Who we are
At OREA CAPITAL, we provide our clients with personalized, independent and objective advice, founded on a long-term relationship of trust.
Our mission is to grow and preserve the wealth of our clients, guided by our philosophy of guided by our philosophy of: openness, transparency and caring the best interests of our clients.
By your side for the long run
We’re here to guide you in your investment choices, and are committed to delivering quality services with complete transparency.
Our advisors are always close by, and at your disposal to help you define your needs and make the right choices for your future.
Your best
interest at heart
The quality of our independent management allows us to offer you personalized advisory services that are tailored to your needs.
Building trust with our clients is one of our core values. Every day, we strive to foster relationships built on trust, integrity and honesty – with both current and future generations at heart.
Our ethics
As professionals in the finance sector, OREA CAPITAL is subject to the supervision of the CSSF (Commission de Surveillance du Secteur Financier), thereby ensuring compliance with applicable European laws and regulations.
We are governed by our principles, and take scrupulous care that our actions and decision-making conform to our strict code of ethics.
Our ethics
As professionals in the finance sector, OREA CAPITAL is subject to the supervision of the CSSF (Commission de Surveillance du Secteur Financier), thereby ensuring compliance with applicable European laws and regulations.
We are governed by our principles, and take scrupulous care that our actions and decision-making conform to our strict code of ethics.
ESG (Environmental, Social & Governance) Sustainability Policy
We’re convinced that the future of a business is closely linked to environmental, social and governance factors. That’s why OREA CAPITAL takes into account the risks represented by these ESG sustainability factors in its long-term growth vision;
Sustainable management
Our mission is to grow our customers’ wealth by applying our investment management policy – which is transparent and resolutely focused on the protection of our customers’ assets – in a sustainable way.
Our investment management policy pays particular attention to the impact of business on the global society, and is stable, objective and complies with the ESG criteria.
This applies to all of our services (including institutional management, discretionary management and advisory management) and to the financial instruments that make part of our universe of securities.
Exclusion – Commitment – Integration
OREA CAPITAL subscribes to the United Nations Principles for Responsible Investment (PRI). These aim to encourage companies to integrate fundamental responsibilities into their commercial activities.
Exclusion: we filter values that have no place in our investment universe if they do not respect our values of sustainability. To do this, we use the Norges Bank Investment Management (NBIM) ‘observations and exclusion of companies’ list, a benchmark in the field of ethical and responsible investment.
Commitment: we want to play a role in positively influencing the sustainable behavior of our counterparts, so that they, too, can make forward-looking decisions in terms of ESG impact:
- Environmental: limit global warming and fight against air, land and water pollution
- Social: develop lasting, quality relationships with all concerned parties
- Governance: develop a sustainable business and organization model
Integration: we’re convinced that the financial health of a company can only be sustainable in the long-term if this company also has good ESG results. Therefore, we integrate not only the traditional financial parameters but also the ESG criteria in our investment choices.
OREA CAPITAL is firmly committed to reconciling ESG criteria and traditional risk and return factors as effectively as possible. Thanks to our ESG commitment, our business and capabilities are constantly evolving and adapting to a world in perpetual motion.
Our investment solutions are guided by the UN Principles for Responsible Investment (UN PRI). We fully share in their vision for developing sustainable investment solutions that protect the broader interests of society and the environment as a whole. Every year, we demonstrate our progress in an extensive sustainability report that reinforces our commitment to building a more responsible future.
