Sasfin Wealth ranks top at the Intellidex Securities Brokers Awards

Sasfin Wealth has topped the rankings at the Intellidex Top Securities Brokers Awards 2022, retaining the title of Top Full-service Broker in South Africa for the third year running and with a new addition, the Lump-sum investor archetype award.

Commenting on the win, Sasfin Wealth, Head: Private Clients Flynn Robson said; “We are exceptionally proud to receive these latest awards, furthermore, we are excited about the opportunity that exists to expand our financial aspirations and to continue our investment journey with our clients”.

Intellidex has cemented its position as South Africa's top assessor of wealth, portfolio management, and stockbroking firms by providing a fair, thorough, and unbiased analysis of the country's investment services.

For instance, using three questioning and research techniques, the Top Securities Brokers survey has become the industry's most prestigious research project.

• First, a comprehensive questionnaire is sent to stockbrokers, asking for details of their products, pricing and market positioning.
• Second, a mystery shopping and desktop research exercise is undertaken by Intellidex analysts to verify information provided and assess transparency and responsiveness.
• Finally, a major online survey is undertaken of retail stockbroking clients.

Clients rank their brokers on numerous factors and provide real feedback and ratings from investors. In 2021 Sasfin Wealth scored a perfect 5 out of 5 for its client support, including research and educational tools, as well as 4.67 for its offline support.

Today, Sasfin Wealth provides a range of solutions, including discretionary management, deal and execution, wealth advice, fiduciary services, healthcare, and asset consulting. Sasfin Wealth is frequently credited with founding the private client portfolio management and stockbroking industries in South Africa.

“Our investment philosophy combines thorough fundamental stock-specific research, with focused analysis of the global economic environment. This philosophy translates into an in-depth investment process, ensuring we can navigate the global investment maze to achieve superior returns for clients” adds Robson.

The win is a great value-add for clients and reaffirms that they can certainly leverage the brokers’ market knowledge and execution and risk management skills as acknowledged by the industry.  “I would also like to take this opportunity to extend a personal thank you for your trust in Sasfin Wealth and look forward to building on our current relationship and brand promise” concludes Robson.

For more information about the awards, visit https://bit.ly/3D9w0KK