Leadership Overview
Alex Forbes has 10 executives leading key functions including strategy, finance, operations, and regional management.
Driven by a commitment to financial well-being, Alex Forbes delivers insight and advice to individuals, employers, and retirement funds, impacting lives across South Africa and Africa.
Driven by a commitment to financial well-being, Alex Forbes delivers insight and advice to individuals, employers, and retirement funds, impacting lives across South Africa and Africa.
Leadership Roles at Alex Forbes
Poloko Masitara - Chief Executive Officer
Poloko Masitara, the Chief Executive Officer at Alex Forbes, directs the overarching strategy and operational execution for the financial services group. Masitara focuses on enhancing the company's market position by ensuring its insight and advice delivery aligns with client needs across retirement, healthcare, and investment sectors. This leadership role involves fostering innovation within the Arrive platform to deliver integrated employee benefit solutions throughout Africa. By championing the company's core values, Poloko Masitara drives the organization's mission to positively impact individuals and retirement funds through expert financial guidance. The Chief Executive Officer ensures that Alex Forbes maintains its reputation for trust and confidence, built on a deep understanding of financial dynamics and client-centric advice.
David De Villiers - Group Chief Executive Officer
David De Villiers, the Group Chief Executive Officer at Alex Forbes, architects the long-term vision and strategic direction for the entire financial services conglomerate. De Villiers oversees the integration of independent advice, retirement, investment, and healthcare solutions, ensuring a cohesive client experience. This executive guides the expansion of employee benefit solutions across Africa, leveraging the Arrive platform to deliver wealth, health, and career benefits. By maintaining a sharp focus on market dynamics and client trust, David De Villiers ensures Alex Forbes remains a leader in South Africa's financial services industry. The Group Chief Executive Officer's leadership reinforces the company's commitment to delivering impactful financial advice that shapes the lives of individuals and retirement funds.
Mari Diaz - Owner & Chief Executive Officer
Mari Diaz, the Owner & Chief Executive Officer at Alex Forbes, holds ultimate responsibility for the company's strategic direction and ownership framework. Diaz guides the organization's mission to deliver impactful financial advice, focusing on strengthening client relationships and trust. This leadership position involves overseeing the core business units that provide insight and advice to individuals, employers, and retirement funds. Mari Diaz ensures that the company's integrated approach to retirement, healthcare, and investment solutions continues to differentiate Alex Forbes in the competitive financial services landscape. The Owner & Chief Executive Officer champions the company's legacy and future growth, ensuring sustained impact and market leadership.
Jonathan Muthige - Chief Executive Officer, Growth Markets
Jonathan Muthige, the Chief Executive Officer, Growth Markets at Alex Forbes, spearheads the strategic expansion and operational development in emerging and high-potential regions. Muthige focuses on tailoring the company's integrated financial advice, retirement, investment, and healthcare solutions to meet the unique needs of diverse markets across Africa. This leadership role involves identifying new business opportunities and forging strategic partnerships to enhance Alex Forbes's reach and impact. Jonathan Muthige drives the adoption of the Arrive platform to deliver employee benefit solutions, ensuring alignment with local regulatory and economic landscapes. The Chief Executive Officer, Growth Markets, is instrumental in extending the company's trusted brand and client-centric approach to new customer bases.
Atang Mokgware - Chief Financial Officer
Atang Mokgware, the Chief Financial Officer at Alex Forbes, manages the financial health and strategic fiscal planning for the organization. Mokgware oversees all financial operations, including budgeting, forecasting, and capital allocation, ensuring resources are aligned with the company's mission to deliver insight and advice. This executive plays a key part in driving profitability and sustainable growth across all business segments, from retirement and healthcare to investment solutions. Atang Mokgware ensures compliance with financial regulations and enhances shareholder value by optimizing financial performance. The Chief Financial Officer's expertise is crucial in supporting the company's expansion into new markets and maintaining client confidence through sound financial management.
Muhommed Syed - Chief Financial Officer, Corporate
Muhommed Syed, the Chief Financial Officer, Corporate at Alex Forbes, directs the financial strategy and reporting for the parent corporation. Syed oversees corporate finance functions, including treasury, investor relations, and financial planning and analysis, ensuring robust financial governance. This role is critical in managing the company's overall financial structure and supporting strategic initiatives across its diverse service offerings in retirement, healthcare, and investments. Muhommed Syed ensures financial transparency and accountability, contributing to the sustained trust and confidence clients place in Alex Forbes. The Chief Financial Officer, Corporate, plays a vital part in optimizing the company's financial performance and supporting its long-term growth objectives.
Rashen Maharaj - Chief Operating Officer Individual Consulting
Rashen Maharaj, the Chief Operating Officer Individual Consulting at Alex Forbes, oversees the operational efficiency and service delivery for the individual client segment. Maharaj focuses on optimizing processes within retirement, healthcare, and investment advice to ensure a seamless and impactful client experience. This leadership position involves managing the teams that provide expert guidance, ensuring adherence to the company's advice-led framework. Rashen Maharaj drives initiatives to enhance client satisfaction and retention by improving service quality and accessibility. The Chief Operating Officer Individual Consulting ensures that the operational backbone supports Alex Forbes's mission to positively impact individuals' financial lives through trusted advice.
Jan Bouwer - Chief Information Officer
Jan Bouwer, the Chief Information Officer at Alex Forbes, directs the technology strategy and digital infrastructure that supports the company's comprehensive financial services. Bouwer oversees the development and implementation of IT solutions, ensuring the Arrive platform and other digital tools enhance client engagement and operational efficiency. This role is critical in maintaining the security and integrity of client data while enabling seamless delivery of advice across retirement, healthcare, and investment services. Jan Bouwer drives technological innovation to support the company's growth initiatives and its mission to impact lives through accessible financial guidance. The Chief Information Officer ensures robust technological capabilities underpin Alex Forbes's market leadership and client trust.
Verenique Salie - Regional Executive
Verenique Salie, the Regional Executive at Alex Forbes, leads operations and business development within a specific geographic area, driving the company's presence and impact. Salie focuses on implementing strategic initiatives to deliver Alex Forbes's comprehensive financial services, including retirement, healthcare, and investment advice, to clients in the region. This role involves fostering strong client relationships and ensuring the delivery of best advice tailored to local market needs. Verenique Salie oversees the regional teams, ensuring operational excellence and alignment with the company's overall mission. The Regional Executive plays a crucial part in expanding the company's reach and reinforcing its reputation for insight and impact.
Jacobus Strydom - Regional Executive
Jacobus Strydom, the Regional Executive at Alex Forbes, directs the strategic execution and operational management for a designated region, enhancing the company's market penetration. Strydom focuses on delivering Alex Forbes's integrated financial solutions, encompassing retirement, healthcare, and investment advice, to clients within the assigned territory. This leadership position involves cultivating strong client partnerships and ensuring the consistent application of the company's advice-led framework. Jacobus Strydom manages regional teams to achieve business objectives and uphold the company's commitment to client trust and confidence. The Regional Executive is key to extending the company's impact and solidifying its position as a leading financial services provider.
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