David Shepherd

David Shepherd is a Senior Investment Director, jointly responsible for managing private client, trust, and charity portfolios. David began his career at Rathbones in 2001 following the acquisition by JP Morgan Chase of his previous firm, Flemings. Prior to this, David worked in the Lloyd’s insurance market, advising members of Lloyd’s. This has been invaluable experience as he now manages a range of Lloyd’s portfolios alongside traditional private client funds.

David is a Fellow of the Chartered Institute for Securities & Investment.

Outside of the office, David enjoys most sports specifically skiing with family and friends, cricket, and supporting Arsenal.