In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to RiverPeak Wealth's Shauna Bevan.
Who are the Investment Influencers?
The fund selection and research sectors play a major part in the UK's asset management industry, but who are the key individuals in these areas?
We have identified them as those who not only control the allocation of fund flows and decide ratings, but are respected by asset managers for the depth of their knowledge, the honesty of their views, their professionalism in analysing and selecting funds, and the responsibility with which they manage clients' assets.
Over the coming months, we will be meeting these key players and revealing their views on the world of investing and how they are facing the challenges under which we all operate including: more onerous regulation, an uncertain market environment and increased short-termism.
This week's Investment Influencer
This week, we meet Shauna Bevan, head of investment advisory at RiverPeak Wealth.
Shauna joined RiverPeak Wealth in January 2017 as a director and head of investment advisory. She is responsible for the selection and ongoing monitoring of funds for RiverPeak's clients as well as bringing her expertise of markets and economies to their investment committee.
Shauna was previously co-manager of the collectives portfolio service and co-head of fund research at Charles Stanley. She was also a member of its Investment Strategy Committee. Before joining Charles Stanley in 2003, Shauna worked for Merrill Lynch for four years.
Investment Influencers in association with Allianz Global Investors
The challenges of being a successful asset allocator and fund selector become greater with every market cycle and the way everyone approaches and thinks about these issues is different.
To see and hear how these leading industry practitioners tackle the markets, Investment Week has brought them together in a series of interviews we call the Investment Influencers.
"Allianz Global Investors is delighted to partner with Investment Week to support the Investment Influencers. In the ever evolving market for selecting investment products, the insights and guidance from the Investment Influencers is more valuable than ever and being part of promoting this insight further is key to our business goals. We believe that in working with Investment Week we can work to improve the content further and promote Allianz GI as a key supporter of the industry," the group said.
If you would like to nominate yourself or a colleague to be considered for the Investment Influencers series, please contact Georgina Walters at [email protected]