TOP RELATIONSHIP MANAGER OF THE YEAR

CARLO AMORIM OF PSG WEALTH is Top Relationship Manager of the Year for the second year in a row, edging ahead of Unum Capital’s Taahir Joosab and Helen Haworth of Sasfin Securities. This award was introduced in 2019 to recognise individual excellence in the stockbroking sector. This has proved to be a highly competitive category, with many clients expressing high praise for their relationship managers. Wealth managers work hard to build relationships with clients and the trust that develops over time becomes particularly important in times of market stress, as is the case now with the effects of the Covid-19 pandemic. “Professional”, “dedicated”, “always ready and willing to help” were common client comments describing Amorim. He was also praised for his extensive market knowledge. The winner is determined by client nominations and the motivations they provide, weighted according to firm size and client base. Intellidex used a combined qualitative-quantitative assessment to determine the top three. A minimum of 20 votes is needed for consideration. Others who qualified for the award (listed in alphabetical order, not according to rankings) were: Gary Booysen (Rand Swiss); Leonard Dateline (Momentum Securities); Marius Grobler (Unum); Ferdi Heyneke (Afrifocus Securities); Justin Mathebula (Momentum); Fernando Moreira (Afrifocus); Sam Nganga (Afrifocus); Desmond Reilly (PSG Wealth) and Lino Sibiya (EasyEquities).