Since 2016, FigTree Financial has earned its place as a trusted advisor, handling your wealth, asset management and business operations to the highest standards. Originally curated to offer bespoke, independent, family office services, FigTree has evolved to offer a complete wealth management solution. At our core is the belief that people do business with people and in the realm of significant wealth, the complexities, time constraints, and pressures require a human touch and an empathetic team to shoulder this burden, through financial strategies, expertise, and integrity. At FigTree, we start every new relationship with a completely clean slate as we understand that when it comes to your wealth, there is no ‘one size fits all’. As independent advisors, there is power in harnessing the collective expertise of unrestricted access to an international network of products whilst offering the values and approach of a boutique firm.
Daniel Farmer founded FigTree Financial in 2016, following a distinguished career in financial services spanning more than 17 years.
Danny has held several board-level roles with CIBC and CIBC First Caribbean International Bank and was responsible for managing banking operations across the Caribbean. Based in Barbados, Danny brings senior executive experience to the FigTree team as well as his knowledge and connections in offshore and onshore banking, wealth structuring, lending, private equity, hedge fund operations, accounting, financial and estate planning.
In his spare time, Danny enjoys a round (or several) of golf as well as spending quality time with his wife Lisa, and two daughters, Layla and Ava.
Christopher Gregory co-founded FigTree Financial after spending almost eight years working in senior management roles in the offshore banking industry in the Cayman Islands. During that time he worked with two of the Caribbean’s largest banking institutions; Republic Financial Holdings and NCB Financial Group.
In addition to holding the Chartered Alternative Investment Analyst (CAIA) designation, Chris has more than 12 years’ experience managing client investment portfolios and specialises in developing customised wealth management solutions and investment strategies for high-net-worth clients. He believes that an in-depth understanding of clients’ goals and authentic relationship building are paramount to bespoke wealth management. Born and raised in Trinidad, Chris enjoys surfing, golfing, friends, and family, and cooking a good curry!
Charles is a senior executive with over 15 years of risk, investment management and capital market experience for international multi-asset portfolios.
Holding the Chartered Financial Analyst (CFA) designation, Charles brings his expertise to the FigTree family by driving investment strategy and analysing investment portfolios and market trends to advise and provide clients with the best opportunities to meet their investment goals.
In his free time, Charles enjoys cooking – with a keen interest in the farm-to-table experience, as well as being active and involved with most sports, especially with his two young sons who are avid cricket and football fans.
To help multi-generational families, institutions and entrepreneurs manage the complex issues that accompany significant wealth and assets in a way that adds value and creates lasting impact. We customise sophisticated strategies that fit the unique needs of individuals, families, and institutions.
We act as your trusted advisor, ally, and confidant as we guide you along a clearly defined path towards your family or business legacy with tailored financial strategy and support.
Our purpose is to provide unwavering counsel and craft tailored, sophisticated strategies that cater to the exact needs of individuals and institutions alike. We empower our clients with financial knowledge to ensure their success in a constantly changing financial landscape. Through dependable guidance and innovation, we build long-term partnerships that transcend borders and secure a bright financial future today, and for future generations. We take pride in building long-lasting relationships that span generations, while being guided by a young, dynamic and next-gen literate team.
THE VALUES THAT HELP US DELIVER THE MISSION EVERY DAY
Our values are not mere words written on a whiteboard; we live and breathe them every day and they form the very foundation of what we do, driving our commitment to delivering unparalleled service and solutions.
