Octo Members Group founder reflects on UK wealth industry

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Having spent 30 years as a wealth manager, been named wealth manager of the year by a number of august institutions, and enjoyed a significant media career, Lee Robertson has moved on to found and lead private social network for wealth managers, the Octo Members Group.

The group is a free private social network, with no pesky ads from headhunters or product providers, as it takes no advertising. It has gained over 1,000 members since launch in April, drawn from the IFA community, paraplanners, compliance officers and people in fund sales who are looking for: “Brains trust type stuff that gets us thinking,” to quote Robertson.

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Beverly Chandler
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Managing Editor

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