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SFE Young Professionals Summer Reception: Stories of Success & Setbacks
Aug
18

SFE Young Professionals Summer Reception: Stories of Success & Setbacks

Join SFE Young Professionals for an evening at the Library of Mistakes, exploring what the financial services sector can learn from the defining mistakes of the past and how those lessons continue to shape the industry today.

The event will also provide an opportunity to connect with fellow young professionals from across Scotland's financial services community, share perspectives and expand your professional network in an informal setting.

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 Building Trusted Data Foundations for AI
Aug
19

Building Trusted Data Foundations for AI

Join SFE and Agile for a focused panel discussion exploring how financial services firms can strengthen data governance, improve data quality and build trusted foundations for AI. The session will bring together industry leaders to share practical approaches to meeting regulatory expectations, supporting innovation and improving AI readiness.

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Are We There Yet? An SFE GEN conversation on gender equality
Aug
24

Are We There Yet? An SFE GEN conversation on gender equality

Marking International Women’s Day 2026, this SFE GEN event will explore four decades of progress for women in Scotland’s financial services sector and consider what more is needed to create lasting change.

Inspired by this year’s theme, Give to Gain, speakers will reflect on the impact of mentorship, advocacy, sponsorship and cultural change, while looking ahead to how individuals and organisations can help shape the next 40 years.

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 Simplify to Survive: The Challenge for Acquisition-Built Financial Services Firms
Sept
16

Simplify to Survive: The Challenge for Acquisition-Built Financial Services Firms

This invitation-only executive roundtable will bring together COOs and transformation leaders to explore how acquisition-led growth has created operational complexity across financial services.

Drawing on insights from Reinvigoration’s latest executive paper, the discussion will examine the impact of fragmented systems and processes, why transformation programmes often struggle to deliver lasting value, and how firms can simplify operations to strengthen resilience, support AI adoption and create the foundations for sustainable change.

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 New approaches to Distribution and Investor reach in UK Asset Management
Sept
17

New approaches to Distribution and Investor reach in UK Asset Management

  • Dundas House, 20 Brandon Street Edinburgh, Scotland, EH3 5PP (map)
  • Google Calendar ICS

Explore the regulatory, commercial and market developments reshaping fund sales and distribution across the UK and Europe. The session will examine how asset managers can respond to changing investor expectations, regulatory reform and international competition, with a fireside chat featuring the FCA on key developments including Consumer Composite Investments, LTAFs, Consumer Duty and financial crime.

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 The CDO Reality: Strengthening Data for AI Success and the Roadmap to Agentic AI
Sept
22

The CDO Reality: Strengthening Data for AI Success and the Roadmap to Agentic AI

IDC and Mastek invite senior data and technology leaders to an exclusive roundtable dinner exploring how financial services organisations can build AI-ready data foundations, strengthen governance and move from experimentation to measurable value. Hear expert insight from IDC’s Neil Ward-Dutton and discuss the practical transition from GenAI pilots to Agentic AI at scale.

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Edinburgh Winter Reception
Nov
25

Edinburgh Winter Reception

Join SFE members and guests at the Edinburgh Winter Reception, hosted by Baillie Gifford, for an evening of refreshments, informal networking and the opportunity to connect with colleagues from across Scotland’s financial services community.

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 Glasgow Winter Reception
Dec
3

Glasgow Winter Reception

Join SFE members and guests at the Glasgow Winter Reception, hosted at the Barclays Campus, for an evening of refreshments, informal networking and the opportunity to connect with colleagues from across Scotland’s financial services community.

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