Introducing F21TM, our forum for financial services businesses, their directors and professional advisers.

9th June 2021

F21 is our forum for financial services businesses, their directors and professional advisers. Established in 2018 by Rosalyn Breedy, our Head of Funds and Private Wealth, F21 aims to help forward-thinking businesses to take a proactive approach to embracing regulatory, economic and technological change.

The forum is a joint venture between SMB, outsourced technology support provider Lanware, and Investment & Wealth Management Consultants.

“The aim of this forum is to provide a safe space and an opportunity for the financial services sector to hear about developments and discuss challenges facing the sector, particularly in regard to regulation and governance, post Brexit developments, ESG, diversity and inclusion,” explains Rosalyn Breedy.

“Taking a holistic and multi-disciplinary approach, together we can identify ways to thrive in the 21st Century.  F21 provides an opportunity to hear from a wide range of experts, discuss best practice and share experiences.”

Previous F21 topics include:

  • Outsourcing: Impact on Wealth Managers
  • Brexit: Challenges and Choice for UK Wealth
  • Cyber security: Managing risk in a Financial Services Business
  • Wealth Management: Diversity and Differentiation
  • View from leading “Brexperts”: Moving Financial Services into the 21st Century successfully
  • Creating the Modern Workplace for Financial Services

The topic for the next event will be “Is ESG just a Sales Game? Achieving adequate ESG disclosure and compliance” which will be held on 9th September.  To be added to our mailing list, please email marketing@smab.co.uk