As part of the South Africa 2016 Wealth Report, we rated the top brokers and funds in South Africa. Results are based on a recent New World Wealth survey which focused on the preferences of South Africa’s super-rich.
Brokers are considered to be the best route of getting to wealthy people in South Africa. Therefore any fund manager, wealth manager or private bank needs to build strong relationships with individual brokers in order to get exposure.
South Africa: Top rated brokers for the super-rich, 2016
Most wealthy South Africans invest in local equity funds. They normally do this via a broker, pension fund, private bank, wealth manager or a family office. Our top rated equity funds for 2016 are listed below.
South Africa: Top rated equity funds for the super-rich, 2016
- Interviews with local millionaires. We interview 800 wealthy people (HNWIs) a year.
- Interviews with local wealth managers and financial intermediaries.
Criteria for ratings:
- Appeal to HNWIs.
- Client service.
*Andrew Amoils is Head of Research at New World Wealth