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.