Asset Management

We recognise the benefits of drawing on knowledge, expertise and experience from beyond our firm. Our Asset Management Team plays an integral role, notably in the development and oversight of policy and procedures for investments. This includes reviewing investment opportunities, and the development and management of the approved product list, asset allocation and model portfolios.

The breadth and depth of expertise of our Asset Management team members will add value to our clients and will increase the investment choice available to enhance our portfolio construction and funds management capabilities.

Liza Janakievski – CEO, Executive Director + Head of Asset Management

Liza has been advising global families and not-for-profit organisations for over 20 years and specializes in pre liquidity financial planning, wealth management and tax advice. 

Utilizing her experience and expertise, Liza guides the broader team in working through complex and significant cross border advice to support our clients.

She is dual licensed to provide advice in Australia (regulated by ASIC & Tax Practitioners Board) and USA (regulated by the SEC).

John Likos – Investment Committee Chair, Chief Investment Officer

As Chief Investment Officer and the Chair of the Investment Committee, John is responsible for overseeing the firm’s investment offering, including devising the investment strategy, research on global market views and management of the firm’s reference model portfolios, while also working alongside clients to build individual, bespoke solutions. John is a Chartered Financial Analyst and draws on the expertise offered by the Investment Committee alongside his extensive history within the financial services industry to build investment solutions that reflect client objectives.

Peter Nathanial – Investment Committee Member, Non-Executive Chairman

Peter is an internationally recognised leader in the restructuring field and has established and managed restructuring businesses around the world. Peter is a former Adjunct Professor at INSEAD Business School, France, where he taught Corporate Restructuring and launched a board certification program for bank boards of directors. He is currently Co-director of the Banking Board of Directors Program at IMD, Switzerland, and brings a unique understanding of global economics and unrivalled knowledge of corporate governance to the Investment Committee.

Theo Sofios – Independent Investment Committee Member

Theo is the founder, Managing Director and Chief Investment Officer of Toxotis Capital, who provides tailored investment strategy design, asset allocation and investment recommendations to clients. As an independent member of the Investment Committee member, Theo brings an unbiased view on global market views and opportunities across traditional and alternative asset classes. Theo provides the Investment Committee with valuable expertise and insights from a career that has spanned over 25 years within institutional and family office environments.

John Likos – Chief Investment Officer

John is Asena’s Chief Investment Officer and is responsible for overseeing the firm’s investment offering, including devising the asset allocation strategy.

John is a Chartered Financial Analyst (CFA) and has over 20 years of experience in financial markets across the globe, having worked in various investment and research roles at Mondrian Investment Partners, Abbey National, Deutsche Bank, Morningstar and National Australia Bank.

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Our Board

Our Board was established to provide governance and oversight. Each member has management experience in similar organisations and each brings specific expertise to their role.

Advisory Team

We consider our clients to be partners in our business. Led by Founder Peter Harper, our experienced advisory team delivers quality financial advice and solutions.