Business profile

Our awards

• PSG Wealth

  2019

  • Awarded Top Wealth Manager in the Intellidex Wealth Manager of the Year, winner Successful Entrepreneur and Young Professional archetype.

  
  

  2018

  • Rated in third overall in the Intellidex Wealth Manager of the Year and won the Successful Entrepreneur archetype.

  
  

  2017

  • Rated third in the People’s Choice category at the Intellidex Wealth Manager of the Year

  
  

  2016

  • Ranked second in the 2016 Intellidex Wealth Manager of the Year competition
  • First place as the top wealth manager for wealthy executives
  • Ranked as a top-three wealth manager preferred by clients

  
  

  2015

  • Overall runner-up in Wealth Manager of the Year
  • Top Wealth Manager for the up-and-coming professionals
  • Top Wealth Manager for Successful Entrepreneurs
  • ‘People’s Choice’ award as a top- three Wealth Manager preferred by clients

  
  

  2014

  • Runner up in the Business Day Investors Monthly 'Top Private Bank and Wealth Manager' award
  • Voted the top 'Wealth Manager for Successful Entrepreneurs'
  • Joint third place in the Business Day Investors Monthly 'Stockbroker of the Year' award

  
  

  2013

  • Winner of the Business Day Investors Monthly 'Stockbroker of the Year' award
  • Voted top 'Wealth Manager for Up and Coming Professionals'

  
  

  2012

  • Winner of the Business Day Investors Monthly 'Stockbroker of the Year' award
  • Morningstar Award for Moderate Allocations: PSG Wealth Moderate Fund of Funds
  • Winner of the Business Day Investors Monthly People’s Choice Wealth Manager of the Year

  
  

  2011

  • Winner of the Business Day Investors Monthly 'Stockbroker of the Year' award

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• PSG Asset Management

  2019

  • Raging Bull - Runner up: South African Management Company of the year
  • Morningstar - Runner-up: Best fund house - larger fund range)
  • Morningstar - Runner-up: Best flexible allocation fund: PSG Flexible Fund

  
  

  2018

  • Raging Bull - Runner up: South African Management Company of the year
  • Morningstar - Best Aggressive Allocation Fund
  • Morningstar - Runner-up: Best fund house - larger fund range)

  
  

  2017

  • Runner-up of the South African Collective Investment Schemes Management Company of the Year award
  • Raging Bull - Best South African Multi-Asset High Equity Fund
  • Morningstar winner of best aggressive allocation fund: PSG Balanced Fund
  • Morningstar runner-up to best South African equity fund: PSG Equity Fund
  • Morningstar joint runner-up to best fund house – larger fund range: PSG Asset Management

  
  

  2016

  • Plexcrown fund rankings Q4 2016
  • PSG Balanced, Flexible and Stable funds, all ranked with the highest five-Plexcrown status

  
  

  2014

  • First institutional mandate in excess of R1 billion
  • Surpassed the R20 billion mark for assets under management and R60 billion for assets under administration

  
  

  2013

  • Morningstar - Best South African General Equity Fund (1&5 years)

  
  

  2012

  • Raging Bull Award: PSG Equity Fund – highest total investment return of all General Equity funds over the preceding three years
  • Raging Bull Award: PSG Equity Fund – Best broad-based domestic equity fund over three years
  • Raging Bull Award: PSG Flexible Fund – Best performing fund in its sector over three years
  • Raging Bull Award: PSG Flexible Fund – Best performing fund on a risk-adjusted basis over five years

  
  

  2011

  • Raging Bull - Sector award: General Equity (3 years)
  • Raging Bull Award: PSG Equity Fund – Best in sector over three years
  • Raging Bull Award: PSG Balanced Fund – Best in sector over five years

  
  

  2010

  • Raging Bull Award: PSG Flexible Fund – Best performing fund in its sector over three years
  • Raging Bull Award: PSG Flexible Fund – Best performing fund in its sector over five years

  
  

  2006

  • Standard & Poor's Award: PSG Equity Fund – Best performing fund in its sector over three years

  
  

  2005

  • Raging Bull - Sector award: General Equity (3 years

  
  

  2004

  • S&P - Sector award: Flexible sector (3 years)
  • S&P - Sector award: Growth sector (1 year)

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• PSG Insure

  2019

  • PSG Insure Overall National Winner (best national broker) in the Old Mutual Insure 2019 Broker Awards
  • PSG Insure Centurion Short-Term branch named Top Regional National Broker for the Pretoria Region in the Old Mutual Insure 2019 Broker Awards

  
  

  2018

  • PSG Insure named National Broker of the Year for and Agricultural Lines by Santam
  • PSG wins Santam National Broker of the Year Award for Performance Excellence (Asset & Crop Combined)
  • PSG Meesterplan won Diamond Broker of the Year – 1st place at CIB’s 2018 Broker Awards

  
  

  2017

  • PSG Insure Overall National Winner (best national broker) in the Old Mutual Insure 2017 Broker Awards
  • Gold Winner in the National Group Schemes Category (best platform) in the Old Mutual Insure 2017 Broker Awards
  • PSG Insure Centurion Short-Term branch named Gold Winner in the National Broker Category (best-performing branch in Gauteng/North) in the Old Mutual Insure 2017 Broker Awards
  • PSG Insure recognised as the Santam National Broker of the Year for Commercial, Personal and Agricultural Lines
  • PSG Insure won Corporate Broker of the Year – 1st place at CIB’s 2017 Broker Awards
  • PSG Meesterplan won Diamond Broker of the Year – 1st place at CIB’s 2017 Broker Awards

  
  

  2016

  • PSG Insure wins Santam commercial insurance awards
  • National Broker of the Year for both commercial lines and agricultural and crop insurance

  
  

  2015

  • Broker of the Year for both commercial lines, and assets and crop insurance in the 2015 Santam National Broker Awards

  
  

  2014

  • Awarded the 'Portfolio Administration Award for Performance Excellence' and 'National Broker'
  • Award for Performance Excellence in Personal Lines' at the 2013 National Santam Broker Awards

  
  

  2012

  • National Broker of the Year for Commercial Lines and Agriculture at the 2012 National Santam Broker Awards.

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