About FigTree Group
Your Legacy. Our Focus.
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.
TRANSPARENCY AND HONESTY ARE AT THE FOREFRONT OF EVERYTHING WE DO
Meet Our Team
With over 60+ years of combined experience, we have the perfect team to help you.
Daniel Farmer
Founder & Executive Chairman
Christopher Gregory
Founder & CEO/CIO
Charles King
Lead Advisor - Barbados
Founder & Executive Chairman
Founder & Executive Chairman
Founder & Executive Chairman
Founder & Executive Chairman
Founder & Executive Chairman
Founder & Executive Chairman
Founder & Executive Chairman
Founder & Executive Chairman
Our Mission
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.
THIS IS THE REASON WE EXIST
Our Purpose
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.
THIS IS HOW WE DELIVER OUR MISSION
Our Values
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.
FAMILY
FigTree warmly welcomes you to join our esteemed family. As your trusted advisors, we are dedicated to nurturing your financial well-being and ensuring lasting comfort and prosperity for future generations.
LISTENING
We take the time to understand your unique circumstances and listen to your concerns and aspirations, laying the foundation for a bespoke financial strategy that meets your needs.
COMMITMENT
Our commitment to you transcends any pursuit of short-term gains. We take pride in building long-lasting relationships that span generations with our young and dynamic team committed to treating your family with the utmost respect and care in the knowledge that you are the driving force behind our thriving enterprise.
TRUST
When you join FigTree, you become a part of our esteemed family. We treat our clients as family, with trust at the epicentre of everything that we do. We listen more than we talk and get under the skin of your business and asset base so that you can confidently turn to us for unwavering support and expert guidance any time you need.
INTEGRITY
Transparency and honesty are at the forefront of everything we do. Our team won’t just create a strategy to collect dust on the shelf. They will set measurable, visible goals that, through FigTreeAMP, can be tracked anytime, anywhere. Further, our team are fearless and will challenge the status quo, have the awkward conversations, and work with you to secure the best returns possible.
INNOVATION
We are a team of young, dynamic innovators and pride ourselves on being independent and forward thinking. If it isn’t working, we’re not afraid to slow down and learn, before speeding up and implementing change. Our team are tapped into the ever-evolving financial landscape and by embracing cutting-edge tech, we don’t keep up, we set the pace.
