Alex Forbes Executive and Leadership Team

Poloko Masitara, the Chief Executive Officer at Alex Forbes, directs the overarching strategic vision for the organization. Masitara manages the delivery of financial advice and retirement solutions to a diverse client base across the African continent. By aligning the company's advice-led framework with the Arrive platform, the Chief Executive Officer ensures that individuals and employers receive tailored wealth and health guidance. Poloko Masitara maintains constant communication with the Board to refine market positioning and enhance the group's reputation for excellence. This leadership role involves navigating complex investment dynamics to secure sustainable growth for retirement funds. Through rigorous oversight of operational performance, Masitara drives the company's mission to impact lives positively. The Chief Executive Officer prioritizes the integration of independent advice to maintain a competitive edge in the financial services sector, ultimately fostering trust and confidence among all stakeholders.

David De Villiers, the Group Chief Executive Officer at Alex Forbes, oversees the entire financial services group to ensure cohesive execution of corporate objectives. De Villiers architects the expansion of employee benefit solutions throughout Africa, focusing on health, wealth, and career development. The Group Chief Executive Officer coordinates with various business units to harmonize retirement and investment strategies, ensuring that the firm remains a leader in the industry. David De Villiers monitors macro-economic trends to adjust the company's advice-led framework, providing clients with actionable insights. This executive role requires balancing immediate operational demands with long-term value creation for retirement funds and individual clients. By fostering a culture of innovation and accountability, the Group Chief Executive Officer strengthens the brand's market presence. De Villiers drives the strategic initiatives that define the firm's impact on the financial well-being of millions across the region.

Lisa Stott, the Chief Financial Officer at Alex Forbes, directs the financial health and fiscal strategy of the organization. Stott manages capital allocation, budgeting, and financial reporting to support the company's diverse investment and retirement portfolios. The Chief Financial Officer ensures that all fiscal operations align with the firm's commitment to providing independent, high-quality advice to clients. Lisa Stott collaborates with the executive team to evaluate the financial viability of new market opportunities across Africa. This leadership position involves maintaining rigorous internal controls and transparency to uphold the trust of retirement funds and individual investors. By optimizing the company's balance sheet, the Chief Financial Officer supports the delivery of integrated healthcare and wealth solutions. Stott monitors financial performance metrics to drive efficiency and profitability, ensuring that the firm remains well-positioned to navigate the complexities of the financial services industry.

Owetu Ca, the Chief Financial Officer, Growth Markets & Enabling Services at Alex Forbes, directs the financial strategy for emerging business segments and internal support functions. Ca manages the resource allocation for expansion initiatives, ensuring that growth markets receive the necessary investment to scale effectively. The Chief Financial Officer, Growth Markets & Enabling Services oversees the financial performance of enabling services that support the firm's core advice-led framework. Owetu Ca analyzes market data to identify opportunities for increasing the company's footprint in new territories across Africa. This executive role involves streamlining operational costs while maintaining the high standards of service expected by retirement and healthcare clients. By aligning financial planning with the specific needs of growth markets, the Chief Financial Officer, Growth Markets & Enabling Services drives sustainable revenue streams. Ca ensures that internal services remain efficient, supporting the overall mission of delivering impactful financial advice.

Muhommed Syed, the Chief Financial Officer, Corporate at Alex Forbes, directs the financial governance and reporting for the corporate entity. Syed manages the treasury functions, tax compliance, and corporate accounting to ensure the firm's stability. The Chief Financial Officer, Corporate oversees the financial health of the parent organization, providing the necessary oversight for all subsidiary operations. Muhommed Syed collaborates with the broader leadership team to ensure that corporate financial goals align with the firm's long-term strategy for retirement and investment services. This role involves managing investor relations and ensuring that the company's financial disclosures reflect the firm's commitment to transparency and excellence. By maintaining a strong corporate balance sheet, the Chief Financial Officer, Corporate supports the delivery of integrated advice across the entire group. Syed drives the financial discipline required to sustain the company's reputation as a leader in the financial services industry.

Jan Bouwer, the Chief Information Officer at Alex Forbes, architects the digital infrastructure necessary to deliver sophisticated financial advice. Bouwer manages the technological evolution of the Arrive platform, ensuring that clients access seamless health, wealth, and career solutions. The Chief Information Officer oversees cybersecurity protocols and data analytics to protect sensitive retirement and investment information. Jan Bouwer drives the digital transformation strategy, enabling the firm to provide personalized insights at scale across the African market. This role involves integrating advanced software systems with the company's advice-led framework to improve user experience and operational efficiency. By leveraging emerging technologies, the Chief Information Officer supports the firm's ability to adapt to changing market dynamics. Bouwer ensures that the technological backbone of the organization remains robust, secure, and capable of supporting the complex needs of retirement funds and individual clients.

Jacobus Strydom, the Regional Executive at Alex Forbes, directs operations and client engagement within specific geographic territories. Strydom manages the delivery of retirement, healthcare, and investment solutions to ensure alignment with the company's advice-led framework. The Regional Executive oversees local teams to maintain the firm's reputation for insight and impact in the assigned region. Jacobus Strydom coordinates with corporate leadership to implement standardized service models while adapting to local market nuances. This leadership role involves building strong relationships with employers and retirement funds to expand the firm's market share. By focusing on the unique financial needs of the region, the Regional Executive drives client satisfaction and trust. Strydom monitors regional performance metrics to ensure that the firm meets its growth targets. The Regional Executive plays a vital role in executing the company's mission to improve lives through expert financial advice and tailored benefit solutions.

Derek Munton, the Regional Executive at Alex Forbes, directs the strategic implementation of financial services across designated operational zones. Munton manages the deployment of employee benefit solutions, focusing on health, wealth, and career outcomes for local clients. The Regional Executive oversees the integration of the Arrive platform to ensure that individuals receive consistent, high-quality advice. Derek Munton monitors regional market dynamics to identify opportunities for deepening client relationships and expanding the firm's influence. This role involves leading cross-functional teams to deliver comprehensive retirement and investment strategies that meet the specific requirements of the region. By maintaining operational excellence, the Regional Executive supports the firm's broader goal of providing impactful financial guidance. Munton ensures that regional activities remain aligned with the company's core values of trust and insight. The Regional Executive drives the growth of the business by consistently delivering value to employers and retirement funds.

Cobus Strydom, the Regional Executive at Alex Forbes, directs the execution of financial service strategies within the assigned regional portfolio. Strydom manages the client-facing teams responsible for delivering retirement and healthcare solutions to a diverse range of employers. The Regional Executive oversees the implementation of the firm's advice-led framework to ensure that every client receives personalized and effective financial guidance. Cobus Strydom monitors regional performance to optimize service delivery and enhance the company's market position. This leadership role involves navigating the complexities of local financial regulations and investment environments to provide superior advice. By fostering strong partnerships with retirement funds and individual clients, the Regional Executive drives the firm's growth and impact. Strydom ensures that regional operations remain efficient and responsive to the evolving needs of the market. The Regional Executive supports the company's mission by maintaining a focus on delivering long-term financial security to all clients.