JANA continues wealth expansion with Investor Wealth Pty Ltd collaboration

August 2024

JANA Investment Advisers has announced a new agreement to deliver tailored managed account services to Investor Wealth Pty Ltd, a Melbourne based financial advice firm. This follows the recent addition of Wealthtrac as a new consulting client, highlighting JANA’s expanding role in the Wealth sector.

As the managed account market grows, self-licensed advisory firms like Investor Wealth are seeking to ensure their tailored SMA offering is of the highest quality. JANA is addressing this need by offering bespoke consulting services to meet the growing demand.

Michael Karagianis, Head of JANA’s Wealth business commented, “We are excited to support Investor Wealth in launching their tailored SMA programme to meet their own diverse client needs. As the managed account market continues to develop the portfolio construction and due diligence requirements are becoming increasingly sophisticated and demanding. JANA is well placed with more than 100 investment research staff to support the most sophisticated requirements of Wealth clients required tailored consulting services. We look forward to a productive partnership that aims to deliver the highest quality managed account solutions to Investor Wealth’s clients at exceptional value.”

Under this new arrangement, JANA will deliver comprehensive consultancy services through a series of risk-based SMAs, encompassing portfolio construction, risk management, and performance monitoring.

John Cesario, Director of Investor Wealth, said, “We were keen to partner with an asset consultant of the calibre of JANA. Their scale, longevity, expertise and tailored consulting approach to our needs aligns perfectly with our commitment to delivering superior managed account solutions to our clients. This collaboration is a significant step forward in our mission to deliver exceptional financial outcomes for the individuals and families we serve.”

JANA Wealth currently has more than 15 clients and $14bn funds under advice and management, providing consulting services, including managing and advising tailored managed account programmes as well as providing access to wholesale strategies and research for advice practices, private wealth firms, and family offices.

JANA Wealth’s services include investment committee and due diligence support and research across traditional asset classes as well as private equity, infrastructure, direct real estate, and other niche asset classes.