“ 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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Researching Capital Markets and Financial Services

SBG holds top spot among firms in analyst rankings

SBG Securities takes the top place in this year’s Financial Mail-Intellidex Top Analyst rankings for the second year in a row. The locally-based firm, part of the Standard Bank Group, has maintained its lead over international majors. RMB Morgan Stanley, the joint venture between Rand Merchant Bank and US firm Morgan Stanley, maintains its second-placed spot.

Awards were handed out a luncheon held at Times Media’s spanking new building in Empire Road on May 24, with comedian Nik Rabinowitz keeping the crowd highly entertained. The full report was published in that week’s Financial Mail and can found here.

Avior’s Richard Tessendorf and Kevin Mattison took top spot in the media category, which has become important as Naspers has grown into the biggest company on the JSE. Other important sectors including banks and retailers have stayed consistent with last year, with UBS’s Stephan Potgieter top-ranked in banks and Deutsche Bank’s Sean Holmes maintaining his top spot in general retailers. In total, of the 41 research categories, 25 had new top-ranked analysts.

And pointing to a promising future for SA’s, there were strong entries in the Young Analyst of the Year competition that is open to analysts under 30. Peregrine Securities’ Emlyn Flint won the award in the non-equities category and BPI Capital’s Lara Simpson was the best young equities analyst.

The FM rankings are the premier measure of the performance of institutional stockbrokers in providing research and other services to their clients.

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