“ 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

Latest News

Intellidex launches second NDP report

Intellidex is planning a second special publication on the National Development Plan following the highly successful debut edition in December last year, which was published as a pull-out supplement to Business Day. The first edition was full description of what the NDP was all about. In simple terms and using graphics for ‘quick-glance’ understanding of the concepts, it spelt out what each sector’s problems were that it needed to overcome, how the NDP proposes to overcome those problems and the targets the NDP set for that industry. The second edition will be an assessment of the progress made in implementing the NDP — by government departments and businesses. It will also focus on the debate: how it has shifted from the time of the NDP’s launch. This will include interviews with influential roleplayers.

It will be published in late November 2014. To see last year’s special edition click here.

Ranking the Analysts launched

The 2014 results of the Financial Mail’s Ranking the Analysts was launched to the institutional stock broking community on 28 May 2014. For the first time this year, the research was undertaken by Intellidex. Intellidex developed an innovative new web-based questionnaire system to obtain the confidential views of the asset management industry on the research and services provided by the sell-side. Intellidex also reviewed the methodology of the project and introduced a new brokerage-based weighting system for the rankings.

The published rankings are available here.

More information is available here.

UBS tops FM Ranking the Analysts survey

Global major UBS topped most of the rankings in this year’s FM Ranking the Analysts survey, with the research conducted by Intellidex. UBS wins the overall ranking for research, as well as for equities dealing — positions it held in last year’s survey too.

The Financial Mail Ranking the Analysts survey is the market-leading assessment of institutional stockbrokers, including a thorough assessment of research, dealing, sales and other issues. The results and research reports were published in the FM on 30 May 2014.

The published rankings are available here.

Information about the research process is available here.