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

David’s appointment reflects the increasing market demand for sophisticated investment solutions in the wealth sector. As interest in tailored managed accounts and specialist consulting services accelerates, he will play a pivotal role in growing JANA’s business with wealth clients.

JANA Wealth advises on over $15bn in assets, including $2.8bn in managed accounts. Partnering with wealth managers, advice practices, and family offices to provide specialist investment consulting, tailored managed account programs, and access to wholesale investment strategies and research.

With strong investment committee support, rigorous due diligence, and deep research capabilities, JANA Wealth offers expertise across both traditional and alternative asset classes – including private equity, infrastructure, direct real estate, and niche investments – helping clients navigate complex markets and unlock high-quality investment opportunities.

David Wilson said of his appointment, “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. I look forward to working with our clients to develop investment strategies that meet their long-term goals.”

With a career spanning senior roles at Mercer and Lonsec, David brings extensive experience in investment consulting. At JANA, he will focus on enhancing consulting services and delivering tailored investment solutions to a growing Wealth client base.

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Michael Karagianis

JANA Investment Advisers (‘JANA’) has announced a new agreement to deliver tailored managed account services to Investor Wealth Pty Ltd, a Melbourne based financial advice firm. This follows the recent addition of Wealthtrac as a new consulting client, highlighting JANA’s expanding role in the Wealth sector.

As the managed account market grows, self-licensed advisory firms like Investor Wealth are seeking to ensure their tailored SMA offering is of the highest quality. JANA is addressing this need by offering bespoke consulting services to meet the growing demand.

Michael Karagianis, Head of JANA’s Wealth business commented, “We are excited to support Investor Wealth in launching their tailored SMA programme to meet their own diverse client needs. As the managed account market continues to develop the portfolio construction and due diligence requirements are becoming increasingly sophisticated and demanding. JANA is well placed with more than 100 investment research staff to support the most sophisticated requirements of Wealth clients required tailored consulting services. We look forward to a productive partnership that aims to deliver the highest quality managed account solutions to Investor Wealth’s clients at exceptional value.”

Under this new arrangement, JANA will deliver comprehensive consultancy services through a series of risk-based SMAs, encompassing portfolio construction, risk management, and performance monitoring.

John Cesario, Director of Investor Wealth, said, “We were keen to partner with an asset consultant of the calibre of JANA. Their scale, longevity, expertise and tailored consulting approach to our needs aligns perfectly with our commitment to delivering superior managed account solutions to our clients. This collaboration is a significant step forward in our mission to deliver exceptional financial outcomes for the individuals and families we serve.”

JANA Wealth currently has more than 15 clients and $14bn funds under advice and management, providing consulting services, including managing and advising tailored managed account programmes as well as providing access to wholesale strategies and research for advice practices, private wealth firms, and family offices.

JANA Wealth’s services include investment committee and due diligence support and research across traditional asset classes as well as private equity, infrastructure, direct real estate, and other niche asset classes.

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Matthew Johnson

JANA Investment Advisers (‘JANA’) and Wealthtrac, a leading Separately Managed Accounts (SMA) aggregator, have today announced a new agreement under which JANA will provide comprehensive investment consulting services to Wealthtrac. This partnership underscores both companies’ commitment to advancing solutions in the wealth sector.

This collaboration highlights the increasing demand for advanced investment solutions in the wealth management sector. The agreement exemplifies Wealthtrac’s specialisation in managed accounts and JANA’s ongoing commitment to Australian advice practices and dealer groups seeking sophisticated investment strategies. By leveraging JANA’s unmatched scale, infrastructure, and expertise, Wealthtrac will gain access to top-tier investment strategies and a network of leading global asset managers.

Michael Karagianis, Head of Wealth at JANA said, “We are excited to support Wealthtrac’s growth objectives and anticipate robust expansion for their SMAs in the years ahead. As the industry continues to consolidate client offerings through MDA and SMA structures, the demand for high-quality advice and research becomes increasingly vital. This partnership reflects our shared commitment to providing exceptional value and achieving sustained growth.”

Matthew Johnson, Director at Wealthtrac, commented, “We are confident that our partnership with JANA will deliver substantial benefits to our clients by leveraging their highly-resourced team of investment specialists, in-depth manager research, and favourable wholesale fee arrangements. This collaboration will continue to position Wealthtrac as a leading SMA service provider, offering enhanced returns and improved efficiencies for smaller dealers. We look forward to a long and successful relationship with JANA.”

This collaboration will initially cover ten of Wealthtrac’s existing SMAs, available through the Macquarie and Hub24 platforms, across three dealer groups.

JANA Wealth offers consulting services including tailored managed accounts and access to wholesale strategies for dealer groups and self-licensed practices, private wealth firms and family offices..

Effective Thursday 15 August, JANA will commence providing investment consulting services to Wealthtrac. This collaboration is expected to drive innovation and excellence in wealth management, offering clients access to a broad spectrum of high-quality investment opportunities and strategic advice.

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