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Private Wealth

RF Private Wealth focuses on your total financial picture, designed to help you preserve your assets, evolve with the changing markets, and grow your wealth for future generations.

Commentary & Insights

PACK YOUR BAGS, LET’S BUDGET FOR VACATION! - Wheels up, let’s go! The summertime is a major designated travel time. Exploring the world, taking on adventures, navigating new spaces, and crea...

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Mid-Year Financial Check Up - Every year begins with the best of intentions, but bad habits are hard to break, particularly when it comes to money. June is a good month to revie...

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After the Graduation Party, the Financial Hangover - So, you have just graduated from university, successfully enduring years of lectures and countless hours in the library (most of you, anyways). No ...

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Explore Our Solutions

We believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. As a Private Wealth client, you will be assigned a dedicated Advisor who will serve as a direct line for all your wealth management needs.

Understanding the discerning nature of our clients, RF Private Wealth’s suite of products are customized based on our clients’ individual preferences and investment goals. You will also have access to premier credit facilities, including the exclusive RF Black card.

Trust & Estate Planning

Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.

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Investment Management

Our network includes only the highest calibre of local and international investment managers who provide market-leading results year after year.

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Our Experts

As a regional leader in wealth management, we bring our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the Caribbean.

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Exclusive Benefits

With unsurpassed rewards, worldwide acceptance and a host of international services, the Private Wealth Black MasterCard® Credit Card from RF is the only Card you need at home and abroad.

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Our Approach

Investing money to earn maximum, risk-adjusted, returns requires a well thought out strategy and current knowledge of the investment options. Our solutions are built around protecting solvency, minimizing volatility and generating greater returns in the long run.

We have a 5 tiered investment philosophy:

Our local and global research capabilities seek to maximize investment opportunities in companies and sectors that offer superior financial performance to our clients.

It all begins with a conversation

Our Advisors get to know you, your financial picture and your goals to help create a long term plan that evolves as your life does.

  • AML Foods Limited AML  + 5.59
  • Arawak Port Development Ltd APD  + 44.64
  • Bahamas First Holding Limited BFH  + 2.21
  • Bahamas Property Fund BPF  + 8.00
  • Bahamas Waste BWL  + 11.08
  • Bank of Bahamas BOB  + 4.34
  • Benchmark BBL  + 2.76
  • Cable Bahamas CAB  + 4.20
  • Colina Holdings Class Preference CHLA  + 1.00
  • Colina Holdings Ltd. CHL  + 11.25
  • Commonwealth Bank Ltd. CBL  + 5.10
  • Commonwealth Brewery CBB  + 11.00
  • Consolidated Water BDR CWCB  + 5.70
  • Doctors Hospital DHS  + 10.50
  • Emera EMAB  + 8.74
  • Famguard FAM  + 4.96
  • Fidelity Bank FBB  + 17.49
  • Fidelity Bank Series A Redeemable Preference FBBA  + 10.00
  • Finco FIN  + 13.88
  • FirstCaribbean CIB  + 14.30
  • Focol FCL  + 5.00
  • Focol Class B Perpetual Preference FCLB  + 1.00
  • J S Johnson JSJ  + 15.87
  • Prime Income Fund MF  + 8.04
  • RF International Alternative Strategies Fund MF  + 11.20
  • RF International Equities Sub Fund MF  + 14.26
  • RF International High Yield Fund MF  + 12.44
  • Secure Balanced Fund MF  + 10.68
  • Targeted Equity Fund MF  + 14.39