Sydney
9/255 George Street,
Sydney NSW 2000
02 9221 4066
JANAadmin@jana.com.au
Unlocking potential with JANA’s Wealth services
JANA has proudly supported institutional investors for over 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 services 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 clients depending on their requirements.
Our long history across a diverse client group has enabled long term success with our diversified clients.
Email your enquiry below and a member of the team will be in contact shortly.
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