Euromoney Private Banking and Wealth Management Survey (2018)
Winner of the Philanthropic Advice category for South Africa for the fourth year in a row
This involves an online survey of private bankers asking them to nominate the companies that they admire as the top providers of both competitive and non-competitive services.
Mobile Apps for Wealth Management Survey (2017)
Rated one of the top 5 mobile apps for wealth services globally
The survey is conducted by independent research firm MyPrivateBanking Research, which specialises in research on digital trends in wealth management and banking.
SA’s Top Private Bank and Wealth Manager Survey (2017)
Winners of the Wealthy Executive category
Winners of the Up and Coming Professional categories
Maintained our top three overall wealth manager position for the second year in a row
The Top Private Bank and Wealth Manager Survey is researched and prepared by specialist financial services research house Intellidex. The research process consists of two main elements. The first is a comprehensive questionnaire that the bank or wealth manager completes. The second is the online client survey, which determines the People’s Choice award. The questions are wide-ranging and designed to assess the different strengths and weaknesses of private banks and wealth managers.
Raging Bull Award (2017)
Nedgroup Investments Private Wealth Equity Fund (A)
Eight awards are given to the top-performing funds in the unit trust sector that attract the most money from investors. These funds include foreign-domiciled funds that have been approved by the Financial Services Board as suitable for South African investors. The PlexCrown fund rating methodology, which incorporates risk-adjusted returns and consistency of performance, is used to rate and rank funds forthese awards.
International Adviser (IA) Products and Services Awards (2017)
International Bank of the Year
These annual awards are judged and selected by a carefully balanced blend of industry experts and leading international financial advisors. Each category has a lead judge, a recognised independent expert in the field, who has worked with the IA editorial/awards team to draw up a shortlist in their area of expertise.
City of London Wealth Management Awards (2017)
Best UK Private Bank
This award involves a written submission to create a shortlist for each category, which is then put out to a public vote. An independent panel of expert judges verifies the winners.
Citywealth International Finance Centre Awards (2017)
Private Bank of the Year – Channel Islands
An international panel of highly respected practitioners from all sectors, who have experience working with advisors in each of the jurisdictions, forms the judging panel.
Investors in People (2017)
Gold standard
This is awarded following an independent assessment to ensure that the company continues to meet all the evidence requirements for the ‘Investors in People’ standard. We were first awarded the Gold standard in 2011 and received it again in 2014. The standard is reviewed every three years.
Euromoney Private Banking and Wealth Management Survey (2017)
Winner of the Philanthropic Advice category for Africa and South Africa
This involves an online survey of private bankers asking them to nominate the companies that they admire as the top providers of both competitive and non-competitive services.
Best Companies (UK) (2017)
3-star accreditation (highest standard of workplace engagement)
This survey measures what people want and expect from their working lives. It involves a set of 70 academically designed questions based on ‘8 factors of workplace engagement’. It is completely secure and anonymous, so respondents are free to say how they really feel. On completion of the survey the company receives a Best Companies Index (BCI) score – a measure of workplace engagement.
The Sunday Times 100 Best Small Companies to Work For (2017)
This award involves a company submission and staff survey that are analysed by Best Companies and then used to award a Best Companies Accreditation and, if applicable, a place on The Sunday Times Best 100 Small Companies listing.
3-star accreditation (highest standard of workplace engagement)
This survey measures what people want and expect from their working lives. It involves a set of 70 academically designed questions based on ‘8 factors of workplace engagement’. It is completely secure and anonymous, so respondents are free to say how they really feel. On completion of the survey the company receives a Best Companies Index (BCI) score – a measure of workplace engagement.
City of London Wealth Management Awards (2016)
Best UK Private Bank
This award involves a written submission to create a shortlist for each category, which is then put out to a public vote. An independent panel of judges verifies the winners.
Euromoney Private Banking and Wealth Management Survey (2016)
Winner of the Philanthropic Advice category for Africa and South Africa
Winner of the SRI/Social Impact Investment category for Africa and South Africa
Winner of the Succession Planning Advice and Trusts category for Africa and South Africa
This is an online survey of private bankers asking them to nominate the companies that they admire as the top providers of both competitive and non-competitive services.
International Investment Fund & Product Awards (2016)
Entries are by client submission and each category comes with a questionnaire that must be completed. In assessing a submission, the panel of judges look for commitment to the target market, level of consumer protection, appropriateness of the product range and/or services, use of technology and product innovation, levels of service, and support to distributors. In addition, an online voting system gives advisors the chance to nominate their favourite international products and providers. This is used in conjunction with the submitted questionnaires
SA’s Top Private Bank and Wealth Manager Survey (2016)
Winner of the Successful Entrepreneur category
In top three for overall wealth manager
The Top Private Bank and Wealth Manager Survey is researched and prepared by specialist financial services research house Intellidex. The research process consists of two main elements. The first is a comprehensive questionnaire that the bank or wealth manager completes. The second is the online client survey, which determines the People’s Choice award. The questions are wide-ranging and designed to assess the different strengths and weaknesses of private banks and wealth managers.
The Wealthbriefing GCC Region Awards (2016)
Best Private Bank – Client Service
The categories are focused around three main areas: experts (individuals and teams), products and services for wealth managers, and clients/institutions of all sizes and types. Independence, integrity and genuine insight are the watchwords of the judging process, which is conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.
The Sunday Times 100 Best Small Companies to Work For (2016)
This award involves a company submission and staff survey that are analysed by Best Companies and then used to award a Best Companies Accreditation and, if applicable, a place on The Sunday Times Best 100 Small Companies listing.
Best Companies (UK) (2016)
3-star accreditation (highest standard of workplace engagement)
This survey measures what people want and expect from their working lives. It involves a set of 70 academically designed questions based on ‘8 factors of workplace engagement’. It is completely secure and anonymous, so respondents are free to say how they really feel. On completion of the survey the company receives a Best Companies Index (BCI) score – a measure of workplace engagement.
International
International IFA