Octo Members Group, an innovative, app-based proposition for the financial services community is primed for launch in Q4 2018.
The first financial services business of its kind, built by the industry for the industry, it empowers professionals to connect, share and engage. Octo opens doors for members to access the very latest ideas and debate, centred around investment, retirement, and financial planning.
Octo is the brainchild of renowned senior sector professionals from the wealth management, asset management and marketing sectors.
Founding directors are Lee Robertson, previously CEO of Investment Quorum; Rob Page, latterly Global Head of Marketing at Janus Henderson; Jon Rocchi, former Head of New Business at Financial Express; and Andy Brown, who is Investment Director at Prudential Portfolio Management Group.
Lee Robertson, Managing Director at Octo Members, said:
“We have built Octo Members with the financial services community, particularly advisers, at the forefront of our thinking. We exist purely to facilitate informed debate between the professional adviser community and product providers and with the aim of enhancing investor outcomes.”
For further information please contact either:
Original press release can be downloaded here.
23 August 2022
28 June 2023