Introducing our group
Alexforbes is a diversified financial services company founded in 1935, providing a broad range of employee benefit solutions, retirement, healthcare and sustainability consulting as well as investment and wealth management solutions to both corporate clients and individual customers.
The company is dedicated to delivering impactful services and solutions for our clients and members, underpinned by integrated advice. We have built our reputation through an in-depth understanding of retirement, healthcare and investment dynamics to deliver best advice to clients, winning their trust and confidence in the process. Alexforbes is on a journey to become a member-oriented financial services provider.
The company has been listed on the Johannesburg Stock Exchange (share code: AFH) since 2014. Alexforbes’s strategic shareholders include African Rainbow Capital Financial Services Investments Proprietary Limited (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.
Retirement consulting
Retirment fund benefits consulting
Retirement fund actuarial consulting
Standalone retirement fund administration
Umbrella fund solutions
Beneficiary fund administration
Retirement benefit consulting
Healthcare consulting
Corporate and retail healthcare consulting
Health actuarial and technical advisory consulting
Absenteeism 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 and individual customers
Investment management administration
Individual consulting
Financial advice
Wealth management
Retirement planning
Risk and estate planning
Retirement benefits consulting
Member education
Multinational consulting
Multinational solutions
Differentiator for multinational clients – advisers employee benefit 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 benefit consulting, providing retirement, investment, health and risk solutions to corporate and individual clients
Impact advisory
Sustainability and ESG advice and solutions, including :
Retirement fund and corporate sustainability and ESG consulting
Sustainability strategy development
Impact measurement and monitoring
Affordable access to high-quality sustainability-focused education for both retirement funds and corporate clients
Investments
Alexforbes is South Africa's largest multimanager, with R525 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 difference that optimises client and member outcomes. Alexforbes’s consulting capabilities extend across retirement, investments, healthcare, actuarial, sustainability and ESG, 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 one educating, counselling and advising our members to achieve better retirement outcomes.