Ursula Maritz
Chief Investment Officer at Southern Charter Wealth Management (Pty) Ltd.
Profile
Ms. Ursula Maritz is a Chief Investment Officer at Southern Charter Wealth Management (Pty) Ltd.
She has over 28 years of industry experience under her belt.
Ms. Maritz has been employed at Southern Charter for nine years and is responsible for the overall investment process and strategy at Southern Charter Fund in which she successfully manages the Southern Charter Funds by looking for opportunities to generate real capital growth for our clients.
Ms. Maritz was formerly a Senior Portfolio Manager & Co-Head of Asset Allocation at Sanlam Multi-Managers.
She has also gained extensive investment experience at OMAM, Foord, and Mercer Investment Consulting.
She has a BA(Hons) in Economics and B.Com Honours from the University of Cape Town.
Ursula Maritz active positions
| Companies | Position | Start |
|---|---|---|
Southern Charter Wealth Management (Pty) Ltd.
 Southern Charter Wealth Management (Pty) Ltd. Investment ManagersFinance Southern Charter Wealth Management (Pty) Ltd. (Southern Charter) is the wealth management subsidiary of Southern Charter Financial Services (Pty) Ltd. in South Africa. Headquartered in Tokai, Southern Charter was founded by Mark Thompson and provides portfolio management services to private individual and institutional clients. | Chief Investment Officer | 2008-12-31 |
Former positions of Ursula Maritz
| Companies | Position | End |
|---|---|---|
Sanlam Investment Management (Pty) Ltd.
 Sanlam Investment Management (Pty) Ltd. Investment ManagersFinance Sanlam Investment Management (Pty) Ltd. (SIM) is the asset management subsidiary of Sanlam Life Insurance Ltd., which in turn owned by Sanlam Ltd. (JSE: SLM, OTCMKTS: SLLDY) in South Africa. Headquartered in Bellville, the firm offers a wide range of investment and financial planning solutions and a comprehensive range of local and offshore investment products to end investors, financial planners and institutions. SIM is a signatory to both the Code for Responsible Investing in South Africa (CRISA) and its forerunner, the United Nations-backed Principles of Responsible Investing (UNPRI). | Analyst-Equity | 2008-12-31 |
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Linked companies
| Private companies | 2 |
|---|---|
Sanlam Investment Management (Pty) Ltd.
Sanlam Investment Management (Pty) Ltd. Investment ManagersFinance Sanlam Investment Management (Pty) Ltd. (SIM) is the asset management subsidiary of Sanlam Life Insurance Ltd., which in turn owned by Sanlam Ltd. (JSE: SLM, OTCMKTS: SLLDY) in South Africa. Headquartered in Bellville, the firm offers a wide range of investment and financial planning solutions and a comprehensive range of local and offshore investment products to end investors, financial planners and institutions. SIM is a signatory to both the Code for Responsible Investing in South Africa (CRISA) and its forerunner, the United Nations-backed Principles of Responsible Investing (UNPRI). | Finance |
Southern Charter Wealth Management (Pty) Ltd.
Southern Charter Wealth Management (Pty) Ltd. Investment ManagersFinance Southern Charter Wealth Management (Pty) Ltd. (Southern Charter) is the wealth management subsidiary of Southern Charter Financial Services (Pty) Ltd. in South Africa. Headquartered in Tokai, Southern Charter was founded by Mark Thompson and provides portfolio management services to private individual and institutional clients. | Finance |
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