Intellidex founded the Top Private Banks & Wealth Manager Awards in 2012 and the survey has entrenched itself as the premier independent assessment of the wealth management sector. The Top Private Banks & Wealth Managers survey is based on a comprehensive survey of the wealth managers and private banks as well as their clients, with high emphasis placed on client rankings of their firms across an extensive list of categories.
There are three categories of overall winners with awards also for the best-performing firms in different client segments. Mosaic Family Office placed in the top for the segment "Internationally wealthy family".
Hennie Loubser, CA(SA), CFA, the chief executive officer of Mosaic Family Office, responded: 'We are delighted to receive the recognition, and congratulations to all the other winners. In many ways we are only starting to optimise our solutions to solve the complex financial problems of our family office clients. We remain committed to continue our relentless focus on offering comprehensive family office solutions. Our Constructed Outcome Investment Principles is a robust investment framework that has allowed our clients to achieve their financial goals.'
Mosaic Family Office is a leading provider of family office services in South Africa. The firm provides niche and tailored professional services to affluent individuals, their families, and their related businesses. Mosaic Family Office takes a holistic and multi-disciplinary approach to creating solutions that allow clients to protect and manage their wealth for current and future generations.
Intellidex services a world-wide client base of blue-chip investors, banks and other companies. The company has evolved into a specialised market research capability and a financial services strategy consulting service through which we support banks and other providers to develop their businesses.