Key Takeaways
- • JANA Investment Advisers has appointed David Wilson as Senior Investment Consultant to expand its wealth division serving private wealth companies, advice practices and family offices.
- • Wilson joins from Mercer Australia, where he was a principal and senior investment consultant for three years, and previously spent over six years at Lonsec, including three as a senior investment consultant.
- • JANA advises on more than $15 billion in assets, including about $2.8 billion in managed accounts, across traditional and alternative asset classes.
- • Head of JANA Wealth Michael Karagianis said rising demand for customised managed account engagements drove the hire.
Summary
Investment consulting firm JANA has appointed David Wilson as Senior Investment Consultant, according to the firm. JANA said Wilson will play a key role in expanding its wealth division, which serves 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 previously spent more than six years at Lonsec, including three years as a senior investment consultant. Before that, he 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 as the firm seeks additional consulting expertise amid new client growth. He said JANA is seeing increasing demand for customised managed account engagements as it expands its presence in the wealth sector, and that the firm remains committed to delivering institutional-quality insights and portfolio solutions.
JANA advises on more than $15 billion in assets, including some $2.8 billion in managed accounts. Its consulting services span traditional and alternative asset classes, including private equity, infrastructure, direct real estate and niche investments. Last month, the firm made several internal promotions and research team appointments. Chief executive Georgina Dudley said the appointments reflected the firm's strategic growth vision and its aim to remain a trusted adviser to some of Australia's largest institutional investors.
Wilson joins from Mercer Australia, where he served as a principal and senior investment consultant for three years. He previously spent more than six years at Lonsec, including three years as a senior investment consultant. Before that, he 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 as the firm seeks additional consulting expertise amid new client growth. He said JANA is seeing increasing demand for customised managed account engagements as it expands its presence in the wealth sector, and that the firm remains committed to delivering institutional-quality insights and portfolio solutions.
JANA advises on more than $15 billion in assets, including some $2.8 billion in managed accounts. Its consulting services span traditional and alternative asset classes, including private equity, infrastructure, direct real estate and niche investments. Last month, the firm made several internal promotions and research team appointments. Chief executive Georgina Dudley said the appointments reflected the firm's strategic growth vision and its aim to remain a trusted adviser to some of Australia's largest institutional investors.
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