Making wealth a positive force
for everyone’s future
Drawing from a world-class team with global expertise, we make wealth management accessible to all. We are your “in” to the private wealth club. Our partnership fosters trust, respect, and helps achieve your financial goals. With us, you’re on the inside track, accessing advice that might usually be out of reach.
As seen on
Group Assets
$15bn+
Established in
2002
Established in
2002
Kickstart your
journey
Discover a wealth management journey tailored uniquely to you. Our approach is all about personalisation, ensuring that the strategies we develop align seamlessly with your goals. Through our dedicated one-on-one relationships, we offer advice that understands and reflects your aspirations.
Embrace the opportunity to enhance your portfolio with our global access to world-class financial products. This strategic advantage is designed to propel your financial journey forward, supported by bespoke advice and the committed backing of Oreana Private Wealth. Join us, and let’s navigate the path to your financial growth together.
How we help you:
Champions of
your wealth
Champions of
your wealth
The decisions you make today will determine how you live tomorrow. We provide advice to a broad spectrum of people in their journeys to financial independence.
Our wealth planning services are expertly crafted to guide you through all life stages, whether you’re a young professional, a family, a retiree, or an expatriate. Our experts are your gateway to financial independence and will go above and beyond to exceed your expectations.
Latest insights
Our history
Oreana Private Wealth was launched in 2016, but our history goes much further back to 2002. Our current strategy relies on more than 20 years of experience in revolutionising wealth management by putting our clients at the heart of our business.
Launch
2002
Launched as Calibre Asset Management.
Acquisition
2009
Acquired by National Australia Bank.
Rebrand
2012
Rebranded as NAB Private Wealth Advisory.
New launch
2016
Left NAB to launch Oreana Private Wealth in Hong Kong.
Australia launch
2020
Launched Oreana Private Wealth in Australia.
Purchase
2021
Oreana purchases private wealth business from Grant Thornton in Australia.
Expansion
2023
Launched Oreana Asset Management in Australia and Ascalon Hong Kong following the acquisition in 2021.
Acquisition
2009
New launch
2016
Australia launch
2020
Purchase
2021
