Wealth Management Firm

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.

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2022
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Trinidad and Tobago’s schools re-open after 2 years

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Russia invades Ukraine

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Sheppard crosses $TT6 billion in assets

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Tokyo Olympics

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Trinidad and Tobago Government reopens borders

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Trinidad and Tobago go into 2nd COVID-19 lockdown

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U.S. Capitol Riots

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Sheppard crosses TT$5 billion in assets

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Beirut Port Explosion Port Explosion

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  • Sheppard begins work from home
  •  Trinidad and Tobago go into 1st COVID lockdown
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UK withdraws from the European Union

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WHO announces COVID Outbreak in China

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First all-woman spacewalk

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Brazil Amazon rainforest fires

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The U.K. prime minister resigned over Brexit

2019
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Brexit is delayed.

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Sheppard celebrates 10 years of operation.

2018
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U.S. and China halt new trade tariffs for 90 days.

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100 strong #TeamSophie participates in Scotiabank 5K Breast cancer walk.

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US equity markets hit all-time high.

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Trinidad and Tobago Government issues successful NIF Bond IPO.

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Barbados Government goes to IMF.

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Sheppard launches the first full marketing campaign since inception.

2017
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Sheppard releases a deferred tax annuity plan to help clients prepare for retirement.

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Hurricanes Irma and Maria devastate the Caribbean, causing the loss of hundreds of lives and billions of dollars in damage.

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Local financial institutions begin reporting to the BIR as a requirement under the agreement with the US Government due to FATCA.

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The International Development Bank announces that there is a forex shortage in Trinidad and Tobago.

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The Corporate Social Responsibility (CSR) committee is founded to ensure that Sheppard is able to help contribute to the growth of society.

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Trinidad and Tobago NGL Limited commences the sale of additional shares to the public.

2016
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The Pelagic Series strategies are created and launched with a more diversified look at the market.

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Donald Trump is elected as President of the United States of America.

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Sheppard introduces a unique account format to accommodate clients with their estate and succession planning needs.

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The UK population votes for Britain to leave the European Union, otherwise known as ‘Brexit’.

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The Government of Trinidad and Tobago successfully launches a US$1 billion bond in the United States.

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Sheppard begins offering all insurance services.

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Sheppard relocates their office to Sweet Briar Road in St. Clair.

2015
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The Sagicor Financial Corporation issues a US$ bond. This is one of Sheppard’s single largest traded transactions to date.

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Oil prices experience a steep drop as global supply exceeds demand.

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Trinidad and Tobago NGL Limited issues shares to the public and the company begins trading on the local exchange.

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Sheppard partners with an online social media and marketing platform to increase their reach to clients.

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The first independent director is added to the Board of Directors.

2014
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Sheppard reveals a new rebranded look.

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Sheppard officially launches risk-managed strategies and discretionary accounts.

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The world population growth slows and maternal deaths cut in half.

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Sheppard’s online account portal is expanded to include performance data and enhanced functionality.

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China becomes the world’s largest economy by purchasing power, followed by the European Union and, thirdly, the US.

2013
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Sheppard partners with Advent Solutions to help manage the trade cycle.

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Sheppard opens nominal accounts to increase trade activity.

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First Citizens Bank Limited offers shares to the public in an IPO. The offer is heavily oversubscribed.

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The Sheppard team spends 15 hours participating in the local Fusion adventure race.