RAND SWISS

Financial Mail - Investors Monthly - - Cover story -

RAND SWISS PUT IN A PHE­NOM­E­NAL per­for­mance in this year’s sur­vey, win­ning the over­all award as well as the Top Ad­vice-Based Bro­ker Award. It is also the Peo­ple’s Choice win­ner, high­light­ing high lev­els of client sat­is­fac­tion.

Since its for­ma­tion in 2015, it has de­vel­oped three busi­ness units: stock­broking and trad­ing; as­set man­age­ment; and wealth man­age­ment. The client base is sep­a­rated into on­line ex­e­cu­tion and high-touch ad­vi­sory clients. It pro­vides strong re­search sup­port for traders as well as al­go­rith­mic trade ideas. The ad­vi­sory side ex­tends be­yond stock­broking to risk and fi­nan­cial plan­ning, tax and es­tate plan­ning.

While tra­di­tional in­vestors and ex­ec­u­tives with so­phis­ti­cated needs form the bulk of its client base, the firm caters well to all clients seg­ments, host­ing work­shops and sem­i­nars for younger savers. The firm fo­cuses on build­ing strong re­la­tion­ships with clients, who have shown their ap­pre­ci­a­tion with ex­cep­tion­ally high rank­ings through­out. It’s also at­tract­ing new clients at a healthy rate.

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