UK wealth manager names head of Investment Advisory
UK-based RiverPeak Wealth has appointed Shauna Bevan (pictured) as head of Investment Advisory and senior member of its investment committee.
Bevan joins from Charles Stanley where she was lead manager in the firm’s Collectives Portfolio service, co-head of Fund Research and also sat on their investment strategy committee.
Formerly, she worked for Merrill Lynch Investment Managers.
RiverPeak Wealth’s managing director, Nick Parker, said: “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.”
Established in December 2013, RiverPeak Wealth provides portfolio management, investment analysis, consultancy, pension and financial planning advice services.