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 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.
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.