About Ascalon

Trusted Talent.
Curated Capability.
Aligned for Performance.

Ascalon Capital brings over  400 years of combined investment expertise and a shared purpose to deliver sharp, scalable solutions.  

From multi-asset strategy design to private market opportunities and fit-for-purpose frameworks that drive outcomes – we combine clarity, capability, and execution to help advice practices, family offices, and institutions move with conviction in an evolving investment landscape.

Our Journey

2018 - LAUNCH
  • Oreana portfolio advisory service launched
  • Boutique, institutional-grade investment program and governance
2024 - REBRAND
  • Re-branded as Ascalon Capital
  • Growing presence in Asia Pacific region
  • Partnership solutions live in market
  • Delivery of boutique institutional investment excellence
TODAY
  • Fully resourced team with comprehensive support
  • Backed by Patient Capital and majority staff owned
  • Curated talent with over 400 collective years of experience
  • Implementation, Practice and Corporate Advisory support
  • Evergreen Consultants transition to Ascalon Capital
FUTURE
  • Long-term partner of choice for quality advice practices
  • Client merger and acquisitions
  • Comprehensive business advisory solutions
  • Building a thriving community

OUR PEOPLE

Investment Excellence

SHAILESH JAIN

Deputy CEO, Asset Consultant

DR. ISAAC POOLE

Chief Investment Officer

STEVEN TANG

EGM Asset Consulting

SHANE HAWKE

Head of Implemented Consulting & Investment Research

TORI FLYGARE

Partner, Consulting

DAVID BOYLE

Partner, Consulting

DR. EVELYN LOOI

Investment Consultant

SEAN CURRIE

Investment Consultant

MARKO BAGARIC

Investment Consultant

LOUISE LIU

Investment Analyst

FLORENCE SAVAGE

Investment Analyst

Business and Client Excellence

AUBREY ROGA

Chief Executive Officer

GUY BALLARD

EGM, Partnerships

JOHN BURTON

GM, Business Solutions

BERIT DEAGAN

Head of Business Development

LEAH MALLETT

Head of Practice Consulting

CARA ANDERSON

Head of Marketing

MITCH STEPHENS

Business Analyst

Excellence by design

Purpose

A shared commitment to building resilient solutions with real impact.

Expertise

Deep institutional knowledge applied with precision and discipline.

Partnerships

Long-term partnerships built on integrity, transparency, and alignment.