Spear's Review
Working as a partner at Stonehage Fleming, Caspar Helmore manages investment portfolios for several significant client families. He joined the firm in 2014 as a senior associate where 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 employment 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
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Rising star 2022 Family Office Services
Stonehage Fleming
Family Office Services
United Kingdom