Latest News
Press Release
February 6, 2023

Brookfield Leverages Market-Leading Platform to Launch Infrastructure Strategy for Private Wealth Investors

Brookfield Oaktree Wealth Solutions’ flagship infrastructure offering for private professional wealth investors is managed by Brookfield, one of the world’s largest and most experienced investors, owners, and operators of infrastructure.

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Press Release
January 10, 2023

Brookfield Oaktree Wealth Solutions Welcomes James Bruno as Head of Product Development

James Bruno has joined Brookfield Oaktree Wealth Solutions as Head of Product Development.

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Press Release
October 11, 2022

Brookfield Oaktree Wealth Solutions Announces Two Key Hires in Greater China and SouthEast Asia

Brookfield Oaktree Wealth Solutions added two key hires to the APAC client relationship management team, who will support growth in Greater China and Southeast Asia.

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Press Release
August 23, 2022

Brookfield Oaktree Wealth Solutions Expands Team Supporting RIA Firms Across the U.S.

Brookfield Oaktree Wealth Solutions is expanding their RIA sales and support team in the United States to meet the regional growth of the RIA market.

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FundFire
August 16, 2022

Brookfield, Oaktree Welcomes Dan McCulloch, Greg Rushing

The joint venture has hired sales staff from Morgan Stanley and Starwood.

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Wealth Management
July 31, 2022

What’s Behind Brookfield’s Move into CRE Debt Investing

Amid uncertainty in a rising rate and inflationary environment, the real estate investment giant sees potential opportunity for income in debt strategies.

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Wealth Professional Canada
July 22, 2022

Brookfield Oaktree Strengthens Canadian Alternative Options

Brookfield Oaktree Wealth Solutions is increasing its Canadian presence to offer more unique alternative options to advisors in this market

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Financial Advisor IQ
July 8, 2022

Advisors Should Help Clients Understand Alternatives

“Alternatives in different vehicles and structures make sense in almost everybody’s portfolio,” according to David Levi, Head of Brookfield Oaktree Wealth Solutions.

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Asian Private Banker
June 21, 2022

We deliver institutional calibre to the individual investor

Brookfield Oaktree Wealth Solutions seeks to offer global clients a suite of income-focused alternative investment products, by marrying the strength and expertise of Brookfield Asset Management and Oaktree Capital Management.

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Press Release
May 19, 2022

Brookfield, Oaktree Expand Global Wealth Team

David Levi, CEO: 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.

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More from Brookfield and Oaktree

Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield.

The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.

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Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield .

The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.

When using the website, you must comply with all applicable local, national and international laws and regulations, including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on the website in certain countries and we and our affiliated companies disclaim all responsibility if you download any information from the website in breach of any law or regulation of the country in which you reside.

FINRA Brokercheck

Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield .

The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.

When using the website, you must comply with all applicable local, national and international laws and regulations, including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on the website in certain countries and we and our affiliated companies disclaim all responsibility if you download any information from the website in breach of any law or regulation of the country in which you reside.

FINRA Brokercheck

Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield .

The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.

When using the website, you must comply with all applicable local, national and international laws and regulations, including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on the website in certain countries and we and our affiliated companies disclaim all responsibility if you download any information from the website in breach of any law or regulation of the country in which you reside.

FINRA Brokercheck

Disclosure ©2023 Brookfield Asset Management Inc.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC & ©2023 Brookfield Public Securities Group LLC

Brookfield Asset Management Inc. (“Brookfield”) completed a 62% acquisition of Oaktree Capital Group, LLC (“Oaktree”) on September 30, 2019. Each of Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC (“PSG”) is a wholly owned subsidiary of Brookfield .

The information noted on this website or any attached or linked publication is not and is not intended as investment advice or prediction of investment performance. This information is deemed to be from reliable sources; however, neither Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG nor Brookfield warrants its completeness or accuracy. This website and any attached or linked publication is not intended to and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, fund or service (nor shall any security, product, fund or service be offered or sold) in any jurisdiction in which Oaktree, Brookfield Oaktree Wealth Solutions LLC, PSG and/or Brookfield is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Information herein may contain, include or be based upon forward-looking statements within the meaning of the federal securities laws, specifically Section 21E of the Securities Exchange Act of 1934, as amended.

When using the website, you must comply with all applicable local, national and international laws and regulations, including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on the website in certain countries and we and our affiliated companies disclaim all responsibility if you download any information from the website in breach of any law or regulation of the country in which you reside.

FINRA Brokercheck