The following brokers

did not participate in the 2020 survey and the information is derived from Intellidex’s knowledge of the firms combined with client feedback.

Investec Wealth & Investment offers a personalised service and aims to support clients through every life stage. The bank doesn’t believe in a one-size-fits-all approach and considers the unique needs of every client. Its services include retirement planning, tax planning, estate planning and lifestage planning. The stockbroking

division has access to macro, industry and company analysis from the world’s best research houses.

Nedbank Private Wealth caters well for all client segments and prides itself on providing clients with a personal wealth plan that is regularly reviewed. Its international presence and knowledge of local regulations ensure clients with complex multijurisdictional challenges are supported. Stockbroking clients have access to a wide range of investment instruments, execution services

in derivative trading, as well as comprehensive trading ideas and full exposure to shares, currencies and commodities.

Sanlam Private Wealth manages a comprehensive range of local and global equity-only or multi-asset portfolios that include Shariah-compliant portfolios. It also collaborates with other providers to offer collective investments, private equity, hedge funds and structured products. Sanlam iTrade is an online stockbroker that caters well for all client segments.