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.