The UCI Part II (SICAV) platform for wealth management customers has been established by Brookfield Oaktree Wealth Solutions, a global provider of alternative investments to financial advisers and their clients. 

The Luxembourg-based, regulated fund structure represents Brookfield Oaktree Wealth Solutions’ dedication to offering wealth investors worldwide alternative solutions and provides investors in EMEA, Asia, and Latin America with increased utilisation of Brookfield and Oaktree strategies.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

Related Company Profiles

View all

The UCI Part II platform will incorporate Brookfield’s continually offered infrastructure approach, which makes use of the company’s $293bn infrastructure platform to invest in specific transactions and assets in the areas of midstream, data, utilities, transport, renewable power and transition, and utilities.

In the upcoming quarters, Oaktree credit strategies will be among the new strategies that the firm intends to offer to the platform.

John Sweeney, Brookfield Oaktree Wealth Solutions CEO, stated: “As we continue to grow Brookfield Oaktree Wealth Solutions capabilities globally, the UCI Part II launch marks an exciting milestone in our product innovation efforts. We look forward to continuing to evolve and add to the number of perpetually offered and private funds for advisers and their clients.”

Tara Newbery, managing director and head of legal EMEA and APAC, added: “UCI Part II funds are an ideal wrapper for wealth investors looking to access alternative investment strategies such as those offered by Brookfield and Oaktree.  The registered nature and low investment minimum of a UCI Part II allows for greater scale across key markets, but also provides greater familiarity for clients. Our UCI Part II Platform aims to simplify due diligence and onboarding processes for our distribution partners enabling our wealth partners to onboard new products efficiently.” 

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.