Wendy Warren Joins for Fiduciary Services

Advisory Excellence, the world’s leading exclusive network of advisory professionals & firms is delighted to introduce that Wendy Warren has joined Advisory Excellence as our exclusive Fiduciary Services member in the Bahamas.

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.

Firm Overview:

Caystone is a boutique services firm built on the principles that individuals and businesses deserve discretion in the management of their affairs.

This advantage is delivered in the execution of services with strict adherence to high communication standards, as well as in accordance with all legal requirements to maintain client confidentiality.

We exist to help liberate our clients from administrative and logistical concerns, so that they can focus on value generation and long-term growth.