Introducing our group
Alexforbes is a leading diversified financial services company that provides a range of employee benefit solutions, retirement, health and sustainability consulting and investment and wealth management solutions to corporate clients, financial advisers and individual customers.
We deliver impactful services and solutions underpinned by our integrated advice-led approach. We have built our reputation through an in-depth understanding of retirement, health and investment dynamics to deliver best advice to clients, winning their trust and confidence in the process.
The company has been listed on the Johannesburg Stock Exchange (share code: AFH) since 2014. Alexforbes’s strategic shareholders include ARC and New Veld LLC (99% owned by Prudential Financial Inc., a publicly listed company on the New York Stock Exchange).
The investment in our business by ARC and Prudential affirms confidence in Alexforbes and its future growth, sustainability and value creation.
Customer first
Our customers are at the centre of our business as we pioneer insights to deliver advice and solutions which impact their lives.
Integrity
We act with integrity. We are truthful, ethical and transparent.
Care
We care for each other, our clients, our communities and the environment .
Leadership
We all have leadership qualities and aim to drive growth in ourselves, in others and in our business. We lead by example.
Alexforbes provides integrated independent financial advice and solutions spanning across retirement fund consulting and administration, healthcare consulting, investments and wealth management. We impact people’s lives by delivering insight and advice to individuals, employers and retirement funds.
Our business lines
Retirement consulting
• Retirment fund benefits consulting
• Retirement fund actuarial consulting
• Standalone retirement fund administration
• Umbrella fund solutions
• Beneficiary fund administration
• Retirement benefits consulting
Healthcare consulting
• Corporate health consulting
• Health actuarial and technical advisory consulting
• Absenteeism, incapacity and disability reporting, management and consulting
Investments
• Investment consulting, including investments advisory, investments actuarial and report backs to multimanager clients and advisers
• Multimanager portfolio construction, manager research and advice
• Investment solutions for institutional clients
• Investment management administration
Impact advisory
Sustainability advice and solutions, including:
• Retirement fund and corporate sustainability consulting
• Impact measurement, monitoring, reporting and independent grading against the UN SDGs
• Impact grading as a due diligence filter for capital allocations
• Affordable access to high quality sustainability-focused education for retirement funds and corporate clients
Individual consulting
• Financial advice, wealth management, retirement planning, risk and estate planning
• Retirement benefits counselling and member education
• Investment solutions for individual customers
• Services to retail IFAs, including our discretionary fund management (DFM) capability
• Automated advice and digital enablement of investment management
Multinational consulting
Multinational solutions
• Differentiator for multinational clients – delivers employee benefits consulting and solutions and retirement, investment, actuarial, health and risk solutions to clients throughout Africa
Namibia and Botswana
• Retirement fund consulting
• Actuarial consulting
• Asset and investment consulting
• Standalone and umbrella retirement fund administration
Channel Islands
• Employee benefits consulting
• Retirement, investment, health and risk solutions to corporate and individual clients
Nigeria
• Actuarial consulting office
Investments
Alexforbes is South Africa’s largest multimanager, with R599 billion in assets under administration and assets under management.
Our investment philosophy aims to consistently deliver competitive investment returns while protecting downside risk, adding value for our clients and serving them well in volatile markets.
Our global partnerships, heritage, expertise and scale uniquely position us as the preferred investment destination for corporate and individual clients seeking superior investment solutions.
Administration
Alexforbes is the largest standalone administrator and the second largest in the umbrella fund market with over one million members.
As an entry point into corporate ecosystems, we build trust with our clients by driving automation to reduce cost and risk.
Consulting
We are independent and advice-led, a key differentiator that optimises client and member outcomes. Alexforbes's consulting capabilities extend across retirement, investments, health, actuarial and sustainability, including multinational and individual consulting.
By equipping advisers and intermediaries with leading research and advice, we empower them to deliver exceptional consulting services to clients.
Individual consulting
Our value proposition is providing independent advice and solutions to influence the right financial decisions throughout our clients’ lives.
Our focus is on educating, counselling and advising our members to achieve better retirement outcomes.