“ 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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Financial Mail Ranking the Analysts

Intellidex is conducting the research for the prestigious Financial Mail Ranking the Analysts survey for the fourth year.Analyst of the year award

The survey has for many years been SA’s leading assessment of institutional stockbrokers.

The 2018 edition of Ranking the Analysts can be downloaded here.

The 2017 edition of Ranking the Analysts can be downloaded here.

The 2016 edition of Ranking the Analysts can be downloaded here.

The 2015 edition of Ranking the Analysts can be downloaded here.

The 2014 edition of Ranking the Analysts can be downloaded here.

We were chosen as the partner for this prestigious survey having developed a solid reputation for research, particularly within the financial services industry. Our aim is to ensure that Ranking the Analysts is produced to the same high standards as it always has been.

We have retained the essential structure and system that has proved popular and valuable for so long. However, we continually tweak the project to ensure it continues to meet the needs of the sell and buy sides, particularly following feedback we received.

One widely welcomed move was the introduction of the Young Analyst of the Year award in 2015. The award is open only to analysts under the age of 30. There are two sections: equities research and non-equities research.

The awards are decided by a panel of judges convened by the CFA Society of South Africa.

Apart from the published results, Intellidex also produces an in-depth report for stockbrokers based on the research. For more information please email analysts@intellidex.co.za.

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