We are taking all the necessary steps to ensure the continuity of our Platform services, whilst protecting our staff. We want to assure you that we remain working and here to help.
We have put in place, along with our business partners, a home working structure that protects our staff whilst ensuring that there are no negative implications for Investors or advisers. This has been in place since 18/3/20 and has been operating smoothly. The Platform infrastructure is robust and we are able to operate with no dilution to service.
Satori Consultancy is an experienced team of financial service professionals that have combined their talents to create a new style distribution company. We source funds that offer financial advisers a comprehensive range of investment solutions, married with exemplary service, internationally.
Roger Clarke has over 20 years financial services experience and was previously employed as the International Sales Manager for Northern Britain by Scottish Mutual International before being promoted Asian Sales Director, based in Hong Kong. In 2004 he established his own distribution company and started working with Miton Investments. He successfully established the Miton offshore operation and became one of the original private shareholders. In 2011 he left Miton and went onto form what is now Satori Consultancy
Susie Head has worked in the financial services industry for over 12 years. She is based in Kuala Lumpur and oversees the administration of The Investment Platform ensuring there are effective processes and procedures in place for the day-to-day operations of the platform as well as providing ongoing support for new and existing clients. Susie is also one of the founding partners of Satori Consultancy.
The Investment Platform enters into an agreement to hold the Universal Access Bonds on the Platform
Expats, especially Americans and U.S. connected persons, face challenges in finding appropriate solutions for their investing needs. Universal Access Bonds® are now accessible on The Investment Platform making them more widely available to these clients and the advisers that serve them.
Floor 2, Ebene House
33 Cybercity 77201