“ 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
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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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