About us
Our solutions
Who we help
Your financial journey
Knowledge
Contact

About us
Our solutions
Who we help
Your financial journey
Knowledge
Contact

About us
Our solutions
Who we help
Your financial journey
Knowledge
Contact

About us

Gain access to an institutional approach to wealth management, coupled with a personal service.

About us
Providing a professional approach to managing wealth, supported by tailored personal service.
Oreana Group
Explore the heritage behind our brands.
Our team
The people empowering you to achieve financial stability.
Supporting our community
We are the architects of positive change in Hong Kong.
Our investment process
A bridge between high-level goals and practical decision-making.
Join the team
Take your career to the next level.
Press coverage and recognition
View our coverage in various prestigious media outlets.

Our solutions

We meet the needs of individuals and families by offering a range of bespoke solutions.

Our solutions
We address the requirements of individuals and families by presenting a selection of tailor-made solutions.
Wealth planning
Take your wealth further than you can imagine.
Investing
Cutting-edge investment strategies made for you.
Insurance
Protect your income and assets.
Expat planning
Helping you navigate this new financial landscape.
Outsourced Chief Investment Officer
Gain access to best practice processes.
Alternative investments
Uncover opportunities among non-traditional assets.
Significant Investor Visas
A personalised service for your needs.
Asset Consulting
Empowering success with bespoke investment strategies.

Who we help

Customised wealth management plans for people from all walks of life.

Who we help
Bespoke wealth management plans crafted for individuals from diverse backgrounds.
Families
Make informed decisions for your family’s finances.
Expatriates
Make your expatriate experience fruitful and enjoyable.
High net worth
Ensure more of your money stays in your control.
Retirees
Enjoy the opportunities that retirement brings.
Young professionals
Plan today for a better tomorrow.
LGBTQI+
We understand your challenges and considerations.

Your financial journey

Our advisers work to understand your individual needs with a tried and tested process.

Your financial journey
Our advisers work diligently to comprehend your unique requirements through a proven and refined process.
What sets us apart?
How we bring the benefits of a private bank to you.
The value of financial advice
You can’t put a price on financial security.

Knowledge

Our team of knowledgeable experts bring you up to date on featured topics.

Knowledge
Our team of informed experts brings you up to date on featured topics.
Market insights
Read our market outlook articles.
Webinars and events
A deeper dive into the most discussed topics.
The Financial Navigator
Financial wisdom from our expert advisors.

Knowledge

Your source for the latest financial insights. Our team of knowledgeable experts bring you up to date on featured topics such as global market and investment trends, portfolio advisory insights and asset allocation reviews. Plus, you can revisit our webinars and events.

Market Insights

Our insights

The Financial Navigator

Our articles

Webinars

Our webinars

Latest market insights

Show all

02/10/2024

How your portfolio should be positioned entering the Fed’s first rate cut

Making sense of the last month

What you should do if we don’t get a soft landing

Latest financial navigator

Show all

08/10/2024

Living Longer, Living Well

Australian Expats: Discover how a cohesive financial team can make all the difference

Achieving Financial Success Abroad: A Guide for Australian Expats

Latest events

Show all

14/11/2023

Securing Your Child’s Future: Financial Masterclass for Hong Kong Parents!

Watch now

02/08/2023

How to recession proof your finances: Through 2023 and beyond

Watch now

22/09/2022

Moving to Australia – Visas and Planning Considerations

Watch now

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About us
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Your financial journey
Knowledge

Contact

Hong Kong
Melbourne
Sydney

A Licenced Financial Firm

In Hong Kong, we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563).

In Australia, we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).

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