Private Wealth

Comprehensive solutions, from beginning to end

As information and opportunities flow between countries in Asia Pacific and the rest of the world, there is a greater need for informed and knowledgeable wealth advice with a global perspective. At Oreana Private Wealth we take that journey with our clients, ensuring their current needs and future aspirations are well planned for.

You are our focus

No matter what stage in life you are at, our advisors serve each of our clients by being attentive and working to understand their individual needs. We are focused on enhancing our clients’ current financial situation and planning to meet their future objectives, as well as delivering market leading investment choices.

Young professionals

With so many things to explore in life, we’ve got you covered and help you plan bigger.

Families

Just married? Planning to have children? Leave your financial hassles to us and enjoy life.

Retirees

Retirement is just the beginning of your second life. Let us help you make it even better.

Expatriates

While you are adventuring abroad, we can help you maximise your financial benefits.

What our clients say

Michael

Private Wealth client since 2005

When I moved to Hong Kong I needed to find someone locally that could advise me on expat issues and manage my financial affairs; an autonomous firm with a strong advisory team that had my best interests at heart. I felt from the outset I was in good hands, and I’ve been with the team that is now Orean Private Wealth for over ten years.

Christine

Private Wealth client since 2003

As a UK expat since 1998, I have been using the services of Oreana Financial for nearly 20 years now. They have always managed my investments and kept them sake through three global recessions. Since the launch of Oreana Portfolio Advisory, my investments have been growing at an even better rate. I will be retiring soon and I am happy to leave the Oreana Advisory Group in charge, under the excellent management of Dr. Isaac Poole. In this way I can manage enough income to live on after giving up work. they have good ideas for special alternative investment products, tailor made for people approaching retirement like me.

Our Services

Financial Advice & Planning

Failing to plan is planning to fail. When it comes to important life goals, making a wish list is just the first step. You need professional advice to turn your aspirations into reality.

Private Wealth Management

Today’s financial landscape won’t be the same tomorrow. How do you make investment choices with the right balance between your current objectives and future realities?

Portfolio Management

You may have clear goals, but how do you get there? You need someone capable and understands you well enough to be your trusted partner through your investment journey.

Specialist Expatriate Services

The prospect of an expatriate posting can be very exciting. At the same time, it can also be very daunting, especially when it comes to your financial arrangements. We can help.

What sets us apart

Proven in-house expertise

Our team of advisors work closely with our research and investment experts. Together we 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.

Professional and personal approach

Our advisors are supported by access to market-leading research, investment services and wealth management solutions to deliver the best possible service and options for you.

Committed to professional development through ongoing education and training, our experienced advisors are also open, practical, responsive and approachable at every level.

Dedicated research and technical support

Working closely with a range of best-in-class global research providers, we ensure our advisors maintain a high-level understanding of legislation and investment markets.

Our expertise and research strength underpin our recommendations, enabling us to construct investment portfolios that deliver on your objectives over the long term.

Strategy and modelling

Our advisors can assist you with strategic advice and financial modelling which help you compare your current financial situation with the outcomes that can be achieved.

Through insightful and strategic financial advice, we can help you achieve your financial goals at every stage of your life and plan for your retirement.

An extensive range of investments

We offer you access to an extensive range of investments that have been researched, approved and are regularly monitored to ensure they remain relevant for your needs.

We apply discipline and rigour in our analysis of markets, aiming to connect you with only the best products and services that are in your best interests and are fairly priced.

Our Team

  • Jon Black – Partner

  • Shirley Chang – Senior Wealth Advisor

  • Matthew Jones – Senior Wealth Advisor

  • Joanne Kenderes – Partner

  • Craig Lasby – Senior Wealth Advisor

  • Jean Lim – Senior Wealth Advisor

  • Andre Mudigdo – Senior Wealth Advisor

  • Floriana Ng – Senior Wealth Advisor

  • Laura Peressini – Partner

  • Nicholas Woodward – Senior Wealth Advisor

  • Monica Yiu – Senior Wealth Advisor

  • William Chong – Senior Wealth Advisor

Insights

Read our latest insights to help you make better investment decisions and build stronger portfolios.

  • Weekly Economic Commentary

    Protected: Oreana Weekly Economic and Market Commentary – 26 September 2022

    Read more
  • Isaac's investment strategy

    Isaac’s investment strategy | Ausbiz

    Read more
  • Fade the Fed: Why it's time to buy bonds and hold equities

    Fade the Fed: Why it’s time to buy bonds and hold equities | Livewire Markets

    Read more
A Licensed Financial Firm