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Naam | Titel | Sinds | Tot |
---|---|---|---|
Ursula Maritz | CIO (Chief Investment Officer) | 2009 | now |
Biografie | Ursula has a BA(Hon) in Economics and BCom Honours from UCT. She is responsible for the overall investment process and strategy at Southern Charter Private Wealth. Ursula was formerly a senior portfolio manager and Co-Head of Asset Allocation at Sanlam Multi-Managers. She has gained extensive investment experience at OMAM, Foord and Mercer Investment Consulting. | ||
Mark Thompson | founder | 2007 | now |
Biografie | Mark Thompson is the strategic thinker, scenario planner, and founder of Southern Charter and the driver behind Southern Charter’s risk-profiled life cycle investment strategy. He is also the creator of the three award-winning funds: Growth, Balanced and Defensive fund. Educated at UCT and articled to Arthur Young, Mark has been managing and safeguarding his clients’ investments successfully since before the October 1987 crash. |
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