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Alexforbes is a leading diversified financial services company that provides a range of employee benefit solutions, retirement, health and sustainability consulting and investment and wealth management solutions to corporate clients, financial advisers and individual customers.

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Alexforbes is a leading diversified financial services company that provides a range of employee benefit solutions, retirement, health and sustainability consulting and investment and wealth management solutions to corporate clients, financial advisers and individual customers.

Articles and Documents

Why Investment Solutions by Alexforbes

Why Investment Solutions by Alexforbes

The investment landscape is shifting at an unprecedented rate, driven by regulatory reforms, the emergence of new and innovative strategies and heightened client expectations.

For IFA practices, there are a range of additional challenges that limit your time to providing exceptional service and outcomes to clients. These include sourcing and selecting traditional and private market (and other alternative) opportunities from a global universe, managing operational demands and costs, competitor differentiation and navigating complex regulatory environments.

Apr 30, 2026

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Decoding Discretionary Fund Managers with Nadir Thokan

Decoding Discretionary Fund Managers with Nadir Thokan

This transition involves expanding into the retail space, a strategic move that aligns with the organisation’s vision. Alexforbes is set to bring its discretionary fund management (DFM) offering to market, designed to simplify investment management for independent financial advisers (IFAs) and their clients. But what’s the buzz? We sat down with Nadir Thokan, Senior DFM Specialist at Investment Solutions by Alexforbes, to explain more about this strategic transition and its significance. Decoding Discretionary Fund Managers: In conversation with Nadir Thokan

Apr 30, 2026

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Decoding Discretionary Fund Managers with Faaiqa Khan

Decoding Discretionary Fund Managers with Faaiqa Khan

In the dynamic world of finance, where acronyms abound and market shifts keep us on our toes, one term has been making waves: discretionary fund management (DFM). But, what exactly is it, and why should investors and independent financial advisers (IFAs) pay attention? We sat down with Faaiqa Khan, Senior DFM Specialist at Investment Solution by Alexforbes, to demystify the role of DFMs and explore their impact on the investment landscape. Decoding Discretionary Fund Managers: In conversation with Faaiqa Khan

Apr 30, 2026

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Independance that drives better outcomes

Independance that drives better outcomes

Independence is often assumed but not always assured. At Investment Solutions by Alexforbes, it’s a conscious choice and a cornerstone of how we deliver value.

We operate independently across manager research, selection and portfolio construction. Our solutions are guided by investment merit, not ownership or product bias. This gives your practice and your clients the benefit of objectivity, transparency and outcomes built on sound investment principles.

Apr 30, 2026

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Smart Active

Smart Active

Imagine arriving in a foreign city and discovering there’s only one form of transportation.

If it’s something you’re familiar with, great! But what if it’s completely new to you? What if you can’t figure out the routes or stops? Or what if you’re in a hurry and need to make up some precious time? Wouldn’t having a personal cab driver to get you to your destination be worth paying for? Bruno Alves Principal Client Investment Specialist

Apr 30, 2026

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The future-fitting of asset allocation

The future-fitting of asset allocation

I recently had the pleasure of presenting at the 2025 Investment Forum, held in Cape Town and Sun City in March, where we explored exciting developments and shifts in asset allocation. I’d like to share key insights from my presentation and how we’re adapting our asset allocations for sustainable growth. Gyongyi King, Chief Investment Officer, Retail and Private Market Investments

Apr 30, 2026

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Consistency beats intensity in investing

Consistency beats intensity in investing

You know those great investment outcomes we all dream about? They usually come from consistent, steady efforts over a long period of time. It’s not about those occasional bursts of brilliance, but rather a smooth and steady climb to the top. Riccardo Fontanella Head: Technical Marketing

Apr 30, 2026

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The true value of advice

The true value of advice

The notion of financial advice is an intriguing one. Its purpose is to assist investors and guide them to make rational, informed decisions for them to achieve their investment objectives. However, the difficulty lies in converting advice into value, in other words, placing tangible value on the opinions and recommendations of another. This is even more pertinent today, where the amount of advice available to investors – whether from friends or news and media outlets – is constantly available, reminiscent of the saying “Opinions are like belly buttons; everybody has one.”

Apr 30, 2026

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What’s in a household name?

What’s in a household name?

Some names earn their place. Not just in dashboards and portfolios, but on shelves and in cupboards. They show up and deliver, consistently. That’s how credibility builds. And when it’s built right, it’s the name people reach for first. Edward Semenya Senior Investment Specialist

Apr 30, 2026

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