Annual results presentation
for the year ended 31 March 2026
Customer first
We are committed to consistently delivering excellent customer service, advice and solutions to build deep trust and loyalty with our customers.
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.
We provide integrated, advice-led financial solutions that empower individuals and institutions to reach their investment destination. Our business is structured to deliver value across distinct but complementary lines of business focused on enabling better outcomes for our clients. Our new group structure enables us to fully realise our vision to transform each client’s financial journey through inclusive advice, intelligent technology and impactful solutions.
Corporate
We partner with retirement funds, employers and consultants to deliver institutional impact by designing and implementing employee benefit solutions that support workforce well-being and productivity.
We provide sustainability advice and solutions to corporates and retirement funds, including access to educational resources that promote responsible investing.
- Retirement fund benefits consulting services
- Retirement fund actuarial consulting
- Umbrella fund solutions
- Beneficiary fund administration
- Retirement benefits counselling
- Group risk administration services
- Health consulting
- Actuarial services
- Health management solutions
- Absenteeism, incapacity and disability reporting, management and consulting
- Retirement fund and corporate sustainability consulting and advisory
- Sustainability integration
- Impact measurement, monitoring, reporting and independent grading against the SDGs
- Impact grading as due diligence filter for capital allocations
- Sustainability-focused education for retirement funds and corporate clients
Retail
We offer vertically integrated retail advice and investment solutions, including financial planning, advice, retirement benefit counselling and member education. Our goal is to enable wealth accumulation by making financial advice and investing more personal, accessible and empowering for individuals and their advisers whether from Alexforbes or our independent financial adviser (IFA) partners.
- 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
Investments
Our investment platform enables wealth creation through best advice and multimanaged investments, administration and consulting services. Our multimanaged and bespoke investment strategies are tailored to meet the needs of institutional and retail clients. With over R733 billion in assets under management and administration, we are South Africa’s largest multimanager consistently delivering top-quartile performance.
- Investment consulting, including investments advisory, investments actuarial and report-backs to clients and advisers
- Portfolio construction, manager research and advice
- Investment solutions for institutional clients, independent financial advisers and individual investors
- Full range of solutions across private markets and hedge funds
- Investment management administration
- Environmental, social and governance (ESG) integrated investment strategies
Growth Markets
We extend the reach of our advice-led solutions to institutional and retail clients beyond South Africa. We provide retirement administration and consulting services, actuarial consulting, investment advisory and investment management services, and individual and wealth consulting services through our offices in Botswana, Channel Islands and Jersey, Namibia and Nigeria. We support multinational clients with tailored employee benefit solutions (pension, life, health, actuarial, investments, mobility and benefits expertise).
- Retirement fund consulting
- Actuarial consulting
- Asset and investment consulting
- Standalone and umbrella retirement fund administration
- Employee benefits consulting
- Retirement, investment, health and risk solutions to corporate and individual clients
- Actuarial consulting office
- Differentiator for multinational clients delivering employee benefits consulting and solutions and retirement, investment, actuarial, health and risk solutions to clients throughout Africa