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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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.

2012
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Sheppard attains over TT$1 billion in assets under management.

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Usain Bolt sets an Olympic record for 100m dash.

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

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

2011
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The Government of Trinidad and Tobago issues twenty zero coupon bonds to all CLICO policy holders.

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

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

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

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

2010
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The Sheppard Down the Islands tradition is started.

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The Sheppard Down the Islands tradition is started.

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

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