Tuesday 25th October 2016 / London
Shauna Bevan is joining RiverPeak Wealth, as Head of Investment Advisory and a senior member of its Investment Committee.
Bevan joins RiverPeak from Charles Stanley where she was lead manager in that firm’s Collectives Portfolio Service, Co-Head of Fund Research and also sat on their investment strategy committee. Prior to Charles Stanley, whom she joined in 2003, she worked for Merrill Lynch Investment Managers, as well as Merrill’s Private Client Group. In 2015, Bevan was named in a list of the UK’s Top 100 for fund selection. She arrives at RiverPeak to head their growing investment advisory offering.
Launched in December 2013, RiverPeak Wealth provides award winning, portfolio management, investment analysis, consultancy, pension and financial planning advice.
Nick Parker, RiverPeak Wealth’s Managing Director, commented, “We are thrilled that Shauna is to join us. Her near unrivaled experience in the fund universe, her deep analytical skills and thoughtful, considered, approach to investment management will be invaluable to us. Shauna further adds to our firm’s expertise and I know, as we continue to grow, her arrival will make our proposition all the more attractive.”
Bevan added “I am delighted to be joining the team at RiverPeak. I have seen the quality of the advice the firm provides to its clients, and I am looking forward to being part of what I know will be a very exciting and rewarding future.”