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Asset Management / Wealth Management / On The Move
Brookfield, Oaktree expand global wealth team
Firms see growing demand for alternative investment solutions
The Asset 20 May 2022

Toronto-based Brookfield Asset Management and Los Angeles-headquartered Oaktree Capital Management have expanded their global wealth team to meet the growing demand for alternative investment solutions.

“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,” says 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 advisers and their clients globally and help them meet their goals.”

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, Wang joins the firm from PIMCO where she led the Greater China wealth business for the past six years. Before that, she worked at Goldman Sachs Asset Management and Man Group.

Oscar Isoba has been appointed head of US offshore and Latin America. Based in Miami, Isoba will support both US-based advisers serving offshore clients and Latin America-based advisers. Isoba joins from Nuveen where he spent 12 years as head of Latin America and US offshore. Prior to Nuveen, he spent nearly two decades in a similar role at AllianceBernstein.

In Canada, Brookfield Oaktree Wealth Solutions will more than triple its local sales teams. Led by Karen Khalil, the team is expanding to support the newly launched real estate and credit solutions.

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