Shard Capital Partners

What Shard Capital Partners does

Shard Capital Partners LLP is an independent, FCA-authorised (FRN: 538762) wealth and asset manager headquartered in London, founded in 2010 and operating as a private limited liability partnership with 80+ professionals and over £1bn of assets under management and administration. The firm runs an integrated platform across four pillars: Investment Services (wealth management, stockbroking and a dedicated US persons service for retail, professional and corporate investors); Custody and Dealing Services (global and UK asset custody, record keeping and execution via a dealing desk or the proprietary ShardGO online Execution Only platform); Institutional Services (execution-only agency broking with focus on fixed income, equities and special opportunities, plus structured products with built-in capital protection); and Capital Markets (corporate broking, corporate finance advisory, primary and secondary fundraisings, pre-IPO advisory, investor relations and commodity hedging). The firm operates multiple trading names and wholly-owned subsidiaries including Shard Capital AIFM LLP, Shard Capital Limited, Shard Credit Partners (SME direct lending) and Sure Valley Ventures (seed-stage tech fund for AR/VR, AI and IoT).

The business model combines recurring AUM- and custody-based fees with transaction-based advisory and arranging fees on capital markets mandates. GTM is sales-led, segmented across private wealth clients, institutional investors (asset managers, funds, banks, family offices) and small/mid-cap corporates (with notable depth in natural resources and mining). Distribution runs through dedicated direct sales teams, an LSE Member Firm distribution capability, and the self-serve ShardGO channel, supported by thought-leadership content (monthly reviews, thematic reports, podcasts). In February 2025 the firm led a $7bn investment alliance with UAE-based Royal Strategic Partners and Saudi Arabia's Al-Qahtani Group to develop Egypt's first petrochemical complex in New Alamein, representing a significant international expansion of its advisory mandate beyond UK capital markets.

Name

Shard Capital Partners

Legal name

Shard Capital Partners LLP

Website

https://shardcapital.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Short description

Shard Capital Partners LLP is a London-based, FCA-authorised independent wealth and asset manager offering investment management, custody and dealing, institutional broking, structured products and corporate broking services to private, corporate and institutional clients. The firm operates multiple sub-brands and subsidiaries and manages over £1bn in assets with 80+ professionals.

Ownership category

akta.pro rank

Product category

Wealth and Asset Management

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399), Other Financial Investment Activities (5239), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Miscellaneous Business Credit Institution (6159)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Fund Custody & Transfer Agency Services (FSACAHAG), Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)

Keywords

• Wealth management services
• Corporate broking
• Custody and dealing
• Institutional asset management
• Structured investment products

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Management / Wealth Management: Fees generated from managing client assets through tailored investment management services including wealth management, stockbroking and a dedicated US persons service. Serves retail, professional and corporate investors as well as intermediaries.
2. Custody and Dealing Services: Custody, record keeping, monitoring and reporting for global and UK-based asset types. Execution offered via the dealing desk or through ShardGO online platform. Revenue earned through fees on assets under custody and transaction-based dealing fees.
3. Corporate Broking and Capital Markets: Provides corporate broking, corporate finance advisory, investor relations, commodity hedging and capital markets services to small and mid-cap companies. Revenue generated through advisory fees, arranging fees on fundraisings, and ongoing retainer arrangements.
4. Structured Products: Shard Capital designs structured products with pre-determined payoff profiles and built-in capital protection, issued by A-rated institutions or better. Revenue through structuring fees and distribution margins on products with minimums of £50,000.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

Shard Capital Partners is an independent financial services firm offering investment management, custody and dealing, institutional broking, and corporate broking services. The firm serves private, corporate, and institutional clients through tailored advisory services, a proprietary online Execution Only platform (ShardGO), and capital markets capabilities including primary and secondary fundraisings, pre-IPO advisory, and structured products.

Product overview

Shard Capital is a multi-service wealth and asset management firm offering an integrated platform of investment, dealing, and capital markets services. The core offering consists of Investment Services (wealth management and stockbroking), Custody and Dealing Services (with ShardGO as the online Execution Only platform), Institutional Services (institutional broking, custody, and structured products), and Capital Markets (corporate broking and investor relations). The company operates under multiple trading names including Shard Capital, Shard Capital ECM, Shard Capital Stockbrokers, Alternative Resource Capital, LeifBridge, and Tennyson Securities. The firm also manages alternative investment funds including an SME direct lending fund and a tech fund focused on AR/VR, AI, and IoT.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Services Investment management services catering for retail, professional and corporate investors, as well as intermediaries, ranging from wealth management and stockbroking through to a dedicated US persons service.
• Custody and Dealing Services Custody, record keeping, monitoring and reporting for almost any global and UK-based asset types, with execution offered via the dealing desk or through ShardGO online platform.
• Institutional Services Institutional-facing services across niche market areas catering for Asset Managers, Investment Funds, Private and Commercial Banks, Corporates, Family Offices and high net worth professional investors.
• Capital Markets Full range of services from corporate broking and investor relations to commodity hedging, providing clients with a tailored approach based on their unique requirements.
• Corporate Broking Full range of services from primary and secondary fundraisings through to Pre-IPO, offering traditional corporate broking with integrated investor relations service, including accelerated bookbuilds, placings, open offers, alternative funding solutions, and pre-IPO fundraising.
• Institutional Broking Execution only agency broker providing client asset custody and executing with other market counterparties, with specialist focus on fixed income, equities and special opportunities.
• ShardGO Online Platform Online Execution Only platform for trading and execution services, providing accessible entry point for retail and smaller institutional clients.
• Structured Products Securitised notes designed to express specific investment views across almost any liquid asset class with built-in level of capital protection and superior risk-adjusted returns.

Named customers16 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered flagship and minor.

• Royal Strategic Partners (UAE)flagshipStrategic or Co-development Partner · 21 February 2025Shard Capital Partners LLP, in collaboration with UAE-based Royal Strategic Partners and Saudi Arabia's Al-Qahtani Group, signed a Framework Agreement with Egypt's Ministry of Petroleum and Ministry of Investment to develop a $7 billion petrochemical complex in New Alamein City, Egypt. The project will create 20,000 construction jobs and 3,000 permanent positions, producing approximately 3.1 million tons annually of eight specialized petrochemical products.
• Al-Qahtani Group (Saudi Arabia)flagshipStrategic or Co-development Partner · 21 February 2025Shard Capital Partners LLP, in collaboration with UAE-based Royal Strategic Partners and Saudi Arabia's Al-Qahtani Group, signed a Framework Agreement with Egypt's Ministry of Petroleum and Ministry of Investment to develop a $7 billion petrochemical complex in New Alamein City, Egypt.
• Orascom ConstructionminorStrategic or Co-development Partner · 21 February 2025Shard Capital is having initial discussions with Orascom Construction for the investment in the construction and operation of the Egypt petrochemical complex outside battery limits on a Build Own and Operate basis.
• Walking With The WoundedminorOthers · 1 January 2014Shard Capital has supported military veteran's charity Walking With The Wounded since 2014, helping raise over £30,000. The firm is headline sponsor for the annual Walking Home For Christmas campaign. Team members embark on various challenges raising funds to help disadvantaged veterans re-integrate into society and sustain independence.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Walker Crips Group: London-based independent wealth manager and stockbroker offering investment management, custody, dealing and corporate broking services to private and institutional clients. Highly comparable in product mix, scale and target client segments to Shard Capital Partners.
• Liberum: UK-focused investment bank and corporate broker specialising in small and mid-cap equity research, sales, trading and corporate broking on AIM and the Main Market. Directly comparable to Shard Capital's Capital Markets franchise, particularly its natural resources and growth-company client base.
• Cavendish (formerly finnCap): UK small and mid-cap corporate broker and advisor with strong focus on growth companies across multiple sectors. Comparable to Shard's Capital Markets offering in transaction size, sector breadth and AIM/LSE focus.

Broad incumbents

• Rathbones Group: One of the UK's largest independent wealth managers offering investment management, custody and financial planning to private clients, charities and intermediaries. Comparable to Shard in core services but operates at materially larger scale (tens of billions of AUM).
• Brewin Dolphin (RBC Wealth Management UK): Major UK wealth manager providing discretionary investment management, wealth planning and custody to private clients, charities and intermediaries. Overlapping service set with Shard Capital's Investment Services and Custody & Dealing, but at significantly larger scale.
• Canaccord Genuity (UK): International mid-market investment bank with a strong UK equity capital markets and corporate broking franchise serving small and mid-cap issuers. Comparable to Shard Capital's Capital Markets team on transaction types and client profile, with broader sector and geographic coverage.
• Stifel (UK): US-headquartered broker-dealer with a substantial UK small and mid-cap equity capital markets and broking business. Comparable to Shard Capital in serving AIM and Main Market small-cap issuers, with deeper international distribution.
• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform offering execution-only dealing, SIPPs, ISAs and funds. Comparable to Shard in retail execution and custody, but operates at vastly greater scale through its platform model.

Emerging players

• AJ Bell: UK investment platform providing execution-only dealing, SIPPs, ISAs and custody services to retail and advised clients. Comparable to Shard's retail dealing and custody offerings via ShardGO, with greater scale and digital brand recognition.
• Interactive Brokers (UK): Global online broker providing execution-only dealing, custody and market access to retail and institutional clients. Comparable to ShardGO in serving self-directed execution clients, but competes primarily on price and global market access at much larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/shardcapital
• YouTubeyoutube.com/c/ShardCapital
• LinkedInlinkedin.com/company/2440877
• Facebookfacebook.com/shardcapital

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments8 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Shard Capital Partners