Isaac Poole

Global Chief Investment Officer Portfolio Manager

Oreana Financial Services


Isaac has significant experience in the financial sector with a career spanning across central banking, risk management, asset allocation and investment consulting in major firms in Australia, the UK and Hong Kong. Prior to joining Oreana, Isaac worked at Willis Towers Watson as the Head of Capital Markets Research in the Asia-Pacific. In this role he contributed to asset allocation decisions, macro-economic analysis and investment research across Asia and global markets. Isaac worked with institutions including major sovereign wealth funds, government agencies and pension funds. Isaac’s focus in this role was delivering asset allocation solutions to improve portfolio outcomes and returns. Other prior roles include Chief Economist at NSW Treasury Corporation, tasked with debt financing and investment management for the NSW Government, Manager of Economic Risk at Lloyds Banking Group, the largest retail bank in Britain, and graduate economist at the Reserve Bank of Australia . Isaac holds a PhD in Economics from the University of Sydney in NSW, Australia. Isaac’s PhD developed economic theory and quantitative methods to analyse optimal mechanisms in key financial markets in Australia including government bond auctions and the Australian housing market. Isaac has also studied at the University of Oxford in the UK and the University of Tasmania in Australia. Isaac is a Certified Investment Management Analyst® holder through the Investment and Wealth Institute™.

The latest articles from Isaac Poole


Global CIO Isaac Poole on What’s On The Cards for Oreana As the world begins to return to something resembling normalcy, boutique investment and wealth management Oreana is continuing to make it’s mark in the Australian and Asian markets. From his position at the helm of the investment arm of Oreana Financial Services, the Oreana Portfolio Advisory Servic....