“ 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

New market research manager at Intellidex

Intellidex has expanded its capacity and expertise in the field of market research with the appointment of Heidi Dietzsch as market research manager.

heidicroppedsmallIn evolving over the years into a specialist financial research house and consulting boutique, Intellidex has developed a strong market research capability. We’re now expanding that capacity into a dedicated market research unit, which Heidi heads up.

Heidi brings a wealth of experience and expertise in this field, having worked at IPSOS for eight years where she was extensively involved in numerous large-scale research projects.

“We’re excited about having Heidi on board,” says Intellidex chairman Stuart Theobald. “We have ambitious plans in terms of developing the market research side of the business. Heidi is the ideal person to build on our existing programmes and to develop new ones, while maintaining the high professional standards we set ourselves.”

Intellidex already conducts extensive market research in the retail and institutional stockbroking markets, the private banking and wealth management markets. It has also undertaken extensive market research historically in retail and commercial banking and various insurance and wealth management products. The research is undertaken through annual projects and through bespoke client engagements.

For more information about Intellidex’s capabilities please contact Stuart Theobald (stheobald@intellidex.co.za), Heidi Dietzsch (hdietzsch@intellidex.co.za) or Colin Anthony (canthony@intellidex.co.za).