JANA welcomes senior investment consultant
JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec.
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.”
AUTHOR
Jasmine Siljic
Recommended for you
Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles.
Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus when clients purchased a property via a SMSF, according to court documents.
Perpetual Wealth Management has hired two advisers from Ord Minnett as part of five hires, just weeks after the rival firm announced it had picked up six from Perpetual Private.
ASIC has cancelled the AFSL of a Perth financial services firm following payments to its clients by the Compensation Scheme of Last Resort after a failed managed investment scheme.
