Andrew William Shepherd
Chief Executive Officer at BROOKS MACDONALD GROUP PLC
Net worth: 1 M $ as of 2024-03-30
Profile
Mr. Andrew W.
Shepherd is a Group Chief Executive Officer & Executive Director at Brooks MacDonald Group Plc and an Investment Manager at Brooks Macdonald Funds Ltd.
He is on the Board of Directors at Brooks MacDonald Group Plc, Brooks Macdonald Financial Consulting Ltd., Brooks Macdonald Retirement Services (International) Ltd., Cornelian Asset Managers Group Ltd.
and Levitas Investment Management Services Ltd.
He joined Brooks Macdonald in 2002 and was appointed CEO in 2021.
He has held numerous roles across the Group, including Group Deputy CEO since 2015, and most recently CEO of the International business since 2019.
Prior to joining Brooks Macdonald, He worked at Shepherd Associates Financial Management, holding the position of investment director.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2023-06-29 | 51,997 ( 0.32% ) | 1 M $ | 2024-03-30 |
Andrew William Shepherd active positions
Companies | Position | Start |
---|---|---|
BROOKS MACDONALD GROUP PLC | Chief Executive Officer | 2021-06-30 |
Brooks Macdonald Financial Consulting Ltd.
Brooks Macdonald Financial Consulting Ltd. Investment ManagersFinance Part of Brooks MacDonald Group Plc, Brooks Macdonald Financial Consulting Ltd. is a British company that provides investment management services. The private company is based in London, UK and was founded in 1991. | Director/Board Member | 2016-08-11 |
Brooks Macdonald Retirement Services (International) Ltd. | Director/Board Member | - |
Levitas Investment Management Services Ltd.
Levitas Investment Management Services Ltd. Investment ManagersFinance Part of Brooks MacDonald Group Plc, Levitas Investment Management Services Ltd. provides investment management services. The private company is based in Bristol, UK. Levitas Investment Management Services was acquired by Brooks MacDonald Group Plc on July 31, 2014 for $40.57 million. | Director/Board Member | - |
Cornelian Asset Managers Group Ltd.
Cornelian Asset Managers Group Ltd. Investment ManagersFinance Cornelian Asset Managers Group Ltd. engages in the provision of retail asset management services. The company was founded on May 4, 2000 and is headquartered in Edinburgh, the United Kingdom. | Director/Board Member | - |
Brooks Macdonald Funds Ltd.
Brooks Macdonald Funds Ltd. Investment ManagersFinance Brooks Macdonald Funds Ltd. (Brooks Macdonald) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is owned by Brooks MacDonald Group Plc (LON: BRK). Brooks Macdonald manages active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives. | Chief Executive Officer | 2021-04-30 |
Former positions of Andrew William Shepherd
Companies | Position | End |
---|---|---|
Brooks Macdonald Asset Management (International) Ltd.
Brooks Macdonald Asset Management (International) Ltd. Investment ManagersFinance Brooks Macdonald Asset Management (International) Ltd. (Brooks Macdonald AM) is the asset management subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. Headquartered in St. Peter Port, Brooks Macdonald AM was founded in 2012 and offers a range of investment management and advisory services to private high net-worth individuals, pension funds, institutions, and trusts. | Chief Executive Officer | 2021-04-30 |
Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally. | Chief Executive Officer | 2019-03-31 |
Shepherd Associates Financial Management Ltd. | Chief Investment Officer | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
BROOKS MACDONALD GROUP PLC | Finance |
Private companies | 8 |
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Brooks Macdonald Financial Consulting Ltd.
Brooks Macdonald Financial Consulting Ltd. Investment ManagersFinance Part of Brooks MacDonald Group Plc, Brooks Macdonald Financial Consulting Ltd. is a British company that provides investment management services. The private company is based in London, UK and was founded in 1991. | Finance |
Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally. | Finance |
Brooks Macdonald Retirement Services (International) Ltd. | |
Brooks Macdonald Funds Ltd.
Brooks Macdonald Funds Ltd. Investment ManagersFinance Brooks Macdonald Funds Ltd. (Brooks Macdonald) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is owned by Brooks MacDonald Group Plc (LON: BRK). Brooks Macdonald manages active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives. | Finance |
Brooks Macdonald Asset Management (International) Ltd.
Brooks Macdonald Asset Management (International) Ltd. Investment ManagersFinance Brooks Macdonald Asset Management (International) Ltd. (Brooks Macdonald AM) is the asset management subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. Headquartered in St. Peter Port, Brooks Macdonald AM was founded in 2012 and offers a range of investment management and advisory services to private high net-worth individuals, pension funds, institutions, and trusts. | Finance |
Levitas Investment Management Services Ltd.
Levitas Investment Management Services Ltd. Investment ManagersFinance Part of Brooks MacDonald Group Plc, Levitas Investment Management Services Ltd. provides investment management services. The private company is based in Bristol, UK. Levitas Investment Management Services was acquired by Brooks MacDonald Group Plc on July 31, 2014 for $40.57 million. | Finance |
Shepherd Associates Financial Management Ltd. | |
Cornelian Asset Managers Group Ltd.
Cornelian Asset Managers Group Ltd. Investment ManagersFinance Cornelian Asset Managers Group Ltd. engages in the provision of retail asset management services. The company was founded on May 4, 2000 and is headquartered in Edinburgh, the United Kingdom. | Finance |
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