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John Shepherd, Cfa is listed as Director, Investment Advisor @ Plurimi | Investment Management | CFA Charterholder at Plurimi, a company with 35 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at coutts.com and a matched LinkedIn profile for John Shepherd, Cfa.
John Shepherd, Cfa previously worked as Director, Investment Advisor at Plurimi and Investment Director- UHNW Advisor at Coutts. John Shepherd, Cfa holds Mba, Finance from University Of Toronto - Rotman School Of Management.
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With an unwavering dedication to excellence in investment management and client service, my tenure at Plurimi Wealth has been marked by crafting bespoke wealth solutions for high-net-worth individuals. Plurimi Wealth have been using its proprietary AI and Machine Learning investment methodology for almost 6yrs to drive outperformance in client portfolios by buying direct holdings (stocks and bonds) without taking more risk. Myself and my team guide clients through the intricate global investment landscapes and ensuring their wealth not only endures but thrives.As a CFA Charterholder, my approach integrates rigorous analysis with a comprehensive understanding of market dynamics to serve clients' unique financial aspirations. The focus remains on delivering tailored investment experiences, reinforced by robust portfolio performance and a commitment to maintaining enduring client partnerships.
Listed skills include Wealth Management, Portfolio Management, Asset Management, Equities, and 11 others.
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London, England, United Kingdom
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.
London, United Kingdom
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.
London, United Kingdom
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.
London, United Kingdom
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.
London, United Kingdom
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.
Other employees you can reach at plurimi.com. View company contacts for 35 employees →
Heba Mongi
Colleague at Plurimi
London, England, United Kingdom, United Kingdom
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RR
Ramzy Rasamny
Colleague at Plurimi
London, England, United Kingdom, United Kingdom
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NA
Natasha Allhusen
Colleague at Plurimi
London, England, United Kingdom, United Kingdom
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NA
Nigina Abdushukurova
Colleague at Plurimi
London, England, United Kingdom, United Kingdom
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RR
Ramzy Rasamny
Colleague at Plurimi
London, England, United Kingdom, United Kingdom
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ML
Martina L.
Colleague at Plurimi
United Kingdom, United Kingdom
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AA
Atul Ahuja
Colleague at Plurimi
Greater London, England, United Kingdom, United Kingdom
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EG
Eva Gasytė
Colleague at Plurimi
Monaco, Monaco, Monaco
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HJ
Hiran Javeri
Colleague at Plurimi
Dubai, United Arab Emirates, United Arab Emirates
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GS
Gulin Sevinc
Colleague at Plurimi
London, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
John Shepherd, Cfa works for Plurimi.
John Shepherd, Cfa is listed as Director, Investment Advisor @ Plurimi | Investment Management | CFA Charterholder at Plurimi.
AeroLeads has found 1 work email signal at @coutts.com for John Shepherd, Cfa at Plurimi.
John Shepherd, Cfa is based in London, England, United Kingdom while working with Plurimi.
John Shepherd, Cfa has worked for Plurimi, Coutts, Coutts & Co., and Rbc Wealth Management.
John Shepherd, Cfa's colleagues at Plurimi include Heba Mongi, Ramzy Rasamny, Natasha Allhusen, Nigina Abdushukurova, and Ramzy Rasamny.
You can use AeroLeads to view verified contact signals for John Shepherd, Cfa at Plurimi, including work email, phone, and LinkedIn data when available.
John Shepherd, Cfa holds Mba, Finance from University Of Toronto - Rotman School Of Management.
John Shepherd, Cfa is listed with skills including Wealth Management, Portfolio Management, Asset Management, Equities, Investment Management, Asset Allocation, Investments, and Investment Strategies.
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