cover story
Top Private Banks and Wealth Managers: Methodology
The awards are researched and prepared by Intellidex, a specialist financial services research house
The Top Private Banks and Wealth Managers awards is researched and prepared by Intellidex, a specialist financial services research house. This is the seventh year we have undertaken the survey. We develop it every year to ensure it best reflects the dynamics of the wealth management industry and that we are delivering a product that meets the needs of clients who use such firms. Our research process has two main elements. The first is a comprehensive questionnaire for the firms to complete. The main part of this consists of five typical client archetypes, for which we ask the firms to develop a service proposal. The intention is to clarify capabilities and areas of market specialisation. The five are: passive lump-sum investor, young professional, successful entrepreneur, wealthy executive and internationally wealthy family. We also interrogate the decision-making processes at the firms and their costs, and obtain details about staffing levels, offices and the size of the businesse...
Would you like to comment on this article?
Sign up (it's quick and free) or sign in now.
Please read our Comment Policy before commenting.
Subscribe now to unlock this article.
Support BusinessLIVE’s award-winning journalism for R129 per month (digital access only).
There’s never been a more important time to support independent journalism in SA. Our subscription packages now offer an ad-free experience for readers.
Cancel anytime.
Questions? Email helpdesk@businesslive.co.za or call 0860 52 52 00. Got a subscription voucher? Redeem it now.