JANA bolsters Investment Trusts team with two key appointments

One of Australia’s largest investment consulting firms, JANA Investment Advisers, has today announced the internal appointments of Claire Simpson as Head of Investments, Investment Trusts and David Schnell as Head of Diversified Portfolios, Investment Trusts. Claire and David’s appointments will play a key role in driving the strategic direction and growth of the JANA Investment Trusts.

In her new capacity, Ms Simpson will lead the strategic direction of the JANA Investment Trusts, focusing on performance and client outcomes. She joins the Investment Trust team after serving as Co-Head of Infrastructure Research at JANA.

Mr Schnell, who joined the company in 2017, will transition from his position as Senior Investment Consultant to Head of Diversified Portfolios where he will work closely with JANA’s Portfolio Design team in the development of portfolios and asset allocation strategies for Implemented Consulting clients.

Both Claire and David bring extensive expertise and experience to their roles. Their leadership will help shape the future of JANA’s Investment Trust offerings, ensuring optimal outcomes and greater flexibility for our clients.

Leon Tisdell, General Manager of Investment Trusts at JANA, said, “We remain committed to delivering tailored solutions and strengthening our offerings across all consulting practices.”

“Both Claire and David bring a wealth of knowledge to their respective positions, with insights and expertise that will undoubtedly enrich our strategic approach. Both have demonstrated outstanding dedication throughout their time at JANA and their proven track records and deep understanding of our organisation uniquely position them to deliver exceptional results for Investment Trust clients. We look forward to seeing the positive impact they will undoubtedly bring to the team and the clients we serve”.

Ms Simpson and Mr Schnell will report to Leon Tisdell.