“ 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

“ The percentage of private banking clients who feel they receive excellent value for money decreased from 25% in 2016 to 17% this year ”

- 2017 Top Private Banks & Wealth Managers survey

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

- 2017 Empowerment Endowment

“ Assets under management of R5.5 trillion, up from R4.7 trillion last year, while they spent about R1.9bn in brokerage last year and the previous year. ”

- 2017 Ranking the Analysts survey

“ R32.6bn in endowments 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% or 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

NDP publication in Business Day: a must read

Intellidex’s second publication on the National Development Plan was published as a supplement in Business Day on November 20. The online version can be found here.

Called ImpleB24MepoIYAAp5Yimenting the NDP, What Business (and Everyone Else) Needs to Know, this is the second NDP report put out by Intellidex in conjunction with Business Day. While the first, published in December 2013, was an easy-to-read guide of what the plan is all about, this year’s publication is an assessment of the progress made in its implementation  — by government departments and businesses. It also focuses on how the debate has shifted since the NDP’s launch.

It includes interviews with influential roleplayers, but there is also a strong focus on how the NDP is affecting people and communities on the ground. The NDP encompasses targets and proposals in a multitude of areas, ranging from pre-school nutrition programmes to high-end economic goals. This publication touches on various areas where specific projects guided by the NDP are being put into practice. Little by little, it is making a difference, and that is something South Africans should celebrate.

The publication doesn’t shy away from problem areas though: we highlight what they are but also show what processes or actions are being planned to overcome them.

This publication serves as an essential read for business and government leaders to ensure they’re keeping pace with the changes the NDP is bringing and to assess where they can contributue. But it is also a must-read for all South Africans: without wide public support and participation, the NDP will fail.

We have a number of copies available for educational institutions. If you are interested in obtaining copies for use in teaching or research, please email ndp [at] intellidex.co.za.

For more information on our involvement in the project, please click here.