Shauna joined the Board on 10 October 2024 following the Company’s combination with Witan Investment Trust PLC. She was formerly a Non-Executive Director of Witan. Shauna has over twenty five years of investment experience working predominantly with retail clients.
In her current role at RiverPeak she is responsible for fund research and portfolio construction. She was previously Co-Head of Collectives Research and Co-Head of the Collectives Portfolio Service at Charles Stanley, having started her career in wealth management at Merrill Lynch.
Other Appointments
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RiverPeak Wealth | Health of Investment Advisory
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CT Global Managed Portfolio Trust PLC | Non-Executive Director 
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Non-Executive Director

Shauna’s investment experience spans two decades, multiple asset classes and prestigious
firms RiverPeak Wealth, Charles Stanley and Merrill Lynch. To the trust, she brings her
specialist knowledge of third-party fund research and serving retail investors’ needs.

Shauna Bevan

Non-Executive Director