Luke Moore

Chief Executive Officer, Oreana Financial Services

Professional Overview

Luke Moore is an accomplished financial services executive with extensive expertise in private wealth management and investment advisory. As the Chief Executive Officer of Oreana Financial Services, he oversees the firm's strategic direction, operational management, and client service initiatives across the Asia-Pacific region.

Experience Summary

Current Role
As CEO of Oreana Financial Services since 2016, Luke is responsible for driving the firm's growth and expansion throughout Hong Kong and the broader Asia market. Under his leadership, Oreana has strengthened its position as a leading independent wealth management provider, delivering tailored investment solutions and personalized advisory services to high-net-worth individuals and families.

During his tenure, Luke has spearheaded several key initiatives, including the launch of Oreana's digital wealth platform, the expansion of the firm's product and service offerings, and the enhancement of its risk management and compliance frameworks. These efforts have contributed to Oreana's recognition as one of the fastest-growing and most innovative wealth management firms in the region.

Career Progression
Prior to joining Oreana, Luke held various leadership roles within the NAB Private Wealth group, including Private Wealth Executive and Regional Executive for Asia. In these positions, he demonstrated his expertise in portfolio management, client relationship building, and business development, playing a pivotal role in driving the firm's regional growth and client satisfaction.

Earlier in his career, Luke served as an Investment Specialist at nabInvest Capital Partners, where he specialized in developing and implementing investment strategies for high-net-worth clients and institutional investors.

Academic Background

Luke holds a Bachelor of Commerce degree from the University of Melbourne, where he majored in Finance and Accounting. He is also a CFA charterholder, reflecting his deep understanding of investment analysis, portfolio management, and financial planning.

Areas of Expertise

• Private wealth management and advisory

• Investment portfolio construction and optimization

• Client relationship management and business development

• Strategic planning and execution

• Financial services regulation and compliance

Professional Impact

Under Luke's leadership, Oreana Financial Services has consistently ranked among the top wealth management firms in Asia, with a client satisfaction rate of over 90%. The firm has also been recognized for its innovative digital offerings and commitment to sustainable investing practices.

Luke is an active contributor to industry forums and conferences, where he shares his insights on emerging trends and best practices in the wealth management sector. He is also a member of the Hong Kong Monetary Authority's Private Wealth Management Advisory Committee, providing strategic guidance on regulatory and policy matters.

Conclusion

With his extensive experience, strategic vision, and commitment to client service, Luke Moore is well-positioned to continue driving Oreana Financial Services' growth and solidifying its reputation as a premier wealth management provider in the Asia-Pacific region.