Rebecca  Shepherd

Rebecca Shepherd

Partner, Investment management

Areas of expertise

Private client wealth management with a focus on capital preservation.

Experience

Since 2010, Rebecca has worked with Zoe King, director of investment management at Smith & Williamson, managing a broad variety of investment portfolios, including those of individuals, pensions and charities.

Rebecca provides Smith & Williamson with specialist coverage of ethical and environmental collective funds.

Professional qualifications/memberships

Chartered member of the Chartered Institute for Securities & Investment (CISI) Masters in Wealth Management.

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