What sets us apart?

We’ve been doing this for quite some time and our heritage dates back to 2002 when we were first established in Hong Kong. This instils a sense of immediate trust and value. Many of our team members have been with us since our beginnings, maintaining service continuity in our client relationships.

Not being tied to any one service provider or financial institution means that we work for you, not for a multinational parent. While we have a strong alliance to the National Australia Bank, you benefit from our independent perspective. We act in your best interest while tapping into the best partners in our broader networks.

Our history is unlike many other firms. Having previously been part of the National Australia Bank (NAB) Group until 2016, we have an institutional heritage and we offer services that investors globally utilise. Part of this is our investment capabilities and the strategies we use to build and manage portfolios.

Our team of advisers work closely with our research and investment experts. Together, we can provide you with advice strategies that are based on a wealth of knowledge and capability. Our due diligence is thorough. We are methodical in the scrutiny we apply to our recommendations and strategies.

We continually work to be the best in our field by bridging the opportunities between Asia and Australia. With expert teams on the ground in both regions, we are sharp, efficient, and aligned to your values and expectations; attuned to the opportunities and challenges in transacting between jurisdictions.

We ensure your investments have a secure foundation. This means the investment platforms, products and management of these are accessed through large institutions that have extensive resources and industry strength.

We have an extensive range of investments that have been researched, approved and are regularly monitored. We apply discipline and rigour in our analysis of markets, and with global access to traditional and non-traditional investment products, we can provide you with a wide spectrum of choices depending on your needs.

Our clients are at the centre of everything we do. With an entrepreneurial and nimble spirit, grounded by robust processes and rigorous research, we are committed to acting in our clients’ best interests and being with them every step of the way. You will have confidence knowing you are being looked after in every way.

We are part of the Oreana Group, which is privately owned. This means we have complete authority over operational decisions and we are in control of our own future. It allows us to set our sights on the future and build an enduring wealth management company that will thrive in various corners of the globe.