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.
CIO 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.
CMO 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.
Member Development Director
Steve is one of the founding shareholders and brings a wealth of experience in the advisory market having joined Octo from SLI.
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.
Head of Investment Content
Gary is a multi-award winning journalist joining Octo from Omnis. He was previously Editor of Portfolio Adviser.
Head of Video
Marcus joined Octo in April having spent 7 years at Janus Henderson Investors as a content specialist. He has significant broadcast experience and was most recently a presenter for Trust TV. He has a passion for Fintech and completed The Oxford Fintech Programme at Said Business School, University of Oxford.
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.
Founder Sam Shaw Media
Founder of the eponymously named Sam Shaw Media, Sam is a well-respected and much-loved freelance journalist and now Octo host. Sam has worked in senior editorial roles with Asset.tv, Financial Times Business, Investment Week and Money Marketing, and has built a strong following in broadcast media.
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”.