| Year | Milestone |
| 2013 | - Headquarter was relocated to @CONVOY in North Point
- Consultancy force expanded to 1,700 consultants
|
| 2012 | - Granted "Caring Company" Logo for 10 years in a row
- Granted "Award for Most Popular Financial Education Program" and "Award for Best Financial Education Program - Gold" by IFPHK
- Presented with a mark of "IFPHK's Accredited Professional Financial Planning – Independent Financial Advisory" and "Award for Top Employer in Financial Planning – Independent Financial Advisory (Gold)"
- "Hong Kong's Best Company for Financial Planning Excellence (IFA)" for 6 consecutive years
|
| 2011 | - Set up office at Cityplaza 3 in Taikoo Shing
- Consultancy force increased to more than 1,500
- "Your Choice@Focus Hong Kong White Collars' Most Favourite Securities Services Brand Award"
- "Family Friendly Employer Award Scheme – Family Friendly Employer 2011"
- "Best Training and Development" award at Benchmark Wealth Management Award 2011」
- 12 consultants were awarded the "Certificate of Merit" at the HKIB Outstanding Financial Management Planner Award 2011
|
| 2010 | - Convoy Financial Services Holdings Limited was listed on the Main Board of the Stock Exchange of Hong Kong. (Stock code : 1019)
- Manpower Developer 1st of The ERB Manpower Developer Award Scheme
- "Hong Kong's Best Company for Financial Planning Excellence (IFA)" for four consecutive years
- "Best in Class-Wealth Advisory of the Year Award" from Benchmark Wealth Management Award
|
| 2009 | - Consultancy force increased to more than 1,200
- "Best Employers in Hong Kong" and "Best Employers in Asia
|
| 2008 | - Title sponsored a hiking team and was renamed as Convoy Cosmoboys
- Consultancy force skyrocketed to more than 1,000.
- Headquarter was relocated to One Island East in Quarry Bay
- Hong Kong's Most Valuable Company by Mediazone
|
| 2007 | - The Management repurchased all the Lippo Group's interests in shares to tally with the development of corporate business.
- Convoy Investment Services Limited was established
- Convoy Wealth Centre was opened in November
- Title sponsored the local First Division Football Team and was renamed as Convoy Sun Hei
- "Caring Company" logo for five consecutive years
- "Best Employers in Hong Kong 2007"
- "Hong Kong's Best Company for Financial Planning Excellence (IFA)
|
| 2006 | - Set up office at Lee Gardens in Causeway Bay
- Consultancy force increased to over 1000 consultants
- Business volume increased to over HKD 10 billion
|
| 2005 | - Became Corporate Member of the Institute of Financial Planner of Hong Kong
- Headquarter was relocated to One Pacific Place in Admiralty
- Achieve the "Hong Kong's Best Company for Financial Planning Excellence (IFA)"
|
| 2004 | - Received the "Caring Company Logo 2003/04" by Hong Kong Council of Social Service
- Consultancy force increased to over 300 consultants
|
| 2003 | - Convoy was granted ISO9001:2000
- Strategic alliance with the Lippo Group
|
| 2002 | - Received the "Caring Company Logo 2002/03" by Hong Kong Council of Social Service
|
| 2001 | - Consultancy force expanded to more than 100
|
| 2000 | - Convoy was granted ISO9001:1994 accreditation to recognize its achievement in quality assurance
- Granted ISO9001 in reorganization of its quality assurance
- Consultancy force expanded to more than 100 consultants
|
| 1999 | - Convoy Asset Management Limited was established
- Registered as a Mandatory Provident Fund corporate intermediary
- Headquarter was relocated to Lippo Centre in Admiralty
|
| 1998 | - Launched financial planning business
|
| 1995 | - Commenced business as a general insurance broker in Hong Kong
- Became a member of Professional Insurance Brokers Association
|
| 1993 | - Convoy Financial Services Limited was set up
|
