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.
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Liza Janakievski + CEO, Executive Director + Head of Asset Management
Investment Committee
Angela Ashton – Investment Committee Chair
Oscar Fabian
Jeff Oughton
Portfolio Managers
John Likos – Chief Investment Officer
Dr Kingsley Jones – Senior Portfolio Manager
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 – 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.
Angela Ashton – Investment Committee Chair
Angela is the Independent Chair of Asena’s Investment Committee, a position she has held for over 5 years.
She has a long career in asset management having chaired numerous investment committees and previously worked in senior roles at QIC, van Eyk Research and Lonsec.
She is also the founder and Director of Evergreen, a leading independent investment consulting firm.
Oscar Fabian
Oscar Fabian recently retired as Chief Investment Officer (CIO) at VicSuper, a $15.7 billion, public offer fund with more than 250,000 members.
Oscar has over 35 years’ experience in CIO and investment management roles and draws on deep and proven experience in funds management, asset consulting and banking to contribute to our investment committee. Oscar also chairs our Board.
Oscar has a Bachelor of Commerce from the University of Melbourne and has completed the AIMR Investment Management Course at Princeton. He is a Senior Fellow of FINSIA and has been Chair and Principal Lecturer in ‘Fundamentals of Portfolio Management, in FINSIA’s Graduate Diploma of Applied Finance and Investment.
Jeff Oughton
Jeff Oughton co-founded Giles Wade. He assists a wide range of companies to effectively manage risks and opportunities.
Jeff’s career has included 10 years with the Reserve Bank, including two years as Deputy Chief Representative in New York, and 17 years with National Australia Bank (NAB) as Head of the Australian Economics & Industry Intelligence team. In 2009 Jeff started Economics & Beyond, an economic consultancy firm. He is also a Principal of the independent financial advisory firm Financial Institutions & Management Advisory (FIMA).
Jeff currently teaches economics for financial markets to post graduate students throughout Australasia. He has previously taught at the Securities Institute of Australia and tutored at the University of NSW.
Jeff holds a Bachelor of Economics (Honours) from Newcastle University, an MBA from the Australian Graduate School of Management, and is a Visiting Fellow of Macquarie University at its Applied Finance Centre.
Dr Kingsley Jones – Senior Portfolio Manager
Kingsley is a Chartered Financial Analyst (CFA) and is responsible for the development of the firm’s equity offerings.
Kingsley has a long career in financial markets across the globe as portfolio manager, research analyst and trader. He has worked at Macquarie Group as the International Portfolio Manager and at Alliance Bernstein in NYC, where he was the Global Head of Quantitative Trading Research.
Kingsley is also the Founder and Chief Investment Officer of Jevons Global a boutique equities advisory firm.
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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.