Welcome to Satori Consultancy

We are a successful, international fund distribution company. We select innovative, actively managed funds for our global network of financial advisers.

COVID-19

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.

About Satori

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.

The Team

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

Roger Clarke

Neil has worked in financial services for over 20 years. Starting with Clerical Medical in the UK, he left to work as an IFA in Hong Kong in 1994 before moving to CMI that year. He remained in Asia until 1999 working also for Hansard and J.Rothschild International, where he was responsible for Asian sales. In late 1999 he moved to South Africa as International Sales Manager for Royal London 360, where he managed the Cape Town office for just under 12 years. In 2011 he left Royal London 360 to become one of the founding partners of Satori Consultancy
Neil Baskerville

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.

 

 

Susie Head

Fund Range

Our fund managers are all active managers, conducting rigorous research to construct funds that suit a variety of investor demands.

Luxembourg UCITS

Athena Global Opportunities Fund

Malta UCITS

Athena Global Cautious Fund

Our Office

Satori Consultancy
Floor 2, Ebene House
33 Cybercity 77201
Ebene, Mauritius.

[email protected]

Contact Neil

+44 7787 573183
[email protected]
Skype: neil.baskerville

Contact Roger

+44 7979 186697
[email protected]
Skype: clarker65

Contact Susie

+6012 696 1045
[email protected]
Skype: susiehead

Please Read

It is important you read the following information before proceeding as it outlines certain legal and regulatory restrictions and other matters applicable to any investment in the range of funds featured on this website.

All reasonable precautions have been taken to ensure the accuracy, security and confidentiality of information available through this website. The information may be amended at any time without notice. The information contained in this website is for information purposes only and Satori Consultancy is not soliciting any action based on information available. Any opinions expressed or material provided is based upon information considered reliable, but Satori Consultancy does not represent or warrant that such opinions and material are accurate or complete, and should not be relied upon. If you are in any doubt about the contents of this website, you should consult your stockbroker, bank manager, lawyer, accountant or other professional advisor. Satori Consultancy cannot be held liable for any loss or damage whether it is direct or consequential.

Any opinions expressed whether in general or both on the performance of individual funds and in a wider economic context represent the views of the contributions at the time of preparation. They are subject to change and should not be interpreted as investment advice. The information contained in this website is directed only at persons or entities in any jurisdiction or country where access to that information and the use thereof is not contrary to local law or regulation. Without prejudice to the generality of the foregoing, this website does not constitute an offer to sell or a solicitation of an offer to purchase shares in any jurisdiction to any person to whom it is lawful or in which the person making such offer or solicitation is not qualified to do so. Satori Consultancy’s investment products are available only to eligible investors who (i) are not US Persons or (ii) if US Persons , are “accredited investors” as such term is defined in Regulation D of the United States Securities Act of 1933, as amended. In particular, the information contained or referred to in this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States of America any of its states or possessions.

Because of the funds complex nature, investment through The Satori Consultancy is only suitable for sophisticated investors who are able to bear the risks involved, believe that the investment is suitable based upon their investment objectives and financial needs and have less need for short term liquidity of investments. Past performance is not an indication of future performance.

The value of investments may go down as well as up and investors may not get back the amount invested. The assets of the funds mentioned on this website may be in a variety of currencies and therefore movements in the values of the currencies may also affect the value of an investor’s holdings. Furthermore, the value of shares may be adversely affected by fluctuations in exchange rate between the investor’s reference currency and the base currency of the fund. The views expressed are those of Satori Consultancy at the time of writing, are subject to change without notice and do not constitute investment advice. This article is directed at investment professionals only and should not be relied upon by private investors. Whilst Satori Consultancy has used all reasonable efforts to ensure the accuracy of the information contained in this article, we cannot guarantee the reliability, completeness or accuracy of such information By clicking on “Enter” below you confirm that you have read and understood the foregoing.