SHEPPARD DAVIES
ASSET MANAGEMENT

SHEPPARD DAVIES SERVICE

We are an independent investment management company and adviser based in Monmouth. It was established in December 1998 by Jonathan Sheppard and Robert Davies as a specialist investment boutique with the single objective of uncovering and introducing the most talented fund managers in the UK to a select group of individuals.

The directors have identified an apparent gap in the market place for truly imaginative and unconstrained fund selection allied to a very personal and efficient level of service.

SHEPPARD DAVIES
VIP SERVICE

For clients with a minimum of £500,000 to invest, we offer an exemplary level of personal service.

Portfolios receive daily attention with regular reporting and communication.

The rationale behind each individual purchase is explained in detail and we provide the option of a quarterly face-to-face meeting at a venue of the client's choice.