“ 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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Introduction

 

We help financial companies provide better services and consumers make better decisions.

Intellidex is a leading research and consulting firm that specialises in capital markets and financial services. Its analysis is used by investors, stockbrokers, regulators, lawyers and companies looking to understand capital markets in Africa. Its market and strategy research is used by banks, fund managers, stockbrokers, wealth managers and other financial service providers to better understand their market places.

Intellidex also blends top media experience with its financial analysis to publish highly influential reports based on its research. Our research-driven content is published in partnership with some of South Africa’s leading media companies. We

Our financial analysts produce research on financial instruments and investment strategy. This includes sell-side research on listed instruments and valuations in partnership with brokers and other firms.

Intellidex was founded in 2008 by Stuart Theobald, Vuyo Jack and Chia-Chao Wu.

We are independent and not affiliated with any financial services company or media house. We pride ourselves on the integrity and independence of our research.

We are also active internationally through our associate firm Leriba Consulting.

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