“ Number of private bank and wealth manager clients climbs 5% in the past year ”

- 2016 Top Private Banks & Wealth Managers survey

“ Increasing demand by clients to move investments offshore ”

- 2016 Top Private Banks & Wealth Managers survey

“ Only 4% of SA's fresh fruit is exported to Africa ”

- 2014 NDP Report

“ NDP aims to ensure an African language is taught in every school by 2019 from 10% currently ”

- 2014 NDP Report

“ NDP aims to improve life expectancy from 61.3 years to 70 years by 2030 ”

- NDP Report 2014

“ 28% of stockbroking clients trade ETFs, up from 18% in 2013 ”

- 2015 Top Stockbrokers Survey

“ 14% of stockbroking clients trade CFDs, down from 21% in 2013 ”

- 2015 Top Stockbrokers Survey

“ 90% of stockbroker clients are long-only equities traders ”

- 2015 Top Stockbrokers Survey

“ NDP target: 90% of households to have minimum sanitation standards by 2019 from 84% now ”

- 2014 NDP Report

“ Total revenue for wealth firms and private banks grew by an average of 22% in the past year ”

- 2016 Top Private Banks & Wealth Managers survey

“ Asset managers applying pressure to justify costs of research ”

- 2016 Ranking the Analysts survey

“ Regulators want asset managers to justify costs to end clients ”

- 2016 Ranking the Analysts survey

“ NDP goal: by 2019, 75% of pupils in grades 3, 6 and 9 should score at least 50% in literacy, maths and science ”

- 2014 NDP Report

“ 83% of clients rate their stockbroker ‘good’ or ‘excellent’ ”

- 2015 Top Stockbrokers Survey

“ 60% of stockbroker clients execute only one to three trades a month and 6% do more than 12 ”

- 2015 Top Stockbrokers Survey

“ Separating research and execution costs proving difficult ”

- 2016 Ranking the Analysts survey

“ Analyst time still skewed towards those firms that pay a lot for dealing ”

- 2016 Ranking the Analysts survey

“ Private banks and wealth managers manage assets worth close to R700bn ”

- 2016 Top Private Banks & Wealth Managers survey

“ The total value generated from BEE deals by the top 100 JSE-listed companies in the 20 years to end-2014 is R317bn ”

- The value of BEE deals

“ Staff schemes have gained R52bn in BEE deals by the top 100 JSE-listed companies over 20 years ”

- The value of BEE deals

“ Strategic investors have gained R196bn in BEE deals by the top 100 JSE-listed companies over 20 years ”

- The value of BEE deals

“ Community schemes have gained R69bn in BEE deals by the top 100 JSE-listed companies over 20 years ”

- The value of BEE deals

“ Mining has been the biggest creator of value in both absolute and relative terms in total BEE deals by the top 100 JSE-listed companies ”

- The value of BEE deals

“ Website security and platform efficiency are the most important factors to stockbroker clients ”

- 2015 Top Stockbrokers Survey
Facebook Twitter Linkedin

Introduction

 

We undertake significant research on various aspects of the financial services industry and capital markets.

That research allows us to help financial services companies, investors and the public at large to better understand the market and products available to them.

Our research ranges from market research of clients’ experiences through to full valuation and financial analysis of investment instruments.

These insights allow us to help financial services companies understand their markets better and shape their products to meet client needs. We also undertake bespoke research for clients looking to understand some aspect of the financial services marketplace or capital markets better.

Click on each of the links to the left to read more about specific areas of expertise.

 

Latest News