JANA is fortunate to have a broad and diverse client base. Our long history covering various client segments has enabled JANA to develop skills and research that is unique in the Australian and New Zealand market.

The cornerstone of every client engagement is our purpose – We are here for one reason. People. Together with our clients, we have the power to change the lives of millions of beneficiaries for the better.

Our client base and breadth includes:

Superannuation

JANA is Australia’s leading asset consultant to superannuation funds in Australia. Our dedicated Superannuation segment is led by Stewart Eager (Principal Consultant) and Jimmy Vernon-Payne (Senior Consultant). The team is supported by our extensive consulting and research teams including our Responsible Investment and Portfolio Design research team.

Insurance and Liability Focused Clients

JANA has a long history of servicing liability-driven clients specifically looking to match future liabilities. Led by Greg Wilkinson (Senior Consultant), our team leverages JANA’s internal actuarial skills, quantitative modeling and extensive research to build portfolio solutions.

Not-For-Profit organisations

Delivering on our long history of success with a broad Not-For-Profit (NFP) client base is reflective of JANA’s culture and its purpose of changing the lives of millions for the better. Led by Michael Maher (Co-Head of Diversified Clients), our team leverages JANA’s global research, superior analysis and deep industry insights to bring innovative thinking to our engagement with our clients.

Wealth Partnerships, Family Offices, High Net Wealth and Corporates

Delivering individual and tailored advice to a diverse client base, Michael Karagianis (Co-Head of Diversified Clients) provides Wealth Partnerships, Family Offices, High Net Wealth and Corporate clients with exclusive access to JANA’s deep pool of talent, global research, and renowned financial analysts.

New Zealand

JANA’s dedicated New Zealand client team is led by David Surridge (Principal Consultant) and delivers bespoke investment advice and solutions, taking into consideration New Zealand’s specific investment and political environment.

Want to know more about JANA’s services?

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

Contact JANA

Selection of clients

    Australian Retirement Trust
    Bank of New Zealand
    Ech Inc
    Foundation North
    Futurity Investment Group
    HCF
    HostPlus
    Insurance Commission of Western Australia
    Perron Group
    Portable Long Service Leave
    Telethon Kids Institute
    Trust Waikato
    TWU Super
    Woolworths Group