Lee Robertson and Rob Page unveil financial services app

Quartet of senior industry players involved

Beth Brearley
clock • 1 min read

Former CEO of Investment Quorum Lee Roberston and former global head of marketing at Janus Henderson Rob Page are among the four senior industry professionals who have teamed up to launch Octo Members Group, an app-based proposition for the financial services community.

Alongside Andy Brown, investment director at Prudential Portfolio Management Group, and Jon Rocchi, former head of new business at Financial Express, Page and Robertson have unveiled Octo Members, an app for financial services professionals to "connect, share and engage". Slated for launch in the fourth quarter of this year, the app is described by the founders as "the first financial services business of its kind, built by the industry for the industry," providing members with access to the latest investment ideas and debate. Robertson said: "We have built Octo Members with the fin...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Adviser work-life balance worsens as hours increase

Adviser work-life balance worsens as hours increase

Almost a third work more than 40 hours a week

Isabel Baxter
clock 02 October 2026 • 2 min read
When compliance becomes abundant

When compliance becomes abundant

If you create the record, bank the benefit

Matt Lynch
clock 30 September 2026 • 6 min read
Compliant by design: Why assurance transcends compliance...

Compliant by design: Why assurance transcends compliance...

... and belongs embedded within the advice process

Brian Wagner
clock 29 September 2026 • 4 min read