RiverPeak Wealth, a UK-based investment advisory and financial planning business, has named Shauna Bevan as its head of investment advisory.
Bevan will also join RiverPeak’s investment committee. She joins RiverPeak from Charles Stanley, which she joined in 2003.
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At Charles Stanley, she served as a lead manager in the firm’s collectives portfolio service, was co-head of fund research and was also a member of its investment strategy committee.
Bevan previously also served at Merrill Lynch Investment Managers and Merrill's Private Client Group.
RiverPeak Wealth 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.”
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