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.
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.
Read MoreOur 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.
We believe that success is a continual process and the same applies to our investment strategy. Your Advisor is readily available for financial advice and any required amendments. Also, you are a key participant in any decisions made regarding your portfolio.
While asset allocation is critical in an asset management approach, it is strategic asset allocation that makes the difference. Our strategy has been developed on the premise that one size can’t fit all and we place focus on security selection and distribution across multiple channels.
We recognize that maximizing the performance of the investments is critical to capitalize on the final portfolio value and our fees are competitively priced to limit the impact on returns.
Our Private Wealth accounts include additional levels of customization and monitoring from the construction of a client’s investment portfolio to monthly reporting. This includes a quarterly performance report which your advisor is available to discuss at your convenience.
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.
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Commentary & Insights
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