Patrick Au-Yeung joined Oreana Financial Services in June 2015 as Chief Operating Officer with responsibility for strategic partnerships as well as product and the operational functions within the business.
Patrick has been in financial services since 1999 and joins Oreana from Ascalon, a wholly owned subsidiary of Westpac Banking Corporation. At Ascalon, Patrick was responsible for developing robust operational frameworks for boutique investment managers including product and marketing strategy, as well as establishing and running of each boutique’s collective investment schemes in Australia and overseas.
Prior to Ascalon, Patrick was a founder of Global Wealth Allocation Asset Management (Australia), where he launched smart beta strategies targeted to retail and high net worth investors and developed quantitatively based investment strategies to institutional clients. Before this, Patrick held various roles with Goldman Sachs JBWere and BT Investment Management.
With a passion for finance, Patrick has developed his asset management knowledge throughout his career and is passionate about offering best of breed investment solutions to clients.