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.

The breadth and depth of expertise of our Investment Committee members will add value to our clients and will increase the investment choice available to 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 Ashton

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

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.

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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 CEO Liza Janakievski, our experienced advisory team delivers quality financial advice and solutions.