At OREA CAPITAL, we don’t serve clients, we serve people. Since 1996, we’ve been dedicated to providing personalized and tailored advisory services that simplify our clients’ lives, while protecting and growing their wealth for future generations.

As a privately-owned and independent wealth management firm, we pride ourselves in delivering top-tier advisory services, with a personal touch. Our dedicated team has over 100 years of combined experience, and on average, has been with our family for 15 years.

Our values

We believe in the power of building long-term relationships, and want to help our clients grow their legacy, together with us. We play a big role in successive family planning, and act as advisors for multiple generations across our clients’ family trees.

Our open architecture model enables us to provide our clients with personalized and objective advisory services that correspond to their needs. Because we’re not affiliated with any banks, investment managers or fund managers, we can focus on serving only our clients’ best interests.

OREA CAPITAL has been PSF-regulated since 1996 and operates under the control of the Luxembourg financial authorities, CSSF. We strive to deliver best-in-class customer service, which includes being fully transparent and readily available for our customers. Every one of our clients has a dedicated investment advisor who accompanies them on their journey of growth, providing them with support, advice and regular status updates.