Last updated: 13:59 / Thursday, 19 May 2022
Oscar Isoba for Latam & US Offshore market

Brookfield and Oaktree Expand Global Wealth Team to Meet Investor Demand

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  • In Asia Pacific, Stacie Wang joins Brookfield Oaktree Wealth Solutions as Head of Greater China, where she is responsible for establishing relationships with financial institutions and driving business development across the region
  • To lead Brookfield Oaktree Wealth Solutions’ efforts in Latin America, Oscar Isoba joins as Head of U.S. Offshore and Latin America
  • Brookfield Oaktree Wealth Solutions will more than triple its local sales teams to meet the demand for leading alternative investment strategies in Canada

Brookfield Asset Management and Oaktree Capital Management, L.P. announced the expansion of the Brookfield Oaktree Wealth Solutions business in Asia Pacific, Latin America and Canada. 

The firms are committed to accelerating the rapid growth of Brookfield Oaktree Wealth Solutions as a best-in-class provider of alternative investments and partner of choice to advisors and their clients globally.

“Brookfield Oaktree Wealth Solutions allows us to deliver the strengths and expertise of both Brookfield and Oaktree – and solutions across alternative investments – via a single team,” said David Levi, Head of Brookfield Oaktree Wealth Solutions. “The outsized need for best-in-class alternative investments globally is a significant opportunity to meaningfully move alternatives into the mainstream for advisors and their clients globally and help them meet their goals.

Key market updates

In Asia Pacific, Stacie Wang joins Brookfield Oaktree Wealth Solutions as Head of Greater China, where she is responsible for establishing relationships with financial institutions and driving business development across the region. Based in Hong Kong, Ms. Wang joins the firm from PIMCO, where she led their Greater China wealth business for the past six years. Prior to PIMCO, Ms. Wang worked at Goldman Sachs Asset Management and Man Group.

To lead Brookfield Oaktree Wealth Solutions’ efforts in Latin America, Oscar Isoba joins as Head of U.S. Offshore and Latin America. Based in Miami, Mr. Isoba will support both U.S.-based advisors serving offshore clients, and Latin America-based advisors. Mr. Isoba joins from Nuveen, where he spent twelve years as Head of Latin America and U.S. Offshore. Prior to that, he spent nearly two decades in a similar role at AllianceBernstein.

Finally, in Canada, Brookfield Oaktree Wealth Solutions will more than triple its local sales teams to meet the demand for leading alternative investment strategies in Canada. Led by Karen Khalil, the team’s expansion supports the growing demand for Brookfield and Oaktree’s newly launched real estate and credit solutions.

About Brookfield Oaktree Wealth Solutions

Brookfield Oaktree Wealth Solutions is a leading provider of alternative investments to advisors and their clients globally, helping them meet their overall financial goals. The global scale and multi-decade track records of our parent companies, Brookfield and Oaktree, place us among the leaders in alternative investing.

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