JANA expands Wealth business with Senior Investment Consultant appointment

March 2025

JANA Investment Advisors (JANA) is pleased to announce the appointment of David Wilson as Senior Investment Consultant, reinforcing its commitment to the Wealth sector. David will play a key role in growing JANA Wealth’s business with private wealth firms, advisory practices, and family offices.

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.