Unique position with a different approach
With long term experience in Asia and Australia as well as a strong belief in stringent compliance and best practice stewardship, our approach is different from most advisors in Asia.
We have built robust, long-term, strategic planning and investment management processes for those that are seeking the experience of an institutional client in the design and delivery of investment, wealth management and strategic financial planning services.
Our key areas of distinction
1. A track record to be proud of
Oreana has an 20-year history, having been established in Hong Kong since August 2002.
With offices in Australia and Hong Kong, many of our team members have been with us since our beginnings, maintaining service continuity in our client relationships and building a strong track record of performance.
It is this continuity of service and performance that has awarded us a reputation in managing wealth between Asia and Australia, and cemented our relationships with larger institutions across both regions.
2. Our client commitment
We put our clients at the centre of everything we do. Our advisors listen carefully to clients’ needs and are free to select the most suitable solutions to each client’s circumstances. 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.
3. Delivering the best outcomes
We are driven to do things the best way. If the best way involves challenging industry norms, or forging new links with expert partners, or going above and beyond – that’s what we do. We prize the entrepreneurial spirit, autonomy and agility that allow us to pursue opportunities to their conclusion and deliver high quality outcomes for our clients and advisors.
4. Flexible, full service capability
Being autonomous and not tied to any one service provider or financial institution means we work in the sole interests of our clients. While we have alliances to some of the most prominent financial institutions, our clients benefit from our personal perspective. This autonomy affords us the ability to act in our clients’ best interests – at the same time providing us the opportunity to tap into the best partners in our broader networks.
5. We are regional experts
We continually strive to be the best in our field by bridging the opportunities between Australia and Asia. With expert teams on the ground in both regions, we are sharp, efficient, and aligned to our clients’ values and expectations; attuned to the opportunities and challenges in transacting between jurisdictions.
6. Sustainable investing
We take sustainable investing seriously because we believe that long-term sustainability issues can have a material impact on risk and return outcomes. An economically efficient, sustainable global financial system is a necessity for long-term value creation. Such a system will reward long-term, responsible investment and benefit the environment and society as a whole.
7. Security is paramount
We ensure our clients’ investments have a secure foundation. This means the investment platforms, products and management of these investments are accessed through large institutions that have extensive resources and industry strength. Our clients can have confidence knowing they are being looked after in every way.
Read our latest insights to help you make better investment decisions and build stronger portfolios.
A Licensed Financial Firm
In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563).
In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).