“ 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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The Team

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Stuart Theobald, PhD, CFA

Chairman

Stuart is a co-founder of Intellidex and its executive chairman. He has 16 years’ experience covering financial services across Africa, first as a financial journalist and later as a financial analyst. As a journalist he received multiple awards for his investigative work on banks and the financial markets. As an analyst his work ranges from valuations to political analysis.

Stuart was educated at Rhodes University and the London School of Economics and has degrees in economics, philosophy and finance. He holds a PhD from the LSE and the Chartered Financial Analyst designation.


Chia Chao Wu

Chia-Chao Wu, CA(SA), CFA

Director

Chia-Chao is a co-founder of Intellidex and a director of the company. He has founded and developed various companies including Empowerdex, the leading black empowerment ratings agency.

Chia-Chao holds an MCom in corporate finance from Wits University. He is a chartered accountant and holds the Chartered Financial Analyst designation.


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Vuyo Jack, CA(SA)

Director

Vuyo is  co-founder of Intellidex and a director of the company. He is chairman of Empowerdex which he founded with Chia-Chao Wu. He is a director of various companies including the Public Investment Corporation. He is a commissioner on the Davis tax review committee, having been appointed by the minister of finance. He was nominated as a Young Global Leader by the 2009 World Economic Forum.

Vuyo holds a BCom from Wits University and is a chartered accountant.


Colin Anthony, Intellidex general manager

Colin Anthony

General Manager

Colin is GM of Intellidex and responsible for day-to-day operations. He joined Intellidex in 2010 as managing editor responsible for production of our media projects. He is a highly experienced financial journalist who has published and edited a variety of publications including Smart Investor, Business Day Management Review and Business Day Real Business.

Colin holds a BJourn & Media Studies degree and BA(Hons) in psychology from Rhodes University.


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Orin Tambo, CFA

Financial Analyst

Orin is a financial analyst at Intellidex responsible for various projects and equities research work. He has seven years’ experience as an analyst, economist and academic.

Orin holds a BSc(Hons) in economics from the University of Zimbabwe and holds the Chartered Financial Analyst designation.


Phibion Makuwerere, Intellidex analyst

Phibion Makuwerere, CFA

Financial Analyst

Phibion is responsible for a various research projects and analysis of various listed instruments. He has seven years’ experience in financial analysis and administration.

Phibion holds a BSc(Hons) in economics from the University of Zimbabwe and a diploma from the Institute of Bankers, Zimbabwe. He is also a Chartered Financial Analyst charter holder.


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Tina Shika

Administration Manager

Tina is responsible for the administration of Intellidex including finance and credit control.

She holds a Diploma in Financial Management and is studying her BCom, Financial Management.


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Nonhlanhla Kunene

Content manager

Nonhhanhla runs Intellidex’s sister site, www.savetaxfree.co.za and is produces the annual Guide to Tax-Free Savings published in partnership with Financial Mail. She also co-ordinates research into the TFSA market.

She holds a degree in Journalism and a certificate in Media Management.

 


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Heidi Dietzsch

Market research manager

Heidi joined in January 2017 to expand Intellidex’s market research capacity. She has a wealth of experience in this field.

Heidi has a postgraduate Diploma in Journalism and Media Studies from Rhodes University, a BA in Political Science and BA Hons in Development Studies from the University of Johannesburg.

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