Money at work
20+ years of helping our clients create and manage wealth
- About Us
- Services
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Mutual Funds
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Investment Management
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Investment Banking
As a leader in Caribbean investment banking and corporate advisory, RF offers a variety of services to assist governments and private companies.
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Group & Personal Pension Plans
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Personal Retirement Account
RF’s pension experts designed this account for new and existing retirees with lump sums of $100,000 or more wanting to safeguard or grow their money. The Account is a flexible term investment product, providing an attractive alternative to an annuity; however, it may not be suitable for all investors.
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Stock Brokerage
With our brokerage accounts, you gain access to a wide range of investment services and opportunities together with the benefit of the advice of RF’s professional and objective financial advice.
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Trust & Estate Planning
Advisors and Trust Officers assist clients in optimizing estate planning and asset protection strategies. We want to ensure that you are provided with a secure and effective solution for the safe and seamless distribution of assets, whether before or after death.
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Educational Investment Accounts
As your child takes the first steps toward the future, it’s important that you take the first steps toward seeing that a college education will be a part of it.
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Offerings
Visit this page regularly to see our current private and public offerings.
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Mutual Funds
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Client Document Updates 2021
Money at Work
RF is committed to helping clients create and manage wealth through a wide range of investment products and services.
USD $2.08
BILLION
ASSETS UNDER ADMINISTRATION
USD $1.06
BILLION
ASSETS UNDER MANAGEMENT
USD $1.88
BILLION
CAPITAL RAISED
20+
YEARS
IN OPERATION
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- ABV Investments Incorporated ABV + 0.30
- Banks Holdings Limited BHL + 4.85
- Barbados Dairy Industries Limited BDI + 3.00
- Barbados Farms Limited BFL + 0.40
- BICO Limited BCO + 3.11
- Cave Shepherd and Company Limited CSP + 4.20
- Emera Deposit Receipt EMABDR + 23.32
- Eppley Caribbean Property Fund SCC - Dev Fund CPFD + 0.16
- Eppley Caribbean Property Fund SCC - Value Fund CPFV + 0.56
- FirstCaribbean International Bank FCI + 1.78
- Goddard Enterprises Limited GEL + 2.08
- Insurance Corporation of Barbados Limited ICBL + 1.78
- One Caribbean Media Limited OCM + 2.20
- ROYAL FIDELITY PREMIUM INCOME FUND MF + 1.68
- ROYAL FIDELITY SELECT BALANCED FUND MF + 5.93
- ROYAL FIDELITY STRATEGIC GROWTH FUND MF + 1.13
- West India Biscuit Company Limited WIB + 31.26
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