Lee Robertson

CEO Octo Members Group and CEO in London, UK

Visit my company website

I head up the team at Octo Members Group which is a dynamic new app based community and content hub for UK based financial services professionals based in Wapping on the edge of London's financial district. We pride ourselves on delivering award winning financial planning, investment, regulatory and practice and personal development content.

We bring clarity and purpose to our app which curates, aggregates and creates actionable, contextual and debatable information to our community. We based around our vision of crowd-sourcing knowledge at the completely opposite end of the client service spectrum to the largely homogenised, high-charge offerings of many of the larger publishing players and are keen to give everyone a voice. We love to showcase leaders and thought leadership in financial services.

As well as leading the team at Octo I am a regular and passionate contributor to the debate around raising standards in wealth management so can often be found in the press or on TV business programmes discussing personal finance and investment.

Displaying demonstrably high standards within wealth management has led me to help set standards within investment management with many award wins under my belt and several award judging positions.

Personal accolades include being named in the Spear's Wealth Management Index as one of the UK's Top 10 Wealth Managers in 20112-2018 as well as their Wealth Manager of the Year In 2017 and Le Fonti UK wealth Management CEO of the Year In 2018 in their international business awards.

I also consult and regularly speak on Wealth Management issues with a particular emphasis on client service, marketing and communications.

Finally, I am a Visiting Lecturer for the University of Westminster DisLAB on their MA course in digital interactive storytelling.

  • Work
    • Octo Members Group
  • Education
    • Edinburgh Napier University