Ian Else of 4 Financial Planning: Adviser Insight

Octo Members
25 April 2022

3 Questions: Justin Onuekwusi

Octo Members
30 March 2019

Octo Podcast Episode 2 – Richard Philbin

Octo Members
9 November 2018
Phoebe Ellis of First Wealth explains ‘Lets Talk about Money’
Ian Else of 4 Financial Planning: Adviser Insight
Meeting The Next Generation: M&G’s de Quinsonas says ESG is crucial for understanding EM
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
Octo Podcast Episode 2 – Richard Philbin
Octo Podcast Episode 1 – With profits. For ordinary people?

Octo Selectors Series: The Highlights

Octo Members
7 January 2020

A 3-minute watch. The Octo Selectors Series has been a…

Beaufort Investment’s Shane Balkham on launching unitised versions of MPS

Octo Members
7 January 2020

A 13-minute watch.    In the latest Octo Selectors Series…

Ryan Dobratz on Third Avenue’s ‘uncommon approach’, and favouring operators over REITs

Octo Members
19 December 2019

A 25-minute watch.    Ryan Dobratz is portfolio manager of…

Beaufort Investment’s Balkham on finding the fund managers who ‘build their reputations, not live off them’

Octo Members
19 December 2019

A 90-second watch.    Shane Balkham is CIO at Beaufort Investment,…

Altus’ Okell on financial services tech and the ‘mindset of embracing’

Octo Members
17 December 2019

A 37-minute watch.    Kevin Okell is MD of Altus, tech…

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…

Popular Tags.

Download the first private community app for UK financial services professionals