Louise Liu
Investment Strategist
Louise has responsibilities across the entire portfolio management process and economic and market research.
Professional Qualifications
- BSc, Economics and Finance
Louise's role involves
Louise conducts global macroeconomic market research and writes monthly market commentaries for advisers and clients on different asset classes and countries. She also engages in portfolio management, builds out the performance reporting of discretionary portfolios, and conducts manager research on mutual funds and hedge funds.
Prior to joining Oreana Private Wealth, Louise gained experience in the finance, compliance and consulting industries as an intern. Her experiences helped develop an understanding of the financial advice process and risk and compliance across the business.
Louise's areas of expertise
- Analytics
- Business analysis
- Economics
- Finance
- Research
- Performance reporting
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