In addition to the acquisition and management of direct clients, the primary development target is represented by institutional clients: asset managers, funds, brokers and dealers.

A supplementary line of business is dedicated to reliable custody and execution services, along with other banking services for institutional clients such as funds, insurance companies and broker/dealers.

Britannia Bank & Trust holds an unrestricted Investment Fund Administrator (IFA) license to facilitate and/or arrange for the establishment of any of the Professional, Standard and SMART funds in The Bahamas and provide the necessary fund administration and custody services.