Sydney
9/255 George Street,
Sydney NSW 2000
02 9221 4066
JANAadmin@jana.com.au
JANA Wealth partners with leading advisory firms, private wealth managers, and family offices to deliver institutional-grade investment advice and portfolio solutions.
Our managed accounts and asset consulting solutions combine personalised service with institutional-grade capabilities and access, ensuring sophisticated and flexible portfolios, built from the ground up, for the Australian wealth segment.
Established in 2019, JANA Wealth extends JANA’s 40+ year institutional investment heritage to private wealth and advice practices.
Today, JANA Wealth’s funds under advice and management exceeds $15 billion, including over $3 billion in managed accounts.
Depth and breadth of research across public and private markets, delivered by one of Australia’s largest and most experienced investment research teams.
Award-winning managed account capability, supported by a dedicated and experienced team.
Consulting and service models tailored to your business, clients and investment philosophy.
Access to manager arrangements, research insights and investment opportunities available to wholesale investors.
Institutional buying power, governance and access, delivered with senior-led, highly engaged support.
Non-conflicted manager research and recommendations. JANA is not paid by fund managers.
Depth and breadth of research across public and private markets, delivered by one of Australia’s largest and most experienced investment research teams.
Award-winning managed account capability, supported by a dedicated and experienced team.
Consulting and service models tailored to your business, clients and investment philosophy.
Access to manager arrangements, research insights and investment opportunities available to wholesale investors.
Institutional buying power, governance and access, delivered with senior-led, highly engaged support.
Non-conflicted manager research and recommendations. JANA is not paid by fund managers.
JANA Wealth supports advisers and family offices across portfolio design, implementation and ongoing oversight. Services are structured around how you operate – including advisory or discretionary roles, tailored reporting and investment committee cadence.
Our support includes:
At JANA, we partner with larger dealer groups, private wealth firms and self-licensed advice practices. Our Wealth services are designed to support a diverse range of intermediaries with highly responsive, tailored guidance that aligns with their goals and positions them for success in a dynamic financial landscape.
Sydney
9/255 George Street,
Sydney NSW 2000
02 9221 4066
JANAadmin@jana.com.au
Melbourne
18/140 William Street,
Melbourne VIC 3000
03 9602 5400
JANAadmin@jana.com.au
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