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.
2018
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MAR
2018
Sheppard launches the first full marketing campaign since inception.
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2017
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SEP
2017
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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SEP
2017
Hurricanes Irma and Maria devastate the Caribbean, causing the loss of hundreds of lives and billions of dollars in damage.
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SEP
2017
Sheppard releases a deferred tax annuity plan to help clients prepare for retirement.
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JUL
2017
The International Development Bank announces that there is a forex shortage in Trinidad and Tobago.
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JUN
2017
Trinidad and Tobago NGL Limited commences the sale of additional shares to the public.
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JAN
2017
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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2016
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DEC
2016
The Pelagic Series strategies are created and launched with a more diversified look at the market.
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NOV
2016
Sheppard introduces a unique account format to accommodate clients with their estate and succession planning needs.
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NOV
2016
Donald Trump is elected as President of the United States of America.
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OCT
2016
Sheppard relocates their office to Sweet Briar Road in St. Clair.
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SEP
2016
Sheppard begins offering all insurance services.
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JUL
2016
The Government of Trinidad and Tobago successfully launches a US$1 billion bond in the United States.
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JUN
2016
The UK population votes for Britain to leave the European Union, otherwise known as ‘Brexit’.
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2015
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NOV
2015
Sheppard partners with an online social media and marketing platform to increase their reach to clients.
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OCT
2015
The first independent director is added to the Board of Directors.
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SEP
2015
Oil prices experience a steep drop as global supply exceeds demand.
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SEP
2015
Trinidad and Tobago NGL Limited issues shares to the public and the company begins trading on the local exchange.
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AUG
2015
The Sagicor Financial Corporation issues a US$ bond. This is one of Sheppard’s single largest traded transactions to date.
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2014
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OCT
2014
China becomes the world’s largest economy by purchasing power, followed by the European Union and, thirdly, the US.
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AUG
2014
Sheppard officially launches risk-managed strategies and discretionary accounts.
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AUG
2014
Sheppard’s online account portal is expanded to include performance data and enhanced functionality.
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MAY
2014
Sheppard reveals a new rebranded look.
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APR
2014
The world population growth slows and maternal deaths cut in half.
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2013
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OCT
2013
Sheppard partners with Advent Solutions to help manage the trade cycle.
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JUL
2013
First Citizens Bank Limited offers shares to the public in an IPO. The offer is heavily oversubscribed.
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MAY
2013
The Sheppard team spends 15 hours participating in the local Fusion adventure race.
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JAN
2013
Sheppard opens nominal accounts to increase trade activity.
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JAN
2013
The Government-sponsored CLICO Investment Fund (CIF) begins trading on the local exchange.
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2012
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DEC
2012
Sheppard attains over TT$1 billion in assets under management.
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AUG
2012
Usain Bolt sets an Olympic record for 100m dash.
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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.
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MAY
2012
The Trump Ocean Club defaults on US$220 million in bond payments due to bondholders.
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APR
2012
Sheppard begins clearing through Pershing LLC, a wholly owned subsidiary of BNY Mellon.
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2011
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NOV
2011
The Government of Trinidad and Tobago issues twenty zero coupon bonds to all CLICO policy holders.
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OCT
2011
The ladies of Sheppard participate in a Breast Cancer Walk for Awareness.
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AUG
2011
A state of emergency is imposed in Trinidad, with an overnight curfew in six crime hotspots, following a spike in violent crime.
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JUN
2011
Sheppard acquires a Bloomberg terminal for faster analysis of industry data and real time market info.
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APR
2011
Sheppard becomes the only broker-dealer in the Caribbean to provide clients with consolidated online access.
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MAR
2011
A 9.0 magnitude earthquake and 100-foot tsunami hits Japan’s north-east shoreline.
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2010
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DEC
2010
The Sheppard Down the Islands tradition is started.
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DEC
2010
Sheppard purchases toys for kids in a Diego Martin neighborhood for a local Christmas drive.
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MAY
2010
Kamla Persad-Bissessar becomes the country's first female prime minister.
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MAY
2010
Sheppard crosses 100 clients and the staff doubles in size.
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MAY
2010
The US stock markets lose trillions of dollars as the market plunges for 36 minutes, known as the ‘Flash Crash’.
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APR
2010
The Deepwater Horizon oil rig in the Gulf of Mexico explodes, flooding the sea with millions of barrels of oil.
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JAN
2010
Sheppard moves offices to Rosalino Street, Woodbrook, to accommodate growth in staff.
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2009
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NOV
2009
Greece faces a sovereign debt crisis after the financial catastrophe in 2008.
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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.
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JAN
2009
Sheppard is started as a small family-owned wealth management firm.