The Octo Team

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

As a fellow disruptor in the financial space – I have to take my hat off to what you are creating with Octomembers.

To create a community of this quality, in such a short space of time, on a kick-ass app, with a constant flow of genuinely valuable content – is not easy.

You should be proud of what you are doing and I hope that all the other members of the community are as excited as I am about the way you can disrupt the industry in 2019.

Damian Horner, Co-Founder and Chief Creative Officer of Real Vision.com

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

Andy is one of the two founders of Octo Members Group. He has spent over 30 years in the industry working in asset management for Prudential, M&G Investment Management and Deutche Bank, where he latterly chaired the investment committees. Andy’s name has been synonymous with the successful £50 bn + Prufund range of funds as well as other Prudential multi asset funds.

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.

Will Overall
Client Director

Will has over 20 years’ experience within financial services having worked as a telephone dealer and as part of the sales teams within several Asset Management companies. He then moved to roles selling solutions to Asset Managers for both data and services.  Will holds several investment qualifications and a Diploma in business and finance.

Our Contributors.
John Lappin
Editor/journalist/consultant

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”.

Want to learn more? Contact us.

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