JANA Wealth gives advice practices, private wealth firms and family offices access to the investment expertise, research and institutional insights trusted by Australia’s leading institutional investors for almost 40 years.

From managed accounts and portfolio construction to manager research and investment governance, we partner with advisers to deliver tailored investment solutions that help clients invest with confidence.

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How We Can Support You

JANA Wealth supports advice practices and family offices across portfolio design, implementation and ongoing investment oversight. Services are tailored to your needs and can be delivered through investment consulting, managed account solutions and investment committee support.

Managed Accounts & Models

Tailored portfolio solutions designed to support advisers and their clients.

Asset Allocation Insight

Drawing on JANA's institutional asset allocation research and capital market expertise.

Independent Manager Research

Access to extensive manager research, due diligence and investment insights across traditional and alternative asset classes.

Portfolio Implementation

Supporting the implementation and ongoing management of investment portfolios and managed account programs.

Investment Governance Support

Strengthening investment decision-making through governance frameworks, reporting and investment committee support.

Wholesale Product Access

Access to specialist investment opportunities, wholesale products and institutional-quality investment solutions.

JANA Wealth Resources

Explore how JANA Wealth supports advice practices, private wealth firms and family offices through investment consulting, managed account solutions and institutional-quality research.

Download the JANA Wealth Services Flyer

or visit the JANA Wealth webpage

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.