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

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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.

Market insights

Read our market outlook articles, global market reviews and weekly commentaries and understand how they could be affecting your portfolios and investments.

24/06/2024

Why rate cuts mean you should ignore data dependency and dial down risk

A New Scenario to Gauge the Outlook

Three Outcomes That Could Drive a Reacceleration in Growth

Three scenarios to gauge the outlook

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… (current)
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6 (current)
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Let's chat about
your goals

Speak to our experts

View our webinars, presented by our experts at Oreana Private Wealth.

30/07/2026

Aussie expats: What a softer market and hungrier lenders mean for buying and refinancing

Watch now

14/05/2026

Australian Budget 2026: What It Means for Aussies Abroad

Watch now

23/05/2025

Australian Federal Budget 2025 2026 Key Strategies and Considerations for Australian Expats

Watch now

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About us
Our solutions
Who we help
Your financial journey
Knowledge

Contact

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Melbourne
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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 authorised Representatives of Oreana Financial Services Pty Ltd ABN 91 607 515 122, Australian Financial Services Licensee No. 482234 Registered Office Level 17, 627 Chapel Street, South Yarra, Melbourne, Victoria 3141, Australia.

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