Our Story

Sheppard was established to fill a growing need in the country for a full service, high quality wealth management firm. We thrived quickly, and the rest, as they say, is history.

2018

  • MAR

    2018

    Sheppard launches the first full marketing campaign since inception.

  • 2017

  • SEP

    2017

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

  • SEP

    2017

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

  • SEP

    2017

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

  • JUL

    2017

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

  • JUN

    2017

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

  • JAN

    2017

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

  • 2016

  • DEC

    2016

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

  • NOV

    2016

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

  • NOV

    2016

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

  • OCT

    2016

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

  • SEP

    2016

    Sheppard begins offering all insurance services.

  • JUL

    2016

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

  • JUN

    2016

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

  • 2015

  • NOV

    2015

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

  • OCT

    2015

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

  • SEP

    2015

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

  • SEP

    2015

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

  • AUG

    2015

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

  • 2014

  • OCT

    2014

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

  • AUG

    2014

    Sheppard officially launches risk-managed strategies and discretionary accounts.

  • AUG

    2014

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

  • MAY

    2014

    Sheppard reveals a new rebranded look.

  • APR

    2014

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

  • 2013

  • OCT

    2013

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

  • JUL

    2013

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

  • MAY

    2013

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

  • JAN

    2013

    Sheppard opens nominal accounts to increase trade activity.

  • JAN

    2013

    The Government-sponsored CLICO Investment Fund (CIF) begins trading on the local exchange.

  • 2012

  • DEC

    2012

    Sheppard attains over TT$1 billion in assets under management.

  • AUG

    2012

    Usain Bolt sets an Olympic record for 100m dash.

  • JUN

    2012

    Sheppard becomes very active in over the counter (OTC) trading of GORTT Zero Coupon Bonds, helping clients recover losses from the collapse of CLICO.

  • MAY

    2012

    The Trump Ocean Club defaults on US$220 million in bond payments due to bondholders.

  • APR

    2012

    Sheppard begins clearing through Pershing LLC, a wholly owned subsidiary of BNY Mellon.

  • 2011

  • NOV

    2011

    The Government of Trinidad and Tobago issues twenty zero coupon bonds to all CLICO policy holders.

  • OCT

    2011

    The ladies of Sheppard participate in a Breast Cancer Walk for Awareness.

  • AUG

    2011

    A state of emergency is imposed in Trinidad, with an overnight curfew in six crime hotspots, following a spike in violent crime.

  • JUN

    2011

    Sheppard acquires a Bloomberg terminal for faster analysis of industry data and real time market info.

  • APR

    2011

    Sheppard becomes the only broker-dealer in the Caribbean to provide clients with consolidated online access.

  • MAR

    2011

    A 9.0 magnitude earthquake and 100-foot tsunami hits Japan’s north-east shoreline.

  • 2010

  • DEC

    2010

    The Sheppard Down the Islands tradition is started.

  • DEC

    2010

    Sheppard purchases toys for kids in a Diego Martin neighborhood for a local Christmas drive.

  • MAY

    2010

    Kamla Persad-Bissessar becomes the country's first female prime minister.

  • MAY

    2010

    Sheppard crosses 100 clients and the staff doubles in size.

  • MAY

    2010

    The US stock markets lose trillions of dollars as the market plunges for 36 minutes, known as the ‘Flash Crash’.

  • APR

    2010

    The Deepwater Horizon oil rig in the Gulf of Mexico explodes, flooding the sea with millions of barrels of oil.

  • JAN

    2010

    Sheppard moves offices to Rosalino Street, Woodbrook, to accommodate growth in staff.

  • 2009

  • NOV

    2009

    Greece faces a sovereign debt crisis after the financial catastrophe in 2008.

  • JAN

    2009

    CL Financial and the Government of Trinidad and Tobago sign a Memorandum of Understanding to correct the financial condition of CIB, CLICO, and BA.

  • JAN

    2009

    Sheppard is started as a small family-owned wealth management firm.

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