John Shepherd, CFA

Director, Investment Advisor at Plurimi
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK
Skills

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Credentials

  • CFA
    CFA Institute
    Sep, 2004
    - Nov, 2024

Experience

  • Plurimi
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Director, Investment Advisor
      • Sep 2022 - Present

      Plurimi is an FCA-regulated independent asset manager established in 2007, that offers a broad range of wealth and investment management services to private clients. Plurimi offers a whole of market access, which means we can source the best products, services and research for clients. As a boutique investment firm with assets of $6bn under management, our clients enjoy all the benefits of a ‘family office’ structure. They receive access to tailored investment solutions in addition to other bespoke services, such as consolidated portfolio reporting and access to other top investment funds. Show less

  • Coutts
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Investment Director- UHNW Advisor
      • Sep 2019 - Sep 2022

      Managed UHNW Advisory clients with UK & Global mandates worth $500m across 80 international clients. Advised clients on stock selection, asset allocation, portfolio structure and a selection of investment products to match their account profile, including risk/return considerations and constraints. Managed UHNW Advisory clients with UK & Global mandates worth $500m across 80 international clients. Advised clients on stock selection, asset allocation, portfolio structure and a selection of investment products to match their account profile, including risk/return considerations and constraints.

  • Coutts
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Investment Director
      • Jan 2011 - May 2018

      Managed Discretionary & Advisory Private-Client, Trust and Pension mandates for UK and Offshore based clientsResponsible for many of the bank’s largest most important clients and institutions. Supported Bankers on client presentations and provided efficient and timely responses to requests for proposals and pitches.Skilled in winning and developing new business with AUM growth of £350m+. Built portfolios with a bias towards GARP based investment methodology in tandem with Bank’s top-down outlook and geographical asset allocation preference. Generated strong portfolio performance in relation to client mandate and objectives – keenly aware of each client’s individual position, portfolio risk tolerance (VOL & TE) and overall asset allocation. Champion of Coutts' investment process from approved ‘Buy List’ that utilises Global Stocks, Sovereign & Investment Grade Bonds, Equity & Fixed Income based ETF’s, 3rd Party Equity & Bond funds, Alternative investments, Private Equity and Hedge Funds.Coached and mentored team of 4 investment professionals with assets of £850m (to 2015). Supervised staff on trade suitability, portfolio construction, client retention and marketing. Detailed knowledge of all relevant UK FSA regulatory policies & procedures, and conscious of the underlying financial and reputation risk to organisation. Level 6 qualified for RDR/ CF30 registered Show less

    • Senior Portfolio Manager
      • Jan 2007 - Dec 2010

      Managed Discretionary & Advisory mandates for UK based clients with £225m assets across 70 accounts.Partnered with Bankers to pitch for business that resulted in £150m of new AUM’s in 3 yrs. Assisted with the roll-out and marketing of the Tailored Portfolio Management Service proposition across the 21 offices within the UK Private Bank and advisor network.

  • RBC Wealth Management
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Portfolio Manager
      • Jan 1999 - Dec 2006

      Managed HNW Discretionary & Advisory clients with UK & Global mandates worth $200m across 125 clients. Worked with Bankers to promote RBC investment programs to gain client’s wallet share of their offshore and onshore assets. Managed HNW Discretionary & Advisory clients with UK & Global mandates worth $200m across 125 clients. Worked with Bankers to promote RBC investment programs to gain client’s wallet share of their offshore and onshore assets.

Education

  • University of Toronto - Rotman School of Management
    MBA, Finance

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