![Andrew Shepherd](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Andrew Shepherd
Director/Board Member at
Brooks Macdonald Financial Consulting Ltd.
Profile
Andrew William Shepherd currently works at Brooks Macdonald Financial Consulting Ltd., as Director from 2016, Brooks Macdonald Retirement Services (International) Ltd., as Director, Levitas Investment Management Services Ltd., as Director, and Cornelian Asset Managers Group Ltd., as Director.
Mr. Shepherd also formerly worked at Brooks Macdonald Asset Management Ltd., as Group Deputy Chief Executive Officer & MD from 2015 to 2019, Brooks Macdonald Asset Management (International) Ltd., as Chief Executive Officer from 2019 to 2021, Brooks MacDonald Group Plc, as Group Chief Executive Officer in 2024, Brooks Macdonald Funds Ltd., as Chief Executive Officer from 2021 to 2024, and Shepherd Associates Financial Management Ltd., as Investment Director.
Andrew Shepherd active positions
| Companies | Position | Start |
|---|---|---|
Brooks Macdonald Financial Consulting Ltd.
 Brooks Macdonald Financial Consulting Ltd. Investment ManagersFinance Provides investment management services | Director/Board Member | 12/08/2016 |
Brooks Macdonald Retirement Services (International) Ltd. | Director/Board Member | - |
Levitas Investment Management Services Ltd.
 Levitas Investment Management Services Ltd. Investment ManagersFinance Provides investment management services | Director/Board Member | - |
Cornelian Asset Managers Group Ltd.
 Cornelian Asset Managers Group Ltd. Investment ManagersFinance Provides asset management services | Director/Board Member | - |
Former positions of Andrew Shepherd
| Companies | Position | End |
|---|---|---|
| BROOKS MACDONALD GROUP PLC | Chief Executive Officer | 30/09/2024 |
Brooks Macdonald Funds Ltd.
 Brooks Macdonald Funds Ltd. Investment ManagersFinance Brooks Macdonald creates a personalized strategy that brings together different investments aligned to their clients’ attitude to risk. The firm aims to design a plan which evolves with clients over time which can weather changing market conditions in the short-term, aiming to provide growth in the long-term. | Chief Executive Officer | 01/09/2024 |
Brooks Macdonald Asset Management Ltd.
 Brooks Macdonald Asset Management Ltd. Investment ManagersFinance BMAM is an active, medium- to long-term manager which aims to provide strong and consistent risk-adjusted returns by constructing balanced, individual portfolios composed of the best investments across asset classes. The firm aims to combine selected external managers with a carefully selected mix of direct, passive and alternative assets across a managed selection of the most relevant asset classes. Investment managers combine their understanding of client requirements with asset allocation guidance from the investment committee and investment selections from their research teams. BMAM’s in-house research teams and experienced investment managers form the backbone of the firm’s centralized investment process which aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. | Chief Executive Officer | 01/04/2019 |
Brooks Macdonald Asset Management (International) Ltd.
 Brooks Macdonald Asset Management (International) Ltd. Investment ManagersFinance Canaccord AM aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. They manage active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives. Their in-house research teams and experienced investment managers form the backbone of their centralized investment process. | Chief Executive Officer | 01/05/2021 |
Shepherd Associates Financial Management Ltd. | Chief Investment Officer | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
51
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Brooks MacDonald Group Plc
 Brooks MacDonald Group Plc Investment ManagersFinance Provides investment management and financial services | Finance |
Brooks Macdonald Financial Consulting Ltd.
Brooks Macdonald Financial Consulting Ltd. Investment ManagersFinance Provides investment management services | Finance |
Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance BMAM is an active, medium- to long-term manager which aims to provide strong and consistent risk-adjusted returns by constructing balanced, individual portfolios composed of the best investments across asset classes. The firm aims to combine selected external managers with a carefully selected mix of direct, passive and alternative assets across a managed selection of the most relevant asset classes. Investment managers combine their understanding of client requirements with asset allocation guidance from the investment committee and investment selections from their research teams. BMAM’s in-house research teams and experienced investment managers form the backbone of the firm’s centralized investment process which aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. | Finance |
Brooks Macdonald Retirement Services (International) Ltd. | |
Brooks Macdonald Funds Ltd.
Brooks Macdonald Funds Ltd. Investment ManagersFinance Brooks Macdonald creates a personalized strategy that brings together different investments aligned to their clients’ attitude to risk. The firm aims to design a plan which evolves with clients over time which can weather changing market conditions in the short-term, aiming to provide growth in the long-term. | Finance |
Brooks Macdonald Asset Management (International) Ltd.
Brooks Macdonald Asset Management (International) Ltd. Investment ManagersFinance Canaccord AM aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. They manage active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives. Their in-house research teams and experienced investment managers form the backbone of their centralized investment process. | Finance |
Levitas Investment Management Services Ltd.
Levitas Investment Management Services Ltd. Investment ManagersFinance Provides investment management services | Finance |
Shepherd Associates Financial Management Ltd. | |
Cornelian Asset Managers Group Ltd.
Cornelian Asset Managers Group Ltd. Investment ManagersFinance Provides asset management services | Finance |
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