Our Story
Sheppard was established to fill a growing need in the country for a full service, high quality wealth management firm. We have committed to upholding our core values of integrity, trust, and skill and have never been afraid to set our company apart. We thrived quickly, and the rest, as they say, is history.
Hurricanes Irma and Maria devastate the Caribbean, causing the loss of hundreds of lives and billions of dollars in damage.
Local financial institutions begin reporting to the BIR as a requirement under the agreement with the US Government due to FATCA.
The International Development Bank announces that there is a forex shortage in Trinidad and Tobago.
The Corporate Social Responsibility (CSR) committee is founded to ensure that Sheppard is able to help contribute to the growth of society.
The Pelagic Series strategies are created and launched with a more diversified look at the market.
Sheppard introduces a unique account format to accommodate clients with their estate and succession planning needs.
The UK population votes for Britain to leave the European Union, otherwise known as ‘Brexit’.
The Government of Trinidad and Tobago successfully launches a US$1 billion bond in the United States.
The Sagicor Financial Corporation issues a US$ bond. This is one of Sheppard’s single largest traded transactions to date.
Trinidad and Tobago NGL Limited issues shares to the public and the company begins trading on the local exchange.
Sheppard partners with an online social media and marketing platform to increase their reach to clients.
Sheppard’s online account portal is expanded to include performance data and enhanced functionality.
China becomes the world’s largest economy by purchasing power, followed by the European Union and, thirdly, the US.
First Citizens Bank Limited offers shares to the public in an IPO. The offer is heavily oversubscribed.