A solution that evolves with you
You’ve worked hard to create and protect your family’s wealth. We’ve worked hard to grow our reputation as premium wealth advisors within the Caribbean. Now let us work for you and help preserve your assets, plus grow your investments with expert advice and services tailored to your needs.
A dedicated wealth advisor
Each private wealth client is assigned a responsive personal liaison who learns their unique investment goals. From investment management to estate planning, they are here for all your wealth management needs.
Proactive investment advice
With a dedicated advisor who intimately knows your goals and future plans, you get an expert who is regionally based, globally connected and constantly on the lookout for personalized opportunities.
Priority access to local markets
Leveraging our corporate finance arm, our advisors provide access to exclusive Caribbean investment opportunities and connect you with those best aligned to your financial goals.
The RF Black Card
Our exclusive, invitation-only card is accepted worldwide and includes local discounts and international benefits from airport concierge to luxury hotel bookings.
Ready to find out more about Private Wealth services?
Our team is happy to meet and discuss how our private wealth program can work for you. Free up your time with a dedicated advisor and ensure that the wealth you have worked hard to create and grow continues to serve as your legacy for generations to come.
Looking for Private Wealth services plus Trust and Estate Planning? Ask about our Private Wealth Premier Plan.
Research and analysis
Our advisors have the local and global expertise to recommend investment opportunities that are not only a good fit, but offer superior financial performance to our private wealth clients. Due diligence is always a part of our process.
Discussion and decisions
Our financial advisors believe that relationships are key to investment success. We take the time to know our private wealth clients and their investment preferences, then map out a strategy. Clients are always involved in any decisions and happy to answer questions anytime.
Asset allocation
Strategy makes the difference when it comes to allocating assets. Ours is tailored to the goals and interests of private wealth clients, with an added eye to distribution across multiple channels.
Competitive fees
Our fees are competitively priced to limit the impact on returns, so the performance of the investments is maximized and your final portfolio value remains paramount.
Regular reporting
Customization and monitoring are key to our private wealth clients’ investment portfolio. A quarterly performance report provides a focus for regular discussions, and monthly reporting is standard.
Our five tiered investment philosophy >
Investing money to earn maximum, risk-adjusted, returns requires a well thought out strategy and current knowledge of the investment options. Here’s the approach that our dedicated advisors take in serving our private wealth clients:
The RF Black Card
Our exclusive RF Black MasterCard® Credit Card is accepted worldwide and includes local discounts and international benefits. This card is your gateway to special offers at over 1000 international luxury hotels and resorts, plus access to over 850 VIP airport lounges.
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Discover our other services
Global Investments
Learn more about RF Bank & Trust global investment services, connecting our clients with a world of opportunities including offerings from world-leading investment management firms with a range of fund management styles.
Private Equity
At RF Bank & Trust, we aim to connect our clients with the opportunity to make innovative investments in our local economy. Find out more about our RF Strat Equity Fund today.
Banking services
RF Bank & Trust is proud to offer clients a full suite of banking services and specialist solutions. Find all the services you need in one place, from people you trust.
Want to know more?
Here are some answers to our most frequently asked questions
Yes — we can plan ahead to ensure funds are available when you need them.
We offer strategies to help transfer
wealth thoughtfully and efficiently.
How can I prepare for major life changes? We review your plan regularly to ensure it
reflects any personal, professional, or financial change
Income from your investments can be reinvested or distributed based on your preferences.
Insights about Private Wealth
RF Brings Relief with Hurricane Hygiene Kit Donation to DRM Authority
1 week agoRF Bank & Trust (Bahamas) Limited (RF), as part of its annual community impact campaign, has announced a generous donation of 1,650 hurricane hygiene kits to the DRM Authority. The kits include essential toiletries and other personal care items to support sanitation and recovery efforts for Bahamians who need to seek shelter.
RF Strengthens Regional Leadership with Eight Executive Appointments — Seven of Them Women
2 weeks agoIn one of its largest promotional exercises to date, RF Group (RF) has announced eight executive-level appointments across its regional network. The promotions come as RF, a leading investment bank and wealth manager, continues to strengthen service delivery, enhance in-house expertise, and expand its footprint across the Caribbean.
