The investment consulting firm has appointed David Wilson as a senior investment consultant.
According to JANA, he will play a key role in expanding its wealth division for private wealth companies, advice practices and family offices.
Wilson joins from Mercer Australia, where he served as a principal and senior investment consultant for three years. He also served at Lonsec for over six years, including three years as a senior investment consultant.
Prior to this, Wilson held research and investment support roles at Findex Group and Centric Wealth.
Michael Karagianis, head of JANA Wealth, said the appointment comes at a critical time for the company as it seeks additional consulting expertise amid new client growth.
“His expertise further strengthens our ability to support wealth advisers, 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 to our client’s trust,” Karagianis said.
Commenting on his own appointment, Wilson said: “I look forward to working with our clients to develop investment strategies that meet their long-term goals.”
JANA advises on more than $15 billion in assets, including some $2.8 billion in managed accounts. It provides consulting services across traditional and alternative asset classes, such as private equity, infrastructure, direct real estate, and niche investments.
Last month, it made several internal promotions and new appointments across its research team to bolster its position in the market.
According to the investment consultant’s chief executive Georgina Dudley, the range of appointments reflected the firm’s strategic growth vision.
“By investing in our people and expanding our leadership capabilities, we’re ensuring that JANA remains at the forefront of delivering innovative, high-quality research and advice across all asset classes,” Dudley said.
“This is an exciting time for JANA as we continue to grow our presence in the market and reinforce our position as trusted advisers to some of Australia’s largest institutional investors.”
