About us
It’s time to revolutionise your wealth journey. We are your one-stop platform for strategic advice, global multi-asset investment portfolios, insurance solutions and expat planning. You’ll gain access to an institutional approach to wealth management, coupled with a personal service you won’t find elsewhere.
Message from
our CEO
When you come to us, you are not just accessing a wealth management service; you are tapping into a legacy of reliability, expertise, and a commitment to your financial success.
A legacy of distinction
Working with us means that you’re benefiting from a heritage brand that has been at the forefront of financial services in Hong Kong for more than 20 years, having been established in 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 for managing wealth between Asia and Australia, and cemented our relationships with larger institutions across both regions.
Oreana Private Wealth
in numbers
$15 billion+ Assets under management
5,000+
Clients
2002
Established
A breakthrough for private wealth management
A breakthrough for private wealth management
Today’s financial landscape won’t be the same tomorrow, so the need for informed and knowledgeable advice is essential. We take you on a journey, ensuring your current needs and future aspirations are well planned for.
We specialise in delivering expert wealth management and investment solutions for local and expatriate clients. With expert teams on the ground in Asia and Australia, we are sharp, efficient, and aligned to our clients’ values and expectations.
We are driven to do things the best way. We prize the entrepreneurial spirit, independence
and agility that allow us to pursue opportunities to their conclusion and deliver high quality outcomes for our clients.
