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Spend Approval List

Approval Code
Title
Date of Event
Type of Event
Office
Service
Sector
Lead
Lion Finance Group Investor Day
26/06/2026
Investor Day
London
Research
Financial Services
David Lewis
NED UK Retail Focused Campaigns (Investment Trusts)
02/06/2026
Event - External
London
Oscar Valeur-Adu
2026.001
PDAC 2026 Convention
01/03/2026
Event - External
Edinburgh
null
Energy, Power
Neil McDonald
2026.002
Consumer CFO Breakfast with Marks Sattin
25/03/2026
Event - External
London
Private M&A
Consumer
Steve (Stephen) Nemeth
2026.003
Consumer CFO Breakfast with Marks Sattin
07/10/2026
Event - External
London
Private M&A
Consumer
Steve (Stephen) Nemeth
2026.004
Women of Influence Consumer Breakfast
29/04/2026
Event - External
London
Private M&A
Consumer
Becky (Rebecca) McCredie
2026.005
Client Fishing Event
17/06/2026
Event - External
London
Sales
null
Nigel Birks
2026.006
Stock Exchange Sailing Association Annual Regatta
10/07/2026
Event - Attending
Group
null
null
Robert Peel
2026.007
Bessemer Dinner
04/02/2026
Event - Attending
London
Research
null
Andy (Andrew) Renton
2026.008
Indaba - African Mining Conference
09/02/2026
Event - Attending
Group
Corporate Finance
Energy, Power & Resources
Neil McDonald
2026.009
Ascot Box
null
Entertaining
London
null
null
Howard Leigh
2026.010
Multi-Manager Seminar - Edinburgh
28/04/2026
Event - External
Edinburgh
Corporate Finance
null
Andrew Worne
2026.011
RBC Wealth Management - Team on Team Event (Shooting Day)
26/03/2026
Event - External
London
Private M&A
Tech
Soben Thambidurai
2026.012
BGF / Cavendish - Celebratory Dinner
19/02/2026
Entertaining
London
Private M&A
Tech
Anthony Platt
2026.013
Project Catena - Completion Dinner (Workbooks transaction)
25/02/2026
Entertaining
London
Private M&A
Tech
Anthony Platt
2026.014
Mike D promotion dinner
26/02/2026
Staff Event
London
Private M&A
Business Services
Becky (Rebecca) McCredie
2026.015
Cavendish Ski Trip
01/03/2026
Event - External
Group
Private M&A
null
John Farrugia
2026.016
AIM and Growth Company IPO Forum
18/06/2026
Event - External
London
Corporate Finance
null
Emily Watts
2026.017
Health Investor Awards Dinner
09/06/2026
Event - Attending
London
Private M&A
Healthcare / Life Sciences
Michael Jewell
2026.018
The Cavendish Conference
07/10/2026
Event - External
London
Corporate Finance
null
Charlotte Knight
2026.019
Polo in the Park 2026
05/06/2026
Entertaining
London
null
null
Kimberley Carstens
2026.020
Cavendish 'Spring' Drinks
30/04/2026
Staff Event
Group
null
null
Charlotte Knight
2026.021
Entrepreneurs Dinner with RBC Private Wealth
29/04/2026
Event - External
London
Private M&A
null
Peter Gray
2026.022
Alma / Cavendish Drinks
15/04/2026
Entertaining
London
Research
Kimberley Carstens
2026.023
Archerfield Golf Club Membership Renewal
01/04/2026
Membership
Edinburgh
null
null
Neil McDonald
2026.024
Project Soul - Completion dinner
29/04/2026
Entertaining
London
Private M&A
Business Services
Andrew Jeffs
2026.025
Edinburgh Office - Terrace Drinks
28/05/2026
Entertaining
Edinburgh
null
null
null
2026.026
Cavendish Weekender - Edinburgh 2027
null
Event - Attending
Edinburgh
null
Energy, Power & Resources
Neil McDonald
2026.027
PDAC 2027
07/03/2027
null
Edinburgh
null
null
Neil McDonald
2026.028
Africa Energy Week
12/10/2026
Event - Attending
Group
null
Energy, Power & Resources
Neil McDonald
2026.029
Small Cap Awards
11/06/2026
Event - Attending
null
null
null
null
2026.030
Mining Indaba 2027
08/02/2027
Event - Attending
Group
null
Energy, Power & Resources
Neil McDonald
2026.031
Private M&A Summer Social
09/07/2026
Event - Internal
London
Private M&A
null
Chloe Wilson
2026.032
Tech Demo Day
12/05/2026
Investor Day
London
null
Tech
Andrew Darley
2026.033
Corporate Finance / Corporate Broking / Corporate Sales Christmas Party 2026
15/12/2026
Staff Event
London
Corporate Finance
Lorna Knight
2026.034
Lords 100 event
06/08/2026
Entertaining
London
Sales
null
Jasper Berry
2026.035
Lion Finance Conference Georgia
25/06/2026
Event - Attending
London
Research
Financial Services
Rahim Karim
2026.036
Tech team day
05/06/2026
Event - Internal
London
Private M&A
Tech
Anthony Platt
2026.037
Private M&A Summer Social
09/07/2026
Event - Internal
London
Private M&A
null
John Farrugia
2026.038
Private M&A Christmas Party
03/12/2026
Staff
London
Private M&A
null
Chloe Wilson
2026.039
Augmentum Closing Dinner
02/09/2026
Entertaining
London
Investment Companies
Financial Services
Daniel Balabanoff
2026.040
AIM Awards
15/10/2026
Event - Attending
London
Julian Morse
2026.041
Cavendish Oil & Gas Conference
18/11/2026
Event - Internal
London
null
null
Hannah Smith
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