Company

Shard Capital

Geographical focus

United Kingdom

Client types

HNW

Institutional investors

Tier 1 investors

UHNW

Customer types

Company

Shard Capital

Shard Capital is a leading wealth manager offering investment, dealing, and capital market services to private, corporate and institutional clients.

Founded in 2010 as an institutional fixed income broker, Shard Capital has evolved into an organisation with over 90 professionals, looking after over £2 billion in assets. While it is an established business, it still maintains an entrepreneurial mentality in its approach.

It focuses on providing the highest level of investment management services, which also encompass a number of other offerings aimed at financial advisers and companies. Shard Capital also acts as an alternative investment fund manager for a small to mid-size enterprise (SME) direct lending fund, and a seed stage tech fund focused on augmented reality/virtual reality, artificial intelligence and the internet of things. These business areas are distinct from each other, but benefit from shared expertise, networks and resources.

Being independently owned, it is also completely agnostic when it comes to investment outlook and fund selection, meaning it can concentrate purely on client satisfaction rather than shareholder returns. This aligns with the belief that it can deliver better results by being outward looking and focusing on what clients really need. In doing so, it is 100% transparent on what it does and how it does it. And, being relatively new to market, Shard Capital is unencumbered by legacy systems and processes. Cost-effective platforms, broad networks and diversity of offerings give it the freedom to provide the level of service clients have a right to expect. This ultimately makes it feel like a firm where clients can reassess what 'value' really means in the wealth management space.

CORE PRINCIPLES:

• We view clients as partners – if we look after our partners, we look after our business.

• Alignment of interests is key to building long-term relationships.

• We learn more from listening than talking – we always encourage dialogue with our clients.

• We balance the need for business discipline and process with flexibility and vision, ensuring that we grow and adapt to meet the changing needs of our clients.

• Our investment style is based upon a dynamic, high conviction, actively managed approach.

• We never forget that clients have entrusted us to look after their wealth.

Address

United Kingdom

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