A new era in Portfolio Management

Oreana is pleased to announce the appointment of Dr Isaac Poole to the position of Chief Investment Officer, Oreana Private Wealth. Isaac has significant experience in the financial sector with a career spanning across central banking, risk management, asset allocation and investment consulting in major firms in Australia, the UK and Hong Kong. Prior to joining Oreana, Isaac worked at Willis Towers Watson as the Head of Capital Markets Research in the Asia-Pacific. In this role he contributed to asset allocation decisions, macro-economic analysis and investment research for a global company with more than $107 billion in assets under management and $2.3 trillion assets under advisory. Isaac worked with institutions including major sovereign wealth funds, government agencies and pension funds. Isaac’s focus in this role was delivering asset allocation solutions to improve portfolio outcomes and returns. Other prior roles include Chief Economist at NSW Treasury Corporation, tasked with debt financing and investment management for the NSW Government, and Manager of Economic Risk at Lloyds Banking Group, the largest retail bank in Britain. These roles had a heavy emphasis on delivering returns within a robust risk management framework. Isaac holds a PhD in Economics from the University of Sydney in NSW, Australia. Isaac’s PhD developed economic theory and quantitative methods to analyse optimal mechanisms in key financial markets in Australia including government bond auctions and the Australian housing market. Isaac has also studied at the University of Oxford in the UK and the University of Tasmania in Australia. The appointment of Isaac, with his education, experience and track-record in financial services, will add considerable portfolio management and investment thought-leadership to our team at an important time of growth for our business. Isaac is a highly experienced financial services executive with an ability to deliver results. The addition of Isaac to our team is the first stage in our business transformation strategy that is designed to improve your experience, with more sophisticated investment portfolios and more comprehensive reporting. This evolution of our Research and Investment division will deliver a more deeply resourced and robust investment proposition through the implementation of a market leading team of investment professionals from across the Asia Pacific region. We look forward to introducing Isaac to you and unveiling the combined efforts of the office of the CIO and the team here at Oreana, and trust that this latest announcement along with further enhancements to follow shortly will enhance your experience with us. For further information, Contact your Advisor or anyone in our team.

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