Leadership in its business sector and significant contribution to the province’s economic growth has made BoE Private Clients’ Stockbroking division in KwaZulu Natal, the best in the region.
BoE Stockbrokers KZN won a Diamond Award in the annual regional PMR Africa survey, receiving a rating of 4.55 out of 5, which is one of the highest regional ratings across all sectors - higher than the listed blue chips in the region.
Brett Lambert, Head of BoE Private Clients in KZN says that in the wake of the grim financial markets, the award is particularly pleasing and “a real achievement”.
He says the ratings are determined by top decision-makers who measure strengths and weaknesses of various businesses in a number of sectors and used to reward the top-rated companies per sector in the region.
The award is not the first accolade for BoE Private Clients. It also scored tops in another rating in June this year, the Plexus Survey in which BoE Private Client’s range of unit trust funds achieved the number one ranking.
This number one ranking was in respect of its own range of domestic unit trust funds relative to more than 30 management companies participating in the survey.
Johann van Zyl, Head of Investments at BoE Private Clients, says: “We are extremely proud of the investment performance achieved.”
“As the only private client business in the country with its own dedicated in-house investment research and multi-manager team, BoE Private Clients is able to provide clients with the best possible attention when it comes to their investments. Service, high quality advice and investment performance are the cornerstones of our business”.
BoE Private Clients currently has in excess of almost R90 billion in assets under management and administration, with approximately R3 billion invested in the in-house domestic unit trust range. Of the total, approximately R1,35 billion is invested in a range of nine risk-profiled, multi-asset class Fund of Funds and about R1,6 billion in five single asset class ‘building block’ funds.