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About Us

Money at work

20+ years of helping our clients create and manage wealth

Who are we?

For over 25 years our mission has been to help our clients create and manage wealth. We pride ourselves on being industry leaders, not only in performance but also in innovation. Proof of our success is more than $2.2 Billion in capital raised for our corporate clients, over $1.4 Billion in assets under management and over $2.5 billion in assets under administration.

Our goal is simple - to be the premier Wealth Manager and Investment Bank in the Caribbean and the communities we serve through our client-first approach. We are a regional private bank which makes us especially attuned to the unique needs of our local clientele. We consistently introduce original products carefully designed with these needs in mind. We have also cultivated key relationships with best-in-class global partners that help us deliver the gold standard in investment management solutions.

These include:

Board of Directors

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Michael A. Anderson

Group President & Chief Executive Officer

Mr. Anderson is the President and Chief Executive Officer and a member of the Board of Directors of RF Bahamas and RF Barbados, positions he has held since 2007. He is a 30 year + veteran of the Fidelity Group, having started his career with the company as Vice President, CFO.

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Jillian Nunes

President & CEO

She manages the daily operations and oversees the Trusts and Estates services for the Group.

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Management Team

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  • ABV Investments Incorporated ABV  + 0.01
  • 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  + 23.88
  • Eppley Caribbean Property Fund SCC - Dev Fund CPFD  + 0.16
  • Eppley Caribbean Property Fund SCC - Value Fund CPFV  + 0.56
  • FirstCaribbean International Bank FCI  + 1.70
  • Goddard Enterprises Limited GEL  + 2.10
  • Insurance Corporation of Barbados Limited ICBL  + 1.78
  • One Caribbean Media Limited OCM  + 2.20
  • ROYAL FIDELITY PREMIUM INCOME FUND MF  + 1.70
  • ROYAL FIDELITY SELECT BALANCED FUND MF  + 6.04
  • ROYAL FIDELITY STRATEGIC GROWTH FUND MF  + 1.16
  • West India Biscuit Company Limited WIB  + 31.25