“ 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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Category: HIGHLIGHTS

Boutique scoops Wealth Manager honours

The 2018 Wealth Manager of the Year is Gradidge-Mahura Investments. The boutique firm, that celebrates its 10th birthday this year, dominates this year’s survey, also being ranked the People’s Choice of Top Wealth Manager, as well as being ranked the top wealth manager in two client archetypes: the young professional and the lump-sum invest

NFB Private Wealth Management is the 2018 Top Wealth Management Boutique while Standard Private Bank is this year’s Top Banking Services Firm.

 

Sanlam Private Wealth wins top manager award in the highly competitive Internationally Wealthy Family category and PSG Wealth rounds off the archetype awards, taking top honours in the Successful Entrepreneur segment.

Click here for Intellidex’s summary report on the survey. The full editorial report will be published in this week’s (June 28) FM Investors Monthly magazine.

SBG comes out tops in Ranking the Analysts survey

SBG Securities, the institutional stockbroker of the Standard Bank Group, tops the research rankings in this year’s FM ratings. It is the first time an SA-owned and operated broker has topped the tables in recent memory, edging last year’s top-rated firm, UBS, into third place after four years at the top. RMB Morgan Stanley gained a position to place second.

SBG raced up the rankings from fifth place last year. This year, its analysts took 35 finalist positions in the sector categories compared with 26 last year. It topped the rankings for several large sectors including beverages, insurance and telecommunications. That was helped by Rey Wium, who moved from Renaissance Capital to SBG last year. He took the top ranking in an unprecedented four different sectors.

Read the full report here.

 

FM Ranking the Analysts survey kicks off

The survey to determine SA’s top-ranked research analysts is under way. Candidates have been nominated and the voting process is kicking off.

Intellidex is conducting the research for the 2016 Financial Mail Ranking the Analysts survey for the third year with the results scheduled to be published to coincide with the awards ceremony on 25 May.

The prestigious survey has for many years been the leading assessment of institutional stockbrokers in SA.

One widely welcomed move last year was the introduction of the Young Analyst of the Year award, open to analysts under the age of 30. We will be presenting this awards again this year and believe it will become an integral part of the survey in the years ahead.

For more information and results of previous surveys, click here.