RF Bank Celebrates Cayman Office & Unveils Investment Product

Team Members & Partners of RF Bank & Trust at Grand Old House (L-R): Allan Shine, TSC Financial Services, Jim Wilson, RF VP of Investment Banking, Brett Hill, RF (Cayman) CEO, Jackie Cleare, RF AVP & Group Head of Operations, David Van Onselen, RF VP of Advisory Services, Rachael Allahar, RF Group Head of Marketing, Michael Anderson, RF Group President, Cleora Farquharson, RF VP & Group Head of Pension Services, Jillian Nunes, RF (Barbados) CEO, David Slatter, RF VP & Group Head of Investment Management, Yendi Parchman, RF Pension Administrator.

(GRAND CAYMAN, CAYMAN ISLANDS) RF Bank & Trust (RF), a regional investment bank and wealth manager, recently hosted a private event to celebrate the expansion of the brand to the Cayman Islands. Guests gathered at the Grand Old House for a meet and greet with the executive management team.

RF Group President, Michael Anderson, explained that the event had been in the making for the past two years as the Cayman office first opened shortly before the pandemic in 2020.

“Instead of hosting our grand opening we were faced with transitioning our team to remote work, much like the rest of the world, while also pivoting business operations to handlemultiple curveballs,” commented Mr Anderson. “Two years later, we are here and more resilient than ever.”

Mr Anderson went on to explain that the company received the necessary approvals to officially change the Fidelity Pension plan name to the RF Pension Plan earlier this year which acted as the catalyst for finalizing the long-awaited event.

The event also marked the launch of the latest products the investment management group will be offering in Cayman, RF Global Invest. The eight new strategies will provide a cost-efficient investment solution that allows for diversification across asset classes and global markets.

“The Global Invest product is for sophisticated investors that are looking to gain broad exposure,” stated Brett Hill, President & CEO of RF Bank & Trust (Cayman) Ltd. “Clients will now be able to build a portfolio that suits their risk appetite and combines low-cost ETF strategies, actively managed mutual funds, US Large CAP Growth and US Large CAP Value asset managers.”

With a wide selection of investment products and advisory services, Mr Hill expressed confidence that RF is positioned to cater to the varied needs of the Cayman market. For more information on this and other RF investment products, investors can visit: www.rfgroup.com


About RF

Since its inception in 1997, RF has been committed to helping our clients create and manage wealth. We are your regional private bank connecting clients in The Bahamas, Barbados and the Cayman Islands with the best in local and international investments. Collectively, we have helped clients raise in excess of USD $2 Billion in capital and we have $2 Billion+ assets under administration. Offering a wide range of investment products and services, our financial solutions are designed to help individuals and corporate clients meet and achieve their investment goals.

These include Mutual Funds, Investment Management. Investment Banking, Group &
Personal Pension Plans, Personal Retirement Accounts, Stock Brokerage, Trust & Estate
Planning and Educational Investment Accounts.

For more information, please visit http://www.rfgroup.com and follow us on Facebook

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