FigTree Financial

www.figtreegroup.com

Welcome to the Family At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients' wealth - now and for generations to come. We understand that wealth gives you choices, and sometimes it can be overwhelming. Our job is to understand your financial vision and manage the delivery of that vision in the most efficient and effective way possible. IT ALL STARTS WITH YOU. At FigTree Financial we start with what matters to you. Not until we understand your personal goals, concerns and values do we recommend anything. Whether you want to maintain an enjoyable lifestyle, be generous to your heirs, support worthy causes or grow your wealth over time; FigTree Financial can devise a plan that meets your objectives. Wealth Enhancement The global financial environment is constantly changing. Our experienced team can steer you and your investments clear of potential impacts. We will recommend customized and dynamic solutions that will help plan for life’s unexpected changes. Careful monitoring keeps your plan on target and consistent reporting gives you a clearer overall financial picture. We develop a holistic approach, coordinating all aspects of your financial life. At FigTree Financial we go beyond conventional investing and can provide alternative strategies that can enhance returns and reduce risk to your portfolio. Wealth Stewardship Unfortunately family wealth is not self-perpetuating. Laying the foundation now can help pave the way for the next generation. We work with you to make your wealth sustainable, giving you confidence and peace of mind in your plan. We sit on your side of the table. DANIEL FARMER Chairman and CEO Daniel.Farmer@figtreegroup.net Office: +1 246 537 7800 Direct: +1 246 537 7888 CHRISTOPHER GREGORY Chief Investment Officer Christopher.Gregory@figtreegroup.net Office: +1 246 537 7800 Direct: +1 246 537 7802

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Welcome to the Family At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients' wealth - now and for generations to come. We understand that wealth gives you choices, and sometimes it can be overwhelming. Our job is to understand your financial vision and manage the delivery of that vision in the most efficient and effective way possible. IT ALL STARTS WITH YOU. At FigTree Financial we start with what matters to you. Not until we understand your personal goals, concerns and values do we recommend anything. Whether you want to maintain an enjoyable lifestyle, be generous to your heirs, support worthy causes or grow your wealth over time; FigTree Financial can devise a plan that meets your objectives. Wealth Enhancement The global financial environment is constantly changing. Our experienced team can steer you and your investments clear of potential impacts. We will recommend customized and dynamic solutions that will help plan for life’s unexpected changes. Careful monitoring keeps your plan on target and consistent reporting gives you a clearer overall financial picture. We develop a holistic approach, coordinating all aspects of your financial life. At FigTree Financial we go beyond conventional investing and can provide alternative strategies that can enhance returns and reduce risk to your portfolio. Wealth Stewardship Unfortunately family wealth is not self-perpetuating. Laying the foundation now can help pave the way for the next generation. We work with you to make your wealth sustainable, giving you confidence and peace of mind in your plan. We sit on your side of the table. DANIEL FARMER Chairman and CEO Daniel.Farmer@figtreegroup.net Office: +1 246 537 7800 Direct: +1 246 537 7888 CHRISTOPHER GREGORY Chief Investment Officer Christopher.Gregory@figtreegroup.net Office: +1 246 537 7800 Direct: +1 246 537 7802

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Employees

11-50

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Founded

2016

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Social

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  • Founder and Chief Executive Officer

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  • Chief Investment Officer

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  • Director - Legal , Regulatory and Compliance

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