Lee Robertson is the managing director of Octo Members Group, a new app based venture primarily aimed at supporting wealth managers and financial planners. He was the founding director of Investment Quorum but stepped back from the business in August although continues to provide strategic insight to the Board.
Lee is a regulator commentator on issues as well a regular columnist in several publications. He is well known for his client centric views. He is a Fellow of the Chartered Institute of Securities and Investments and amongst other awards was recognised in the definitive Spear’s Wealth Management Awards as one of the top ten wealth managers in the UK and was named wealth manager of the year by the in 2015. Lee was also named UK Wealth Management CEO of the year last year in the Le Fonti International Business Awards.
He is a founding director of the Association of Independent Non-Executive Directors and a Visiting Lecturer at the University of Westminster DisLab on the Digital MA course.