INDUSTRY-LEADING WEALTH MANAGEMENT & WEALTH TECH EVENTS TO INSPIRE

We are proud to innovate and host our own unique talks and events for our customers and wider network.

PAST EVENT

AN AUDIENCE WITH LORD SEBASTIAN COE

“Focus on delivery to build a legacy.”

Lord Sebastian Coe

Lord Sebastian Coe gave our attendees lessons about collaboration and balancing short-term wins with lasting purpose.

It was an evening of knowledge-sharing and networking with this visionary leader.

As Chairman of the London 2012 Olympics, Lord Coe aligned multiple stakeholders with diverse perspectives through his unwavering vision, showing the world what we can achieve when we work together towards a common goal.

EVENT DETAILS

DATE:

THURSDAY 25TH APRIL 2024

LOCATION:

EIGHT CLUB (MOORGATE)

“I really enjoyed listening to Lord Coe talk about the London Olympics; his insights were truly fascinating. It was a very well organised event full of great people and I am definitely looking forward to the next one.”

Matthew Gillingham Deutsche Bank

AWARDS & ACHIEVEMENTS

Legendary Olympian and former member of Parliament, Lord Sebastian Coe, has achieved significant success in all areas of his career. Some of his most notable accomplishments include:

David Pirrie creates CGiX

● David Pirrie creates CGiX

Stockbroker Software Ltd (SSL) is founded

● Stockbroker Software Ltd (SSL) is founded

SSL renamed to Financial Software Ltd (FSL)

● SSL renamed to Financial Software Ltd (FSL)

The Finance Act Introduces major reform to CGT

● The Finance Act Introduces major reform to CGT

CGIX technical platforms migrated to Microsoft Visual Basic and SQL Server

● CGIX technical platforms migrated to Microsoft Visual Basic and SQL Server

CGIX What-If module developed

● CGIX What-If module developed

FSL awarded ‘Investors In People’

● FSL awarded ‘Investors In People’

CGIX moved from on-premises servers to our first data centre

● CGIX moved from on-premises servers to our first data centre

FSL signs its first SaaS client

● FSL signs its first SaaS client

● FSL and Seven Investment Management (7IM) co-create IMIX
  (a front to middle office web based Investment Management platform)

FSL signs its first Bureau Client

● FSL signs its first Bureau Client

● Investment Software Ltd (ISL) Incorporated to oversee IMIX