“ 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

“ 52% of clients have assets under management of between R1m and R3m ”

- 2018 Top Private Banks & Wealth Managers Survey

“ 39% of wealth clients have been with the same firm for more than 10 years ”

- 2018 Top Private Banks & Wealth Managers 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

“ 50% of clients rate their wealth manager as excellent and 31% as very good ”

- 2018 Top Private Banks & Wealth Managers Survey

“ 33% of clients rate the value for money they get from wealth managers as excellent, against 18% for transactional banking ”

- 2018 Top Private Banks & Wealth Managers Survey

“ R51.6bn value created specifically for charitable recipients through BEE deals ”

- 2017 Empowerment Endowment

“ 81% of clients are very likely or extremely likely to recommend their wealth manager to friends of family ”

- 2018 Top Private Banks & Wealth Managers Survey
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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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