Wendy Warren

Wendy Warren is our exclusively recommended Fiduciary Services expert in the Bahamas on the Advisory Excellence website. If you need assistance in this area, please contact Wendy directly using the contact details listed above.

Wendy Warren is the Founder and Managing Director of Caystone Group. Prior to establishing Caystone, Ms. Warren spent 11 years as CEO and Executive Director of the Bahamas Financial Services Board (BFSB), 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. She is also a director and founder of Onyx Partners Ltd., an independent, international fiduciary company.

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 30 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 has served as a director on various boards and committees including Bahamasair Holdings, Bahamas Electricity Corporation, Bahamas Trade Commission, the Financial Services Consultative Forum and the Bahamas Association of Mutual Fund Administrators.

Ms. Warren, a Chartered Accountant, holds a bachelor’s degree in Accounting from the University of Waterloo, Canada and has completed postgraduate studies in Corporate Governance at the Kellogg School of Management (Northwestern University). She is an Anti-Money Laundering Certified Associate (AMLCA) and completed the STEP Professional Postgraduate Diploma in Private Wealth Advising.

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