“ 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

“ 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

“ 42% of clients chose their broker through word-of-mouth recommendations ”

- 2017 Top Stockbrokers 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

“ 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% of 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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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 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, following some changes introduced last year, we are continuing to 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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