Rebecca  Shepherd

Rebecca Shepherd

Partner, Investment management

Areas of expertise

Private client wealth management with a focus on capital preservation.

Experience

Rebecca joined Smith & Williamson in 2008 and achieved the level of Partner in 2018. As well as looking after a broad range of private clients, including individuals, pensions and charities, Rebecca provides Smith & Williamson with specialist coverage of responsible and environmental collective funds and is a member of the Stewardship and Responsible Investment Group.

Professional qualifications/membership.

Chartered wealth manager (Chartered Institute for Securities & Investment), degree in Economics & Finance from the University of Bristol, holder of CFA certificate in ESG Investing.

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