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.
