SPE­CIAL MEN­TION: MOST IM­PROVED BRO­KER

Financial Mail - Investors Monthly - - Cover Story -

IN­TEL­LIDEX IN­TRO­DUCED THE

IN­TEL­LIDEX IN­TRO­DUCED THE Most Im­proved Bro­ker award last year to recog­nise sig­nif­i­cant de­vel­op­ments that stock­bro­kers have made to im­prove their client of­fer­ings. Scores are de­ter­mined by a com­bi­na­tion of client feed­back and re­sponses to the ques­tion­naire sent to the firms.

Unum Cap­i­tal wins the award – for the sec­ond con­sec­u­tive year – on the back of strong client rat­ings and sig­nif­i­cant ad­di­tions it has made.

These in­clude a wealth man­age­ment ad­vi­sory team, a cryp­tocur­rency trad­ing plat­form, the launch of sev­eral al­ter­na­tive in­vest­ment port­fo­lios and a beefed-up for­eign ex­change of­fer­ing. Many of the changes were im­ple­mented as a re­sult of client de­mand. Clients gave Unum con­sis­tently high rat­ings.

Sec­ond-placed Sharenet in­sti­tuted an ex­ten­sive web­site and brand over­haul. New ser­vices in­clude ad­vice­based ac­counts, man­aged share port­fo­lios, man­aged ETF so­lu­tions, an RMB be­spoke note prod­uct and in­ter­na­tional se­cu­ri­ties.

Among nu­mer­ous prod­ucts in­tro­duced by third-placed EasyEquities is In­vest­sure, an in­ter­est­ing con­cept in that it pro­vides a safety net by in­sur­ing cer­tain shares in a client port­fo­lio against a sud­den drop in price. The firm has also launched EasyFX, en­abling in­vestors to fund their dol­lar ac­counts to in­vest in the US mar­ket.

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