Intellidex Top Private Banks & Wealth Managers Awards
Centric Wealth Advisory were big winners once again in the 11th annual Intellidex South African Top Private Banks and Wealth Managers Awards for 2022.
This rigorous review of private banking and wealth management services has established itself as South Africa’s leading assessment of the industry.
The Intellidex Top Private Banks & Wealth Managers Award winners were selected as a result of survey feedback from over 8 600 clients from 50 wealth management firms and 9 private banks, as well as peer scores. Client feedback was given the greatest weighting. The sample size is considered to be a meaningful reflection of the views of the universe of clients of South African private banks and wealth managers
Centric Wealth Advisory’s 2022 awards
Centric Wealth Advisory were crowned Overall winner for Top Wealth Manager Boutiques – jumping from 5th position in 2021. This is huge achievement for such a young Firm.
Centric Wealth Advisory also scooped 1st place for People’s Choice: Wealth Managers for the second year running. This award is determined solely by client satisfaction ratings. They also won the Archetype Award: Entrepreneur, rising from 4th position in 2021.
As one Centric client commented in the survey: “They are professional and friendly. Everything is explained in detail. Any questions or requests are answered appropriately in excellent time. I trust my finances are being well cared for irrespective of the size of my portfolio.”
The firm also placed in the top 3 in other Archetype Awards:
- Young Professional – 2nd, up from 3rd place in 2021.
- Lump-sum Investor – 3rd place.
- Retiree – 3rd place in this new category.
Centric Wealth Advisory Executive Director, Charles McAllister says, “We are incredibly proud of our team. This award is a great testament to the hard work we’ve done. Winning the People’s Choice Award for a second consecutive year is especially meaningful, because this award is given purely on client feedback. We once again thank our clients for entrusting us as custodians of their capital.”