Jamie Shepperd
Directeur Général chez Courtiers Investment Services Ltd.
Profil
Mr. James S.
Shepperd is a Chief Executive Officer at Courtiers Investment Services Ltd.
He is on the Board of Directors at Courtiers Asset Management Ltd., Courtiers Group Holdings Ltd., Courtiers Support Services Ltd.
and Snowdon Financial Ltd.
As Chief Executive Officer, Mr. Shepperd is responsible for setting Courtiers business goals, strategy and development of the business and ensuring that Courtiers maintains a strong and efficient management team.
Mr. Shepperd joined Courtiers in May 1988 as an adviser, after working for a large financial institution in the city.
Appointed to the main board of Courtiers in 1996, in April 2004 he was appointed Chief Executive Officer of the COURTIERS Group.
He is a Chartered Fellow of the Securities and Investment Institute (FCSI), holds the Diploma in Financial Planning (Dip PFS) and the Administration of Trusts Certificate and Administration of Estates Certificate from the Society of Trusts and Estate Practitioners (STEPS).
Postes actifs de Jamie Shepperd
| Sociétés | Poste | Début |
|---|---|---|
Courtiers Investment Services Ltd.
 Courtiers Investment Services Ltd. Investment ManagersFinance Part of Courtiers Group Holdings Ltd., Courtiers Investment Services Ltd. is a British company that provides investment advice. The company is based in Henley-on-Thames, UK. The company was founded in 1982 by Gary Derek Reynolds. James Stewart Shepperd has been the CEO of the company since 1988. | Directeur Général | 01/04/2004 |
Courtiers Asset Management Ltd.
 Courtiers Asset Management Ltd. Investment ManagersFinance Part of Courtiers Group Holdings Ltd., Courtiers Asset Management Ltd. is a British wealth management company that provides ongoing financial management services to companies, high net worth individuals, and families. The company is based in Henley-On-Thames, UK and was founded in 2014. The company offers a range of private client and corporate client services to support their clients' financial goals and objectives. Additionally, they help businesses grow by attracting, engaging, and retaining the right employees. | Directeur/Membre du Conseil | 13/01/2014 |
Snowdon Financial Ltd.
 Snowdon Financial Ltd. Investment ManagersFinance Snowdon Financial Ltd. engages in the provision of advisory services. The company was founded on March 7, 2002 and is headquartered in Henley-On-Thames, the United Kingdom. | Directeur/Membre du Conseil | 01/05/2019 |
Courtiers Group Holdings Ltd.
 Courtiers Group Holdings Ltd. Investment ManagersFinance Courtiers Group Holdings Ltd. is a British wealth management company founded in 2016. The private company is based in Henley-on-Thames, UK. and has subsidiaries in United Kingdom. Courtiers offers private and corporate client services to support individuals, families, and businesses. The company helps businesses grow by attracting, engaging, and retaining the right employees. Courtiers is trusted by companies, high net worth individuals, and families through generations to deliver ongoing wealth management and help meet specific financial goals and objectives. Additionally, the company works with organizations to communicate benefits across the workforce to help employees secure comfort in later life through pensions. | Directeur Général | 04/10/2016 |
Courtiers Support Services Ltd.
 Courtiers Support Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Courtiers Group Holdings Ltd., Courtiers Support Services Ltd. provides support services. The company is based in Henley-on-Thames, UK and was founded in 1995. | Directeur/Membre du Conseil | 28/11/1997 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Courtiers Investment Services Ltd.
Courtiers Investment Services Ltd. Investment ManagersFinance Part of Courtiers Group Holdings Ltd., Courtiers Investment Services Ltd. is a British company that provides investment advice. The company is based in Henley-on-Thames, UK. The company was founded in 1982 by Gary Derek Reynolds. James Stewart Shepperd has been the CEO of the company since 1988. | Finance |
Courtiers Asset Management Ltd.
Courtiers Asset Management Ltd. Investment ManagersFinance Part of Courtiers Group Holdings Ltd., Courtiers Asset Management Ltd. is a British wealth management company that provides ongoing financial management services to companies, high net worth individuals, and families. The company is based in Henley-On-Thames, UK and was founded in 2014. The company offers a range of private client and corporate client services to support their clients' financial goals and objectives. Additionally, they help businesses grow by attracting, engaging, and retaining the right employees. | Finance |
Snowdon Financial Ltd.
Snowdon Financial Ltd. Investment ManagersFinance Snowdon Financial Ltd. engages in the provision of advisory services. The company was founded on March 7, 2002 and is headquartered in Henley-On-Thames, the United Kingdom. | Finance |
Courtiers Group Holdings Ltd.
Courtiers Group Holdings Ltd. Investment ManagersFinance Courtiers Group Holdings Ltd. is a British wealth management company founded in 2016. The private company is based in Henley-on-Thames, UK. and has subsidiaries in United Kingdom. Courtiers offers private and corporate client services to support individuals, families, and businesses. The company helps businesses grow by attracting, engaging, and retaining the right employees. Courtiers is trusted by companies, high net worth individuals, and families through generations to deliver ongoing wealth management and help meet specific financial goals and objectives. Additionally, the company works with organizations to communicate benefits across the workforce to help employees secure comfort in later life through pensions. | Finance |
Courtiers Support Services Ltd.
Courtiers Support Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Courtiers Group Holdings Ltd., Courtiers Support Services Ltd. provides support services. The company is based in Henley-on-Thames, UK and was founded in 1995. | Commercial Services |
