We are a diversified financial services firm with expertise
A track record to be proud of
While our name has changed over time, Oreana Private Wealth has a 13-year history, having been established in Hong Kong since August 2002. Many of our team members have been with us since our beginnings, maintaining service continuity in our client relationships and building a strong track record of performance.
It is this continuity of service and performance that has awarded us a reputation in managing wealth between Asia and Australia, and cemented our relationships with larger institutions across both regions.
We are regional experts
We continually strive to be the best in our field by bridging the opportunities
between Asia and Australia. With expert teams on the ground in both regions,
we are sharp, efficient, and aligned to our clients’ values and expectations;
attuned to the opportunities and challenges in transacting between jurisdictions.
Our client commitment
We put our clients at the centre of everything we do. With an entrepreneurial and nimble spirit, grounded by robust processes and rigorous research, we are committed to acting in our clients’ best interests and being with them every step of the way.
Delivering the best outcomes
We are driven to do things the best way. If the best way involves
challenging industry norms, or forging new links with expert
partners, or going above and beyond – that’s what we do. We prize
the entrepreneurial spirit, autonomy and agility that allow us
to pursue opportunities to their conclusion and deliver high quality
outcomes for our clients.
Flexible, full-service capability
Being autonomous and not tied to any one service provider or financial institution means we work for our clients, not for a multi-national parent. While we have a strong alliance to the National Australia Bank – one of our region’s most prominent financial institutions – our clients benefit from our personal perspective. This autonomy affords us the ability to act in our clients’ best interests, at the same time providing us the opportunity to tap into the best partners in our broader networks.
Security is paramount
We ensure our clients’ investments have a secure foundation. This means the investment platforms, products and management of these investments are accessed through reputable organisations such as the National Australia Bank Group which has extensive resources and industry strength. Our clients can have confidence knowing they are being looked after in every way.
Oreana Financial Services is part of the Oreana group of companies.