Stockbroking

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Stockbroking

  • Valuation methodology

    • I have done a great deal of work on valuing financial companies, including developing a groundbreaking methodology for valuing all financial companies using the same valuation basis;
    • I oversaw the analysis for all SA financials at Merrill Lynch, including banks, life assurers, short-term insurers, asset managers, microlenders and property companies;
    • I could help SA stockbrokers to improve their valuation methodologies for financial companies, including banks, life assurers, short-term insurers, asset managers, microlenders and property companies
  • Investment strategy

    • I have been involved with the investment strategy process of three stockbrokers in SA, namely Investec, BJM and Merrill Lynch and understand the process very well;
    • I could help SA stockbrokers (especially smaller ones) to improve their investment strategy process, especially insofar as reconciling top-down and bottom-up strategy.
  • Client strategy

    • I have experience in dealing with both local and international stock broking clients on both a high and low level;
    • On a low level, I have great experience in how to service clients, including written research, phone contact, presentations, corporate lunches, mini conferences, etc.;
    • On a high level, I have done a great deal of work on analysing revenue generation from different client types (large SA clients, mid-size SA clients, hedge funds, etc.) and tailoring the offering to enhance revenues;
    • I could help SA stockbrokers in analysing and increasing the efficiency of their client strategy and help individual teams within stockbrokers to improve their client delivery.

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