The Octo Team

Views on what’s going to make a difference in the months and years to come.

Clive Waller, Research Consultancy

There are numerous issues facing the industry and by sharing ideas (not business sensitive) we can promote best practice and improve the standing of our industry and profession.

Andrew Herberts

Sharing knowledge, best practice and ideas with those who know the industry and what they’re talking about

Mikkel Bates
Our Team.
Lee Robertson
CEO and Founder

Multi award-winning wealth manager and self-confessed Scottish Presbyterian workaholic. Previously founder and former CEO of Investment Quorum and one of the advisory communities best known and most well respected figures. A former serviceman and Past Master of the Guild of Entrepreneurs, and the driving force behind Octo.

Andy Brown
COO and Founder

“Mr Prufund” and previously Investment Director at PPMG.  Technology, governance and finance are his bag.  Who better than one of Europe’s biggest mutual fund managers to look after the kit, governance and investments?  Andy is one of the shrewdest and most insightful figures in the investment industry and an outstanding investor in his own right.

Rob Page
Non-Executive Director and Founder

Rob is one of the best known and best connected figures in his space and has been CMO at more firms than he cares to mention but has learnt something from each and every one. He was most recently CMO at Janus Henderson where his team won just about every marketing award going during his 5 years at the firm.

Jon Rocchi
Client Development Director and Founder

Jon joined Octo from Financial Express where he helped build one of the UK’s most successful financial publishing businesses.

Gary Shepherd
Head of Investment Content

Gary is a multi-award winning journalist joining Octo from Omnis. He was previously Editor of Portfolio Adviser.

Dimitri Hambi
Data Analyst

Dimitri studied engineering at Oxford Brookes following which he completed several placements in the financial services sector. He came to Octo to do the same but we were so impressed with Dimitri we hired him.

Debbie Greenfield
Head of Production

Debbie has worn many hats in financial services, which equips her well for keeping the conversation flowing.  Believing that ‘Conversation is king, content is just something to talk about’, she ensures that we generate for members the very best, actionable, insightful content that creates debate and cuts through the noise. She brings masses of production experience from BrightTalk.

Sorrel Mulhall
Partnerships & Community Development Manager

With almost a decade’s experience supporting the financial adviser community, Sorrel joins most recently from the Personal Finance Society where she managed their strategic partnerships and professional development programme.

Our Contributors.
Sam Shaw

Sam is a well-respected and much-loved freelance journalist and now Octo host. Sam has worked in senior editorial roles with Financial Times Business, Incisive Media and Centaur Media as well as a multitude of financial companies as content creator. Production and presenting experience have taken her from to Radio 5Live.

John Lappin

The former editor of Money Marketing, John is one of the best connected and most well-read commentators covering the IFA sector. He is a regular contributor to many of the key financial publications and was recently described by a senior adviser as “one of the few journalists that asks the questions others are afraid to”.

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