Introducing our group

Introducing our group

Who we are

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 group’s principal geographic focus is South Africa which contributes 92% of total group revenue. The group also has business operations outside of South Africa comprising Botswana, the Channel Islands, Namibia and a representative office in Nigeria. We have 2 794 employees, dedicated to making an impact on people’s lives.

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.

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Our vision

To be the most impactful provider of financial advice serving both institutional clients and  individual customers

Our purpose

We pioneer insight to deliver advice and solutions that impact your life

Our values

Our values are the beliefs we live by. They guide our relationships, actions and behaviours.

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.