“ This year, as well as in 2016, the bulk of assets under management per client were between R3m and R10m ”

- 2017 Top Private Banks & Wealth Managers survey

“ 60% of private bank clients rate the quality of advice they receive as ‘very good’ or ‘excellent’ ”

- 2017 Top Private Banks & Wealth Managers survey

“ 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

“ 42% of clients chose their broker through word-of-mouth recommendations ”

- 2017 Top Stockbrokers 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

“ The percentage of wealth management clients who are “extremely likely” to recommend their institution declined to 53% from 78% last year ”

- 2017 Top Private Banks & Wealth Managers survey

“ This year, 35% of wealth management clients say they receive excellent value for money, down from 54% last year ”

- 2017 Top Private Banks & Wealth Managers survey

“ More than 70% of wealth management clients rate the quality of the advice they receive as ‘very good’ or ‘excellent’ ”

- 2017 Top Private Banks & Wealth Managers survey

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

- 2017 Empowerment Endowment
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Researching Capital Markets and Financial Services

Category: Archive

Business Day M&A Awards

There is less than a month to go to submit data for league tables as part of the Business Day Mergers & Acquisitions (M&A) Awards at www.bdma.co.za.

The 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.

Savca Industry Awards

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.

This year is the maiden year of the awards, coinciding with Savca’s 20th anniversary, which recognise exemplary companies that have received private equity or venture capital investment.

Entries for the inaugural Savca industry awards are still open at www.savca.co.za.  Winners will be announced at a gala dinner in November 2018.

Top Private Banks & Wealth Managers

South Africa’s top wealth managers and private banks have submitted their entries, a record number of clients have rated them on their capabilities and services, and the judging process has begun.

Winners will be announced at an exclusive awards event on 26 June. The survey report will be published in FM Investors Monthly magazine on 28 June.