Alex Forbes Executive and Leadership Team

Poloko Masitara, the Chief Executive Officer at Alex Forbes, directs the overarching strategic vision for the financial services group. Masitara architects high-level initiatives focused on retirement and investment dynamics to ensure the firm maintains a competitive edge in the South African market. By aligning internal resources with the needs of retirement funds and individual clients, the Chief Executive Officer drives sustainable growth across the organization. This leadership role involves constant collaboration with the board to refine the advice-led framework that defines the company. Poloko Masitara monitors market shifts to adjust service delivery models, ensuring that the firm remains a trusted partner for employers. Through rigorous oversight of core business units, the Chief Executive Officer secures the long-term stability of the brand. Ultimately, Masitara fosters a culture of excellence that translates complex financial data into actionable insights for every client.

Mari Diaz, the Owner & Chief Executive Officer at Alex Forbes, manages the foundational ownership interests while guiding the executive direction of the firm. Diaz oversees the integration of healthcare and wealth solutions to ensure the company delivers comprehensive value to its diverse client base. By focusing on the long-term impact of financial advice, the Owner & Chief Executive Officer shapes the corporate identity and market positioning of the group. This role requires balancing shareholder expectations with the delivery of best-in-class retirement services. Mari Diaz evaluates new opportunities for expansion across the African market, ensuring that the firm scales effectively while maintaining its reputation for independence. Through strategic decision-making, the Owner & Chief Executive Officer aligns the company's resources with the evolving needs of retirement funds. Diaz maintains a sharp focus on operational integrity, ensuring that every service offering reflects the core mission of the organization.

David De Villiers, the Group Chief Executive Officer at Alex Forbes, coordinates the activities of the entire financial services group to maximize impact across all business lines. De Villiers directs the implementation of the Arrive platform, ensuring that employee benefit solutions reach clients effectively throughout Africa. By harmonizing the efforts of the retirement, healthcare, and investment divisions, the Group Chief Executive Officer creates a unified advice-led framework. This leadership position involves managing complex stakeholder relationships and ensuring that the firm meets its regulatory obligations. David De Villiers monitors the performance of regional operations to ensure consistent service quality across all markets. Through the application of deep industry knowledge, the Group Chief Executive Officer optimizes the firm's ability to deliver insight-driven advice. De Villiers champions innovation in financial services, ensuring that the company remains at the forefront of the industry while supporting the financial well-being of every client.

Lisa Stott, the Chief Financial Officer at Alex Forbes, oversees the financial health and fiscal strategy of the entire organization. Stott directs capital allocation, budgeting, and financial reporting processes to ensure the firm maintains a robust balance sheet. By analyzing investment dynamics and retirement fund performance, the Chief Financial Officer provides the data necessary for informed strategic decisions. This role involves managing relationships with investors and ensuring transparency in all financial disclosures. Lisa Stott monitors the economic landscape to mitigate risks and identify opportunities for growth within the financial services sector. Through the implementation of rigorous financial controls, the Chief Financial Officer supports the company's ability to deliver independent advice to clients. Stott collaborates with other C-suite leaders to align fiscal goals with the broader mission of the firm. Ultimately, the Chief Financial Officer ensures that the organization possesses the resources required to sustain its market-leading position.

Muhommed Syed, the Chief Financial Officer, Corporate at Alex Forbes, manages the financial operations specifically related to the corporate division of the firm. Syed directs the financial planning and analysis for corporate-level initiatives, ensuring that the company maintains operational efficiency. By focusing on the fiscal health of corporate services, the Chief Financial Officer, Corporate supports the broader goal of delivering high-quality employee benefit solutions. This role involves monitoring cost structures and optimizing resource allocation to improve profitability. Muhommed Syed collaborates with other financial leaders to ensure consistency in reporting and compliance across the organization. Through the analysis of corporate performance metrics, the Chief Financial Officer, Corporate provides actionable insights that guide executive decision-making. Syed ensures that the corporate division remains aligned with the firm's overall strategy of providing independent advice. Ultimately, the Chief Financial Officer, Corporate secures the financial foundation necessary for the firm to continue its long-standing impact on the industry.

Owetu Matshaya, the Chief Financial Officer, Growth Markets & Enabling Services at Alex Forbes, oversees the financial strategy for expanding the firm's footprint in emerging markets. Matshaya directs the investment of resources into new service areas and enabling platforms that support the company's growth objectives. By analyzing market trends in various regions, the Chief Financial Officer, Growth Markets & Enabling Services identifies opportunities to scale the firm's advice-led framework. This role involves managing the financial performance of enabling services that facilitate the delivery of health, wealth, and career solutions. Owetu Matshaya ensures that these growth initiatives remain financially viable and aligned with the firm's long-term goals. Through the oversight of regional financial operations, the Chief Financial Officer, Growth Markets & Enabling Services supports the company's expansion across Africa. Matshaya provides the fiscal discipline required to turn growth opportunities into sustainable revenue streams for the organization.

Karusha Moodley, the Chief Operating Officer (Solutions & Enablement) at Alex Forbes, manages the operational processes that allow the firm to deliver integrated solutions to its clients. Moodley directs the enablement teams responsible for ensuring that retirement, healthcare, and investment services function smoothly. By optimizing internal workflows, the Chief Operating Officer (Solutions & Enablement) enhances the firm's ability to provide consistent and high-quality advice. This role involves coordinating across departments to ensure that service delivery remains aligned with the company's advice-led framework. Karusha Moodley monitors operational performance metrics to identify areas for improvement and efficiency gains. Through the implementation of standardized processes, the Chief Operating Officer (Solutions & Enablement) supports the firm's commitment to client trust and confidence. Moodley ensures that the operational infrastructure is capable of supporting the diverse needs of individuals and employers throughout the African market.

Rashen Maharaj, the Chief Operating Officer Individual Consulting at Alex Forbes, oversees the operational delivery of consulting services tailored to individual clients. Maharaj directs the teams that provide personalized advice on retirement and investment matters, ensuring that every client receives high-quality guidance. By refining the consulting process, the Chief Operating Officer Individual Consulting improves the firm's ability to meet the unique financial needs of its individual base. This role involves managing the day-to-day operations of the consulting division to ensure efficiency and client satisfaction. Rashen Maharaj monitors service delivery standards to maintain the firm's reputation for excellence. Through the application of deep industry knowledge, the Chief Operating Officer Individual Consulting ensures that the advice provided is both accurate and impactful. Maharaj collaborates with other operational leaders to ensure that the consulting division remains integrated with the broader company strategy. Ultimately, the Chief Operating Officer Individual Consulting drives the firm's success in the individual financial services market.

Jan Bouwer, the Chief Information Officer at Alex Forbes, architects the digital infrastructure that supports the firm's advice-led framework. Bouwer directs the development and maintenance of secure systems for managing retirement, healthcare, and investment data. By leveraging advanced technology, the Chief Information Officer ensures that the company provides seamless digital experiences to individuals and employers. This role involves overseeing cybersecurity protocols to protect sensitive client information across all platforms. Jan Bouwer evaluates emerging technologies to enhance the efficiency of internal operations and service delivery. Through the integration of data analytics, the Chief Information Officer enables the firm to generate deeper insights for its clients. Bouwer collaborates with the technology team to ensure that all digital tools remain scalable and reliable. Ultimately, the Chief Information Officer drives the digital transformation of the business, ensuring that the firm remains competitive in an increasingly technology-driven financial services landscape.

Etienne Naude, the Chief Technology Officer & Acting Chief Information Officer at Alex Forbes, leads the technological innovation and information management strategy for the firm. Naude directs the development of new software solutions that enhance the delivery of financial advice and employee benefits. By overseeing the technology stack, the Chief Technology Officer & Acting Chief Information Officer ensures that the firm's platforms remain secure, scalable, and user-friendly. This role involves managing the transition of information systems to support the company's evolving digital needs. Etienne Naude evaluates new technologies to ensure the firm stays ahead of industry trends in retirement and healthcare services. Through the integration of advanced technical solutions, the Chief Technology Officer & Acting Chief Information Officer supports the firm's mission to provide impactful advice. Naude ensures that all technology initiatives are aligned with the company's broader strategic goals, providing the foundation for future growth and innovation.