Asset Management

The Asena Family Office is a cross border asset management business that can support the needs of family offices in Australia and the US.

Our Australian based investment committee is comprised of industry leaders. That committee is also supported by asset management experts in Australia and the US across public equities, fixed income and private markets.

Together, this expertise supports strategic portfolio management based on each family’s financial objectives and risk tolerance. Asset management may involve developing an investment strategy, allocating assets, researching the market and managing risk.

At the portfolio level, investments are selected and continuously reviewed to help achieve the client’s goals while managing exposure to risk. Performance monitoring, diversification and periodic rebalancing can also help maintain the intended balance between risk and return.

Asset managers also assess individual investments to determine whether they remain suitable for the wider portfolio. This analysis may consider market trends, earnings growth and liquidity, along with how each investment aligns with the client’s objectives and tolerance for risk. Allocations can then be adjusted in response to changing market conditions or client circumstances. For family offices operating across Australia and the US, this provides a structured approach to selecting, monitoring and managing investments across public equities, fixed income and private markets.