People

Lee Robertson

Lee Robertson

Formal First Name
Lee
Location

Lee Robertson is the Founder and Chief Executive Officer of the Octo Members Group, a new venture aimed at supporting wealth managers and financial planners. He utilizes his entrepreneurial flair in bringing vital offerings in the fintech space. Robertson is a multi-award-winning wealth manager who is also a passionate contributor to the debate around the discipline. He can be found on TV or in the press discussing personal finance and investment. He also consults and regularly speaks on wealth management issues, particularly on client service, marketing, and communications.

Professional Experience


Academic History

  • Robertson is the Founder and former CEO of Investment Quorum, a multi-award-winning wealth management firm in London
  • He is a former serviceman and Past Master of the Guild of Entrepreneurs.
  • He is a Visiting Lecturer for the University of Westminster DisLAB on their MA course in digital interactive storytelling.
  • He was named in the Spear's Wealth Management Index as one of the UK's Top 10 Wealth Managers in 2011-2018 as well as their Wealth Manager of the Year In 2017.
  • He was named as Le Fonti UK wealth Management CEO of the Year In 2018 in their international business awards. awards. awards. awards. awards. awards. awards. awards. awards. awards.
  • He has appeared as a guest on Real Vision.