Balancing Risk and Returns Across the Generations | With Caspar Helmore & Tristan Dolphin

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Family Futures, Wisdom and Wealth

Stonehage Fleming

5 episodes

6 days ago

We are Stonehage Fleming, international family office and adviser to the world’s leading families and wealth creators. For nearly 50 years, our firm has moved the dial on wealth management and succession, accumulating a treasure chest of practical wisdom along the way. Our podcast, Family Futures, Wisdom and Wealth, is our way of sharing some of that with you. Hosted by Guy Hudson, each show features analysis and discussion around a host of topics including succession, philanthropy, legacies, leadership, mental health, investments, relocation and much more. It’s an essential guide for wealth creators, family members of all ages and their advisers. And is packed full of thoughtful, relevant discussion around preserving wealth – now and for future generations. Visit our website: https://www.stonehagefleming.com/ Follow us on social: https://www.instagram.com/stonehagefleming/?hl=en https://www.linkedin.com/company/stonehagefleming/ https://x.com/sf_familyoffice

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Balancing Risk and Returns Across the Generations | With Caspar Helmore & Tristan Dolphin

Family Futures, Wisdom and Wealth

36 minutes

2 months ago

Balancing Risk and Returns Across the Generations | With Caspar Helmore & Tristan Dolphin

For our third episode of the series, Guy Hudson welcomes two key members in our London Investment Management team, Caspar Helmore and Tristan Dolphin. Tristan and Caspar get granular about how Stonehage Fleming supports families in times of uncertainty, the rise of sustainable investing, the unique benefits of being investors embedded in a renowned multifamily office, and why you should never take your eye off the bigger picture.

Caspar is a Stonehage Fleming Partner and Senior Client Relationship Manager and Tristan is Research Analyst that heads up our Sustainable Investment team. Listen on to hear how the Stonehage Fleming model challenges the negative impact of shorter-term or medium investment risks and helps clients achieve their long-term investment goals.

DISCLAIMER

The views and opinions expressed in this episode are those of the hosts and guests and do not constitute financial, investment, or legal advice. This content is provided for general informational purposes only and should not be relied upon as a substitute for professional advice.

This episode does not constitute a financial promotion under the Financial Services and Markets Act 2000. Any discussion of investment products or services is intended to be fair, clear, and not misleading, in accordance with the Financial Conduct Authority (FCA) rules.

Listeners are strongly encouraged to seek independent advice from an FCA-authorised financial adviser before making any investment decisions. The value of investments can go down as well as up, and you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results.

This episode may contain forward-looking statements that are subject to risks and uncertainties. We do not undertake any obligation to update or revise such statements.

By listening to this episode, you agree not to hold the hosts, guests, or any affiliated parties liable for any loss or damage arising from reliance on the information provided.

Issued by Stonehage Fleming Investment Management Limited (SFIM). Authorised and regulated by the Financial Conduct Authority (194382) and registered with the Financial Sector Conduct Authority (South Africa) as a Financial Services Provider (FSP No. 46194).

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