Our Investment Committee
We recognise the benefits of drawing on knowledge, expertise and experience from beyond our firm. Our Investment Committee 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.
We have recently expanded the Investment Committee to augment the breadth and depth of expertise. This will increase the investment choice available to clients and enhance our portfolio construction and funds management capabilities.
Angela Ashton – Investment Committee Chair
Angela Ashton has 25 years’ experience as an asset consultant in financial markets.
Angela is a Director of Evergreen Consulting, an independent investment consulting firm that specialises in providing bespoke investment advice on manager selection, asset allocation, portfolio construction and model portfolios.
The depth and breadth of Angela’s experience, gained through consulting and roles held at QIC, van Eyk Research and Lonsec, provides guidance and support to the advisory team in their role of delivering robust advice and investment solutions to our clients.
Angela holds a Bachelor of Science, Bachelor of Economics, a Master of Commerce (Fin) and is a Fellow of FINSIA.
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.
Dr Kingsley Jones
Dr Kingsley Jones is a portfolio manager with over 20 years’ experience in Australian and global equities with firms such as Macquarie Group, Alliance Bernstein LP, Credit Suisse, First Boston and County Investment Management.
Kingsley is the founder and director of Jevons Global Pty Ltd, a boutique investment advisory firm that specialises in positioning investment portfolios for superior returns over a full economic cycle. Kingsley’s specialties include portfolio management, quantitative trading, large data sets and algorithms, as well as thematic investing, trend detection and trading systems.
Kingsley holds a PhD in Theoretical Physics from the University of Bristol and a Bachelor of Science (Hons) from ANU. He holds the CFA designation and is an affiliate member of the MTA.
Jeff Oughton co-founded Giles Wade. He assists a wide range of companies to effectively manage risks and opportunities and is a member of both our Investment Committee and Board.
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 Donald Stokes
Dr Donald Stokes has over 20 years’ experience as a researcher, educator and consultant. He contributes valuable risk management and governance expertise to the Investment Committee.
Donald’s specialties include accounting, corporate governance, audit and assurance and he has developed and commercialised software technology solutions in these areas. Donald has filled senior university roles as Dean, Associate Dean Research, Head of School and Deputy Head of School, and has served on the Boards of the Australian Auditing and Assurance Standards, the Consultative Group to the Australian Accounting Standards and as President of the Accounting Association of Australia and New Zealand.
Donald holds a PhD from the University of New South Wales, is a Fellow of CPA Australia and a Member of the Institute of Chartered Accountants in Australia.
Andre brings a broad range of capabilities to the Investment Committee, having over 30 years’ experience in financial and analytical investment roles.
Andre’s considerable tenure with National Australia Bank (NAB), saw him provide financial solutions to corporate clients, fund managers, State Government and Territory Treasuries.
Since 2005 he has worked in varied roles, including consulting for Sensis and as a research analyst at Carroll Pike & Piercy. Andre also volunteers, helping underprivileged families in financial stress.
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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.
We consider our clients to be partners in our business. Led by CEO Liza Janakievski, our experienced advisory team delivers quality financial advice and solutions.