| Year | Milestone |
| 2011 | - Set up office at Cityplaza 3 in Taikoo Shing
|
| 2010 | - Convoy Financial Services Holdings Limited was listed on the Main Board of the Stock Exchange of Hong Kong. (Stock code : 1019)
|
| 2009 | - Consultancy force increased to more than 1,200
- Headquarter was relocated to One Island East in Quarry Bay
|
| 2008 | - Title sponsored a hiking team and was renamed as Convoy Cosmoboys
- Consultancy force skyrocketed to more than 1,000.
|
| 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
|
| 2006 | - Set up office at Lee Gardens in Causeway Bay
- Consultancy force surged to exceed 500
|
| 2005 | - Became Corporate Member of the Institute of Financial Planner of Hong Kong
- Headquarter was relocated to One Pacific Place in Admiralty
- Convoy's headquarter was relocated to One Pacific Place in Admiralty
|
| 2004 | - Received the "Caring Company Logo 2003/04" by Hong Kong Council of Social Service
- Consultancy force grew to more than 200
|
| 2003 | - Convoy was granted ISO9001:2000
|
| 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
|
| 1999 | - Convoy Asset Management Limited was established
- Registered as a Mandatory Provident Fund corporate intermediary
- Headquarter was relocated to Lippo Centre in Admira
|
| 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 established
|
