Financial Mail - Investors Monthly - - Cover Story -

IN THE TWO YEARS THIS FIRM has been oper­a­tional it has man­aged to build a solid busi­ness — re­flected in its third-place over­all rank­ing in our sur­vey.

Rand Swiss is not a reg­is­tered stock­bro­ker but op­er­ates through a fi­nan­cial ser­vices provider li­cence. It pro­vides good re­search and prides it­self on trans­parency and be­spoke fi­nan­cial so­lu­tions. It caters to all client archetypes, but fo­cuses mainly on so­phis­ti­cated ex­ec­u­tives. Now it wants to make stock­broking at­trac­tive for young savers. It presents work­shops and sem­i­nars and of­fers tax-free sav­ings ac­counts.

Clients with dis­cre­tionary lump sums avail­able are ad­vised to con­sider be­spoke man­aged pri­vate share port­fo­lios or on­line ex­e­cu­tion ac­counts.

The af­ford­able on­line trad­ing plat­form is a pow­er­ful tool for ac­tive day traders. Third-party providers fa­cil­i­tate on­line trad­ing. A wide va­ri­ety of de­riv­a­tives are avail­able. CFDs are backed into Ned­bank, Saxo Bank, Swis­squote and Ve­loc­ity Trade as coun­ter­par­ties.

The firm’s per­son­alised ap­proach is re­flected by the fact that 88% of clients in­di­cate that they have met with a rep­re­sen­ta­tive from the firm in per­son. And they’re a happy bunch, with their rat­ings plac­ing Rand Swiss fourth in the Peo­ple’s Choice sur­vey.

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