Services

Investment Management

Want to move your business further, faster? We work alongside you to understand your objectives, then design investment strategies that work for your needs. The RF Investment Management Account (IMA) combines sound investment advice, personalized service, and expert management for businesses of all sizes.

Grow your wealth with tailored investment management advice

LONG-TERM BUSINESS INVESTMENT STRATEGY

As a business owner, you need to focus on your operations. But you also want to keep your hard-earned cash working hard. Let us shoulder the financial complexity with investment management solutions that allow you to stay focused on growing your business. With decades of regional insight and global reach, we support entrepreneurs at every stage. From early expansion to mature operations.

Experienced management

Backed by over 25 years of experience and partnerships with leading global institutions, we deliver customized investment, financing, and corporate banking solutions.

A long-term partner for your business

Our entrepreneurial mindset means we adapt as your needs evolve. From working capital to strategic investments, we offer a full portfolio of solutions that scale with your vision.

Connected to global markets

Your dedicated relationship manager provides seamless access to specialists across our international network, ensuring your business benefits from global insights and opportunities.

Personalized service

Your investment advisor follows you through the life of your business, combining insights and expertise with a deep knowledge of your business to support you through all stages of growth.

Learn how we can help

Make your investments work as hard as you

No business is “just business”. The hard work you put in makes it personal. That’s why we strive to be your financial partner, getting to know your business and goals, and offering strategic solutions across every time horizon.

Let's grow together

Establish your investment goals and objectives

Your RF advisor discusses your financial situation, risk tolerance and time horizon, then develops an Investment Policy Statement (IPS) tailored to you.

Enjoy dedicated portfolio monitoring by experts

RF investment professionals, led by your investment manager, monitor your portfolio and keep you informed.

Receive regular account updates and reviews

Your investment manager is available anytime to discuss your business portfolio performance, and reaches out proactively.

How does it work?

Our expert advisors tailor your portfolio and monitor its progress

Discerning investors know the value of advice, especially when it comes to maximizing returns for their business. Our expert guides build and manage your portfolio your way, to create the best informed, diversified investments based on your business goals.

Explore your options or speak with an advisor

Discover our other services

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Global Investments for Business

Learn more about RF Bank & Trust global investment services, connecting our clients with a world of opportunities through global offerings from world-leading investment management firms with a range of fund management styles.

Learn More

Mutual Funds

Make your money work harder for you with mutual funds from RF Bank & Trust. Learn more about the different designed options to suit every client’s financial goals and risk tolerance.

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Insights about Investment Management

More News & Updates

Insight

Direct Deposits To Your Account

6 days ago

Providing premier, efficient financial solutions continues to be our top priority at RF, and in service of this vision we are pleased to now offer clients the opportunity to credit their accounts directly via any domestic mobile banking app or web portal of their choosing.

Press Releases

RF Brings Relief with Hurricane Hygiene Kit Donation to DRM Authority

4 weeks ago

RF 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.