JANA boosts wealth arm with investment consultant | Australian Markets
JANA Investment Advisors (JANA) has signalled its dedication to growing its companies to cater to the wealth sector with the appointment of David Wilson as Senior Investment Consultant.
Wilson brings in depth expertise to the new position, having spent just below 10 years in related positions at Australian analysis and rankings homes, Mercer and Lonsec.
He might be accountable for increasing JANA Wealth’s relationships with non-public wealth companies, advisory practices and household workplaces, at a time when demand for “sophisticated investment solutions” – together with managed accounts – continues its sturdy 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, mentioned.
“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 additionally comes as JANA provides investment steering and experience throughout each conventional and different asset courses, amid an inflow of investor curiosity in more untapped alternatives, together with non-public equity, infrastructure, direct real estate and different area of interest 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 mentioned.
“I look forward to working with our clients to develop investment strategies that meet their long-term goals.”
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