“ 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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Market Research

Since 2008 Intellidex has established itself as a leader in a wide variety of financial industry research. It now operates a dedicated market research unit.

Intellidex occupies a unique position in combining high-level financial industry knowledge and analysis with its research. As a result it is particularly well equipped to undertake research at the top end of the market including high net worth individuals and senior corporate management. It is particularly strong in all aspects of wealth management and stockbroking, both retail and institutional.

Intellidex undertakes large annual surveys in retail stockbroking and private banking, which supports its market research as well as strategy consulting it provides to the market. In has also undertaken major market research projects on business banks and retail banks. The company has also undertaken the research for the Financial Mail analysts rankings since 2015.

The Intellidex team includes four holders of the Chartered Financial Analyst designation and two Chartered Accountants, supported by a research and  editorial team. Due to its size and specialised focus, the company is uniquely able to work on complex financial industry products and services.  Intellidex is trusted to bring excellent financial services knowledge to analyse clients’ market places.

We excel in designing concise, customised questionnaires, informed by behavioural science that provides the information clients seek.  Intellidex specialises in online surveys, but can also employ other interviewing methods, including telephone surveys, mobile surveys, face-to-face surveys and social media research.

Intellidex applies advanced statistical and qualitative analysis to ensure that data provides actionable intelligence about the market place. Results are communicated in insightful, easy-to-use formats.

For more information, contact Colin Anthony or Stuart Theobald.

 

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