Greg Smith
Managing Director
Greg Smith is an industry recognised leader in wealth management, with over a decade of experience advising high-net-worth individuals, families, and expatriates across the Asia-Pacific region.
As Managing Director for Asia at Oreana Private Wealth, Greg drives the firm’s strategic financial initiatives, specialising in bespoke solutions for multi-jurisdictional estate planning, tax-efficient investing, and generational wealth transfer.
Professional Qualifications
- LLB with Honors
- Advanced Diploma of Financial Planning
- STEP Affiliate Member
- Fellow of the Society of Will Writers
Greg's role involves
Greg is also the founder of the Taylor Brunswick Group, a boutique advisory firm that he grew into a leading player in the wealth management space. Under his leadership, the firm managed over USD 500 million in assets under management (AUM) across Hong Kong, Japan and Australia. The success of Taylor Brunswick has attracted the interest of Oreana Private Wealth, which is currently in the process of acquiring the firm. This acquisition represents a natural progression for Greg, enhancing his ability to offer expanded, integrated financial solutions to clients across the APAC region.
In addition to his role at Oreana, Greg founded and now serves as a Non-Executive Director of Harbour Wills & Estate Planning, a firm dedicated to providing expert guidance on cross-border estate planning, inheritance tax structuring, and Will drafting. His extensive expertise is supported by his professional certifications, including AFP (Associate Financial Planner), STEP Affiliate Member, and a Fellow of the Society of Will Writers.
