The Onyx Partners Team has the expertise to advise and assist with the management, growth and governance of our client’s wealth.
CLIENT TRUST EXECUTIVES
Tulio Berdu joined the Onyx Partners team in 2019 after working as a fiduciary supervisor at a major Brazilian private bank’s Bahamas-based subsidiary. As Chief Operating Officer of Onyx Partners, he is responsible for managing the daily operations and working closely with the General Manager to ensure the efficient operation of the company in service of clients.
Mr. Berdu is fluent in English, Spanish and Portuguese and holds a Bachelors Degree in Business Administration from Pontifical Catholic University of São Paulo. He is also qualified as a Certified Financial Planner (CFP) and a Trust and Estate Practitioner (TEP).
Senior Trust Officer
Sherell joined the Trust team in 2021 and has over 25 years’ experience in the Financial Services Industry. Sherell worked previously at The Chase Manhattan Bank, Bank of America (Bahamas) and Butterfield Trust (Bahamas) Limited. Sherell has managed clients over a variety of portfolios consisting of a diverse range of assets held in Trust, Companies, Foundations, Private Trust Companies, Will Estate, Pension Administration and Managed Banks.
Sherell holds an Associate of Arts degree in Business Administration and a Bachelor of Arts (Hons) degree in Business Management as well as a Diploma in Financial Services from The Bahamas Institute of Financial Services and is currently pursuing her STEP certification.
Supported by our affiliate, Caystone Solutions, Onyx Partners has an extended
team consisting of:
7 Administrators &
Our team includes professionals
who are fluent in:
English, Spanish & Portuguese.
For more information call +242 397-6535 or email firstname.lastname@example.org
Wendy Warren is the Founder and Managing Director of Caystone. Prior to establishing Caystone Solutions, Ms. Warren spent 11 years as CEO and Executive Director of the Bahamas Financial Services Board, 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.
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 25 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 is a Chartered Accountant and holds a bachelor’s degree in Accounting from the University of Waterloo, Canada.
Julien D. Martel
Julien has over 30 years experience in the financial services industry and has worked in both Guernsey and The Bahamas where he was the Managing Director of the Bahamas office of a trust and fiduciary business with a global footprint.
He led the business while always keeping strong and close relationships with global clients, managing their highly complicated, cross-border planning needs. Julien has served as a director on a number of banks and trust companies and also spent time working as the Chief Operating Officer of a Multi Family Office.