Position

Partner

Index

Family Office Services

Location

United Kingdom

Caspar Helmore

Spear’s Review

Working as a partner at Stonehage Fleming, Caspar Helmore manages investment portfolios for several significant families. He joined the firm in 2014 as a senior associate, and his responsibilities included client management and investment research. Helmore swiftly rose through the ranks and assumed the position of director prior to his promotion to partner.

Helmore’s experience is further cemented by his time at Thurleigh, where he served as an investment analyst and portfolio manager.

In addition to Helmore’s professional experience, he is a CFA charterholder and holds an honours degree in modern languages from the University of Bristol. 

Rank: Recommended

Recommended 2023, Family Office Services

Share on