Ian Else of 4 Financial Planning: Adviser Insight

Octo Members
25 April 2022

3 Questions: Justin Onuekwusi

Octo Members
30 March 2019
Phoebe Ellis of First Wealth explains ‘Lets Talk about Money’
Ian Else of 4 Financial Planning: Adviser Insight
Financial advice: Felix Milton on pushing the regulator to enforce industry-wide charters, and encouraging his peers it’s a ‘rewarding career’
3 Questions: Justin Onuekwusi

Ryan Dobratz on retail under pressure, and the opportunities he sees at ‘destination centres’

Octo Members
17 December 2019

A 3-minute watch.     Ryan is portfolio manager of…

The Cut: Marcus looks at open-ended property funds, and segmenting adviser clients

Octo Members
17 December 2019

A 2-minute watch. Marcus rounds up the week on Octo. 

Smith & Williamson’s James Burns on the diverse opportunity in property investment companies

Octo Members
17 December 2019

A 13-minute watch.  The most recent guest in our Octo…

Kevin Okell on Altus and their new joint venture

Octo Members
13 December 2019

A 1-minute watch.    Kevin Okell is managing director at Altus,…

Smith & Williamson’s Burns on whether ‘style drift’ is a concern

Octo Members
13 December 2019

A 2-minute watch.     James Burns is head of multi-asset at…

Amyr Rocha Lima on ‘doubling down on being human’ with clients, and connectivity across tech

Octo Members
11 December 2019

A 26-minute watch. Amyr Rocha Lima is CFP and partner at Holland…

Addidi: Are You In?

Octo Members
10 December 2019

A short watch.    Here is a quick round up…

Rocha Lima on which Netflix series he finds inspirational

Octo Members
10 December 2019

A 2-minute watch. Amyr Rocha Lima is CFP and partner at Holland…

Steven McKay on the ‘free-for-all’ changes to employee benefits

Octo Members
9 December 2019

A 20-minute watch. Steven McKay is head of employee benefits…

Square Mile’s Victoria Hasler on evading ‘greedy’ asset managers

Octo Members
6 December 2019

A 14-minute watch.    Our Octo Selectors Series continues with…

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