“ 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

“ The percentage of private banking clients who feel they receive excellent value for money decreased from 25% in 2016 to 17% this year ”

- 2017 Top Private Banks & Wealth Managers survey

“ Of the 100 largest JSE-listed companies 87 conducted BEE deals, 35 of those included public benefit organisations ”

- 2017 Empowerment Endowment

“ Assets under management of R5.5 trillion, up from R4.7 trillion last year, while they spent about R1.9bn in brokerage last year and the previous year. ”

- 2017 Ranking the Analysts survey

“ R32.6bn in endowments 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% or 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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Introduction

 

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

We are a leading South African research and media company that brings together top financial analysis skills with media experience.

Our research-driven content is published in partnership with some of South Africa’s leading media companies. We also consult to a range of financial services companies to help them understand their markets better and produce better products.

Our financial analysts also 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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