Wealth Partnerships

Unlocking potential with our Wealth Partnership services

JANA has proudly supported institutional investors for almost 35 years. The impact of our advice is felt by millions.

Now, by strategically partnering with high quality advice and private wealth firms, JANA is able to offer those same high quality consulting services to the retail and high net worth markets through engagement with a select group of advice practices.

JANA specialises in gaining a deep understanding of market themes to give industry leading asset allocation and investment manager selection advice to our clients. This is complemented by being able to offer customised portfolio solutions in the form of model portfolios and managed accounts to our clients. Through this process and applying these measures, JANA’s scale means we are able to access significant investment manager fee rebates on behalf of our clients.

Our wealth partnership offering covers advisory and sub-advisory consulting. Advisory consulting work for our clients includes assuming responsibility for managed account strategies on behalf of advice practices. Sub-advisory work includes providing input into an advisor’s investment committee, managed account programme or model portfolios.

JANA has a menu of services it can provide to our Wealth Partnership clients depending on their requirements.

  • Managed account structure setup and development including comprehensive reporting – Including MDAs and SMAs.
  • Model portfolio support – Develop and support existing models.
  • Investment committee – Support attendance at Investment Committees including investment processes and decision making, committee inputs and governance.
  • Investment philosophy and process – Periodic reviews of Investment Philosophy and processes including Investment Policy Documents and Investment Committee Charters.
  • Access to capital markets research – Access to output from JANA’s capital markets research capabilities including SPARK and SOLVE.

Our long history across a diverse client group has enabled long term success with our diversified clients.

 

Want to know more about JANA’s Wealth Partnership services?

Email your enquiry below and a member of the team will be in contact shortly.

Contact JANA

Sydney
9/255 George Street,
Sydney NSW 2000
02 9221 4066
JANAadmin@jana.com.au

Melbourne
9/530 Collins Street,
Melbourne VIC 3000
03 9602 5400
JANAadmin@jana.com.au

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.

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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.