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Memos from Howard Marks: The Indispensability of RiskBrookfield Oaktree Wealth Solutions, a leading provider of alternative investments to financial advisors and their clients globally, today announced it has hired Richard Chan and Shai-Wan Sai as client relationship managers on its Asia Pacific team. The team is responsible for supporting regional growth as Brookfield Oaktree Wealth Solutions continues to expand its product offerings to financial advisors, private banks, and intermediaries across the region.
Richard and Shai-Wan join Brookfield Oaktree Wealth Solutions at an exciting time as we continue to grow our wealth business across the Asia Pacific region.
David Levi
Head of Brookfield Oaktree Wealth Solutions
"With Southeast Asia set to become one of the largest wealth management hubs in the world over the coming decade, they will both serve as valuable resources, helping expand access to institutional-caliber alternatives expertise and innovative solutions for financial advisors and their clients,” said David Levi, Head of Brookfield Oaktree Wealth Solutions. “With multiple fund launches in the coming quarters across our semi-liquid, liquid and private market strategies, we look forward to continuing to expand our team and support for the region.”
Based in Hong Kong, Chan joins Brookfield Oaktree Wealth Solutions from Capital Group in Hong Kong, where he worked with intermediary partners across Hong Kong, Mainland China, and Taiwan. Prior to Capital Group, Chan was part of the Global Wealth Management division at PIMCO. At Brookfield Oaktree Wealth Solutions, Chan will work to expand our private wealth business with intermediaries and partners across Greater China, with a particular focus on Hong Kong.
Sai joins Brookfield Oaktree Wealth Solutions from Blackrock, where he was part of the Wealth Client business covering private banks and intermediaries. Prior to Blackrock, Sai held roles at Aberdeen Standard Investments and Schroders in their wealth business. In his new role, Sai will be responsible for supporting our private wealth intermediaries and partners across Southeast Asia. Sai will be based in Singapore.
Advisors interested in learning more about Brookfield Oaktree Wealth Solutions should call +65 6750 4522 or email info@brookfieldoaktree.com.
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. For more information, please visit our website at www.brookfieldoaktree.com. Brookfield Oaktree Wealth Solutions is registered as a brokerdealer with the U.S. Securities & Exchange Commission (“SEC”) and is a member of Financial Industry Regulatory Authority, Inc.) (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”).
Rachel Wood
Tel: 212.618.3490
rachel.wood@brookfield.com