Shauna has over twenty years investment experience across multiple asset classes and geographies. She is currently Head of Investment Advisory at RiverPeak Wealth, a private client advisory firm which she joined in January 2017. Prior to that she was Co-Head of Collectives Research and Portfolio Management at national wealth manager, Charles Stanley. In addition to her role at RiverPeak, Shauna is a non-executive director of Alliance Witan Plc, CT Global Managed Portfolio Plc and a director of Cuckfield Bookfest Community Interest Company. She is a Chartered Member of the Chartered Institute for Securities and Investment (CISI).
Mike has retired from practice as an audit partner with Crowe UK LLP having been with that firm since he first started training to be a ICAEW Chartered Accountant. He served as a member of the Executive team and as Crowe’s finance partner for a number of years, specialising throughout in the audits of a varied portfolio of charitable and not for profit organisations. A significant area of specialism was in endowed charities making grants as well as a number of high-profile national charities. Outside of his professional career Mike is a Trustee of a small charity which owns and safeguards playing fields for the public benefit, situated in the village where he lives. Mike is married with two daughters in their twenties and includes sport in his main interests, where he still plays (to a fashion) for the local cricket team.
In 2024, Andrew became the Chairman of CAT Ltd (Chartered Accountants Trustees) having been a director of the board since 2019. Andrew Ratcliffe is a past President of ICAEW. He spent his career with PwC as lead engagement partner for the audits of a number of large international companies in a range of industries. He is now a director of Barclays Bank UK PLC and chair of its Audit Committee. He is also a trustee of a number of other charities.
Andrew Wauchope has specialised in investment management and the charity sector throughout his 30 years in the investment industry. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and has been a visiting lecturer at the Cass Business School. He is a trustee of CABA, the Solicitors Charity and the Harrow Mission Trust and Honorary Treasurer of the Sir Halley Stewart Trust. He is an external advisor for the RCN Foundation, a member of the Finance, Audit & Risk Committee of the Institute of Civil Engineers and sits on the Court of the Worshipful Company of Ironmongers, a London Livery Company.