationships, and have been instrumental in developing growth strategies and culture to best support business growth”.</p>
<p dir="ltr">Speaking on her appointment, Ms O’Neill said, “I am delighted to be appointed to General Manager, Strategy &amp; Innovation at JANA, a firm with exceptionally strong foundations and exciting opportunities for growth and change &#8211; with the overarching focus of improving client outcomes”.</p>
<p dir="ltr">Ms O’Neill will report to the CEO Georgina Dudley and Mr Srinivasan will continue to report to Lauren O’Neill in her new capacity, both roles will take effect 1 December 2022.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_86423" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-86423" class="size-full wp-image-86423" src="https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-86423" class="wp-caption-text">Lauren O&#8217;Neill</p></div>
<h3 dir="ltr">JANA has announced the appointment of Lauren O’Neill as the new General Manager, Strategy &amp; Innovation, replacing Georgina Dudley who takes on the Chief Executive Officer position on 1 December 2022.</h3>
<p dir="ltr">Ms O’Neill is currently the Head of Client Development, leading the team and cultivating client relationships at JANA. In this role, Ms O’Neill has facilitated a number of key strategic partnerships and change management projects which has driven the firm through a significant period of growth. Lauren has over 20 years’ experience in strategic growth and change roles, as well as managing client account, marketing and distribution teams in Europe and Australia. Ms O’Neill was also previously a Director at UK partnership firm LCP.</p>
<p dir="ltr">As General Manager, Strategy &amp; Innovation, Ms O’Neill will explore and lead strategic initiatives that support JANA’s growth as well as delivering impactful change from vision through to delivery and execution.</p>
<p dir="ltr">Georgina Dudley, incoming JANA CEO, said, “Lauren is an integral part of the JANA team, her drive to deliver the best results whilst also pushing the boundaries when it comes to strategic and innovative thinking will ensure the delivery of enhanced outcomes for clients.”</p>
<p dir="ltr">Ms O’Neill’s current role will be filled on a permanent basis by Sai Srinivasan, who has been acting Head of Client Development Manager for the past 11 months. Mr Srinivasan is highly experienced in managing client relationships at a senior executive level, specifically superannuation &amp; liability driven investors. He has 14 years of industry experience and has held senior distribution roles at some of the largest superannuation funds in Australia.</p>
<p dir="ltr">Ms Dudley adds &#8220;As we continue to grow our practice, driving the best possible outcomes for our clients is front and centre. Both Lauren O’Neill and Sai Srinivasan have a wealth of experience initiating, developing and managing client relationships, and have been instrumental in developing growth strategies and culture to best support business growth”.</p>
<p dir="ltr">Speaking on her appointment, Ms O’Neill said, “I am delighted to be appointed to General Manager, Strategy &amp; Innovation at JANA, a firm with exceptionally strong foundations and exciting opportunities for growth and change &#8211; with the overarching focus of improving client outcomes”.</p>
<p dir="ltr">Ms O’Neill will report to the CEO Georgina Dudley and Mr Srinivasan will continue to report to Lauren O’Neill in her new capacity, both roles will take effect 1 December 2022.</p>
<p>The post <a href="https://www.adviservoice.com.au/2022/11/jana-announces-new-general-manager-for-strategy-and-innovation/">JANA announces new General Manager for Strategy and Innovation</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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