“ 57% of clients rate their broker's service as excellent, up from 40% last year ”

- 2017 Top Stockbrokers survey

“ 6% of stockbroker clients execute trades worth more than R100,000 a month ”

- 2017 Top Stockbrokers survey

“ 40% of stockbroker clients average monthly trades of R5,000 or less ”

- 2017 Top Stockbrokers survey

“ 52% of clients have assets under management of between R1m and R3m ”

- 2018 Top Private Banks & Wealth Managers Survey

“ 39% of wealth clients have been with the same firm for more than 10 years ”

- 2018 Top Private Banks & Wealth Managers Survey

“ Of the 100 largest JSE-listed companies, 87 conducted BEE deals, 35 of which included public benefit organisations ”

- 2017 Empowerment Endowment

“ R32.6bn in endowments are now held by foundations set up as a result of BEE deals that will support charitable activities ”

- 2017 Empowerment Endowment

“ 50% of clients rate their wealth manager as excellent and 31% as very good ”

- 2018 Top Private Banks & Wealth Managers Survey

“ 33% of clients rate the value for money they get from wealth managers as excellent, against 18% for transactional banking ”

- 2018 Top Private Banks & Wealth Managers Survey

“ R51.6bn value created specifically for charitable recipients through BEE deals ”

- 2017 Empowerment Endowment

“ 81% of clients are very likely or extremely likely to recommend their wealth manager to friends of family ”

- 2018 Top Private Banks & Wealth Managers Survey
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Researching Capital Markets and Financial Services

Category: Archive

Business Day M&A Awards

The Business Day Mergers & Acquisitions (M&A) Awards will include league tables for financial advisors, legal advisors, reporting accountants, investor/media relations, private equity practitioners and sponsoring brokers. They’ll also include awards voted for by senior corporate leaders following a rigorous judging process. Visit www.bdma.co.za  for more information.

Savca Industry Awards

Entries for the inaugural Savca Industry Awards are closed and the winners will be announced at a gala dinner in November.

The goal of the Southern African Venture Capital & Private Equity Association is to entrench the Savca Industry awards as a way of recognising excellence in portfolio companies of the private equity and venture capital industry.

Top Private Banks & Wealth Managers

An exhaustive judging process, incorporating the opinions of a record number of 7,758 clients, is complete and winners in the 2018 Top Private Banks & Wealth Managers survey will be announced on Tuesday evening at The Venue Green Park in Sandton.

These prestigious awards are a highlight for the sector and Intellidex’s survey, conducted in partnership with Financial Mail Investors Monthly magazine, offers the only independent assessment of SA’s wealth managers.