Lawyers and notaries
Private client, succession, corporate and M&A practices whose clients need an investment manager.
Become a business introducer.
Okami works with a select group of lawyers, accountants, corporate service providers and independent advisers who introduce clients to us. Your client relationship stays yours. We provide regulated, independent investment management and brokerage.
Who we work with
Trusted advisers to wealthy families.
Introducers usually advise individuals, families, companies, trusts and foundations with investable assets of USD 1 million or more.
Accountants and tax advisers
Firms supporting entrepreneurs and families through liquidity events, relocation and restructuring.
Trust and corporate service providers
Trustees, foundation councils and management companies that need a manager for the assets they administer.
Family office and wealth advisers
Independent advisers, multi-family offices and relocation specialists who prefer to work with an independent firm.
Why introducers choose Okami
A partner that will not compete with you.
Independent
No in-house products
No proprietary funds and no distribution incentives, so our advice never conflicts with yours.
Relationship
Your client stays yours
You remain your client's trusted adviser. With their consent, we keep you informed.
Continuity
One relationship manager
Every client you introduce has one named contact at Okami for the life of the relationship.
Transparency
Agreed in writing
Remuneration is set out in a written introducer agreement and disclosed to the client.
How it works
From application to first introduction.
- 01
Apply
Tell us about your firm, your clients and where you work, using the form below.
- 02
Due diligence
We verify your firm and sign a written introducer agreement with you.
- 03
Introduce
You make a warm introduction. Our team handles the consultation, suitability and KYC.
- 04
Onboard
Your client opens an account with us, including online, and we keep you updated.
- 05
Remuneration
Paid as set out in your agreement, and disclosed to the client.
Clear rules
Protecting you, your clients and Okami.
Okami is licensed and regulated by the Financial Services Commission, Mauritius. Every introducer arrangement follows the same principles.
Introduce, do not advise
Introducers do not give investment advice or recommend products on Okami's behalf.
No client money
Introducers never receive, hold or transfer client funds or assets for Okami.
Full disclosure
Clients are told about the introducer relationship and any remuneration it involves.
Local rules apply
You follow the laws of your own country, including any rules on promoting financial services.
Apply
Introducer application.
Received
Thank you. Your application has reached us.
We review every application and reply by email. A copy has been sent to your email address.
For professional advisers
Keep your clients ahead of the market.
Our research and market notes, ready to share with the families and companies you advise.