The latest moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East, and select international jurisdictions.

Saffery Trust Cayman
Saffery Trust Cayman has strengthened its team and continued its growth in the region with the appointment of Lauretta Bennett as director.

Bennett brings over 15 years of experience in the private client sector, specialising in ultra-high net worth family offices – a core client base for the firm. She has expertise in complex multi-jurisdictional wealth structuring and non-standard assets including operational businesses, complementing the existing skills within the firm’s Cayman Islands team. 

With a background in business development, Bennett will play a role in strengthening Saffery Trust’s presence in the Cayman Islands and further afield, fostering new relationships, and identifying opportunities to enhance the firm’s services. 

As director, Bennett will oversee and manage the Cayman team alongside director Lee Hart, sharing people management responsibilities to support colleagues’ personal and professional development. Bennett will also work with clients and their advisors to ensure complex, multi-jurisdictional wealth structures are established and administered in line with their long-term objectives.

Charles Stanley 
UK-based investment firm Charles Stanley has strengthened its responsible investment team with the appointment of Celine Legaspi, who is joining as sustainable portfolio lead and responsible investment analyst. 

Legaspi brings ESG experience to the team, joining from investment consultancy Redington, where she led sustainable and impact investment research within the manager research team. She was responsible for researching best-in-class investment opportunities, identifying new and emerging themes, and delivering bespoke client projects. 

Responsible Investing continues to evolve and we have now entered a more sophisticated, nuanced and education-focused era following the Financial Conduct Authority’s (FCA) Sustainable Disclosure Requirements regulation, the firm said in a statement. Global issues continue to be on the minds of a growing base of clients who are keen to play a part through the investments they make. It is increasingly important that investment managers are equipped to support clients with these changing preferences. Charles Stanley said it has specifically expanded the team to focus on the increase in client queries and demands in this space. 

Legaspi will lead the day-to-day management of Charles Stanley’s newly-launched Sustainable Multi-Asset Guidance Portfolios, the firm continued. This role will also cover portfolio implementation practices for investment managers and guidance on bespoke portfolio tailoring for clients. 

Expanding the team in London signifies the firm’s commitment to enhancing its responsible investment credentials and embedding these considerations into its investment strategy for clients.

She will also support the wider team in responsible investing integration and analysis which will inform investment strategy and decisions that reflect Charles Stanley’s clients’ preferences, leveraging the extensive research capabilities offered by US-based Raymond James Financial, where needed, the firm added.