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Exclusive IR Global advisor for Fiduciary and Custodial Services in Bahamas since 2020

Wendy Warren

Consultant & Director, Onyx Partners Ltd.

+1 242 397 6505

Biographie

Wendy Warren is the Founder and Managing Director of Caystone. Prior to establishing Caystone Solutions, Ms. Warren spent 11 years as CEO and Executive Director of the Bahamas Financial Services Board, a financial sector body that works closely with government, regulators and private industry to ensure The Bahamas provides global clients with best in class financial services. Following her time with BFSB, in 2012 Ms. Warren established Caystone, an operational family office focused on full corporate and fund administration services.

Ms. Warren has worked in a variety of roles in the fund administration, wealth management and audit fields including 8 years co-leading the establishment and operation of a leading investment funds administrator. She has worked with families and family businesses for over 25 years and her knowledge of the financial services business and community is broad, augmented by a deep understanding of The Bahamas and its legislative framework. Ms. Warren is a Chartered Accountant and holds a bachelor’s degree in Accounting from the University of Waterloo, Canada.

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About Onyx Partners Ltd.

Onyx Partners Ltd.

Onyx Partners specializes in bespoke fiduciary solutions delivered with exceptional and accessible service.

OUR NAME IS OUR COMMITMENT

Our name Onyx comes from the gemstone that is said to have protective properties and provides energy for consistent action.

These characteristics precisely reflect our offer and commitment as a company: to be partners with our clients in the provision of fiduciary solutions that protect, preserve and grow their wealth, expertly delivered through consistent, deliberate and professional actions.

As partners in building and maintaining long-term, value-driven relationships, we make ourselves available and easily accessible to our clients wherever they are in the world.

OUR APPROACH

Onyx Partners delivers the highest level of service by employing best-in-class fiduciary executives who each have a long record and history of building value-driven relationships with clients and their advisors. We value clients who look for longevity in the relationships with their chosen fiduciary partners.

Onyx Partners has the expertise to guide individuals, families and their advisors in the creation of the best fiduciary structure to help manage their wealth and achieve their goals.

Onyx Partners benefits from being an affiliate of Caystone Solutions Limited, a Bahamas-based business services company with years of experience providing comprehensive and customized services and support to individuals, businesses and family office structures around the world. This affords Onyx Partners direct access to a team of professionals well established in full administration and operations.

OUR ADVANTAGES

Bespoke & Nimble — We believe each client is different, with unique objectives and we tailor our offering in support of those objectives. Achieving their goals requires expert guidance and Onyx Partners, a nimble and focused firm, stands ready to respond to the changing needs of our clients.

Bahamas-based, Global Reach — We sit in an ideal location to serve our clients anywhere in the world. However, we understand that our clients must be able to secure best-in-class multi-shore solutions and — with fidiciary executives at the ready in Europe and Latin America — we are able to support businesses and asset holding structures across jurisdictions.

Personalized & Discreet — Onyx Partners is built on the principle that individuals and businesses deserve discretion in the management of their affairs. This hallmark is delivered throughout the execution of our duties with strict adherence to agreed upon communication channels and in accordance with the legal requirement to maintain client confidentiality.

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Exclusive IR Global advisor for Fiduciary and Custodial Services in Bahamas

P. O. Box SP-61567 West Bay Street Nassau New Providence

Collègues

  • Julien D. Martel
    Fiduciary and Custodial Services in Bahamas

    Julien D. Martel

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    Consultant, Onyx Partners Ltd.
  • Tulio Berdu
    Fiduciary and Custodial Services in Bahamas

    Tulio Berdu

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    Trust Executive, Onyx Partners Ltd.