RIVERPEAK WEALTH LIMITED - Key Persons
Andrew joined the RiverPeak team in June 2021 having been working in Financial Services since 2004.
Charlotte joined RiverPeak in 2016 and brings over 20 years of experience in administration, project management and communications to RiverPeak.
Colin was the Chief Executive Officer of Essentra PLC from 2011 to 2017, before that, for over 10 years, Colin was the Chief Financial Officer at Reckitt Benckiser PLC where he not only led the finance function but was also instrumental in the merger and acquisition activity and the development of group strategy. Prior to Reckitt Benckiser PLC, Colin was the Chief Financial Officer of Aegis PLC and has held a range of senior finance and operational positions at a variety of companies. Colin is currently the Chairman of Premier Foods PLC, a Non-Executive Director of UK Government DEFRA, Chairman of the Milton Keynes University Project at Cranfield University, Non-Executive Director of Meggitt PLC, UK Advisor and Board Committee Member of FM Global Inc (US) and has previously held similar positions at WPP PLC, Amec Foster Wheeler PLC, Cadbury PLC, EasyJet PLC, and Imperial Brands PLC.
Job Titles:
- Financial Adviser
- Member of the Chartered Insurance Institute
Daniel joined RiverPeak in 2022, bringing with him over 9 years' experience in financial services.
Prior to RiverPeak, Daniel worked in the City for firms such as Brewin Dolphin, in the financial
Daniel is a member of The Chartered Insurance Institute and holds the Diploma in Regulated Financial
Job Titles:
- Client Support Administrator
- in 2022 As a Client Support Administrator
Elspeth joined RiverPeak Wealth in 2022 as a Client Support Administrator, having had previous experience in Finance & Banking specialising, latterly in financial advice, audit and compliance.
James joined RiverPeak in 2015, and has over 15 years' experience in the financial services sector. Before RiverPeak, James enjoyed varied positions with Lloyds Private Banking and as a Technical Adviser Assistant at Close Brothers Asset Management.
James Powell - Founder, Managing Director
Job Titles:
- Co - Founder
- Managing Director
James has over 25 years experience of giving financial planning and investment advice. Prior to establishing RiverPeak Wealth he held senior management roles with private banks and Wealth Managers in London, including Citi Private Bank and Financial Planning manager for SG Hambros Bank.
In his role as an Associate Paraplanner, Jon brings with him 5 years' experience in the financial services sector. Before RiverPeak, Jon enjoyed varied positions with NatWest and as a Personal Banker at Santander UK.
Nick Parker - Founder, Managing Director
Job Titles:
- Co - Founder
- Managing Director
Nick has been giving investment advice to clients for over 30 years. Before establishing RiverPeak Wealth with James in 2013 he held a number of senior executive and management roles with some of the world's best known private banks, including Citi Private Bank, Merrill Lynch International and Coutts, advising some of the UKs most influential individuals and families.
Nick is a Chartered Fellow of the Chartered Securities Institute and holds the Certificate in Private Client Investment Advice and Management.
Job Titles:
- Chairman of Liberation Group
Richard worked in the City of London for over 25 years. Having qualified with Price Waterhouse, Richard joined the corporate finance department of Hill Samuel Bank in 1987 prior to moving with the team to Close Brothers Corporate Finance ("CBCF") in 1996. Richard was Chief Executive of CBCF during its most successful growth period between 2001 and 2007. During this time, Richard was involved driving the growth of the UK business and developing and expanding Close Brothers International. Previously, he ran the Leisure and Retail Team and founded their Restructuring Team. Richard sat on the Management Board of Close Brothers Group plc for six years and finished as Chairman of CBCF in June 2009.
An Oxford graduate and a qualified Chartered Accountant, Richard is currently Chairman of Liberation Group, the brewer, pub owner and drinks wholesaler and Chairman of McKay Securities PLC, a Property Investment Trust (REIT). He also sits on the Surrey Business Leaders Forum and is a trustee of the charity Horatio's Garden. Previous roles include the Chairmanships of Safestore Plc, Palmer & Harvey PLC, Ipes and Harrington Brooks.
In her role as Client Services Manager, Sally brings over 36 years of experience in administration and client management skills.
Sally managed a team for many years in the Finance and Operations Department at Toyota Head Office. She has since worked at Standard Life Direct and before RiverPeak as an administrative expert for another Independent Financial Advice firm.
Sally's background has provided her with excellent organisational skills and a keenness to always put the client first.
Job Titles:
- Chartered Member of the Chartered Institute for Securities
- Head of Investment Advisory
Before joining RiverPeak in January 2017 Shauna was Co-Head of Collectives Research and Portfolio Management at Charles Stanley and a member of their Investment Strategy Committee. Before joining Charles Stanley in 2003, Shauna worked for Merrill Lynch, initially for the International Private Bank and then for Merrill Lynch Investment Managers.
Trevor was Managing Director of Throgmorton UK Limited a leading financial outsourcing firm that counts among its clients some of the world's best known and most respected alternative investment managers. Trevor has been a Chartered Accountant for more than thirty years and prior to joining Throgmorton, he spent 12 years with Salomon Brothers/Citigroup where most recently he was a director and Head of European Taxation within the investment banking division. He gained hands on experience of the SME sector as the finance director and founder of a privately owned internet-related business during the dotcom boom.
Trevor is now an Ambassador of The Change Foundation, a charity changing the lives of marginalised young people.