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Management Team
Chief Executive Officer
Mark Thompson
After completing his BCom CTA from UCT and his articles with Arthur Young, Mark spent three years with Liberty Life as a consultant before starting Southern Charter in April 1990. Mark remains the Founder Shareholder of the Southern Charter Group of Companies. While he is responsible for Investment Strategy, Group Strategy and New Business Development Mark is actively involved in the day to day managing of the company.
Chief Investment Officer
Ursula Maritz
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.
Head of Tax Services
Michael Smythe
A BA graduate from Wits, LLB Dip tax from UCT and Dip Financial Planning from UFS. Michael went on to qualify as a Certified Financial Planner. He is responsible for all tax, both onshore and offshore, as well as financial planning within the group. Michael acted as a legal advisor to the Nedcor Group prior to joining Southern Charter in 1994.
Client Service Team
Head of Client Service - Employee benefit consulting
Tania Herman
Tania has been with Southern Charter for more than 15 years and was appointed as a director of the company in 2007. Tania is responsible for the efficient administration of all matters relating to our clients’ Employee Benefits, including administration, new business and fund withdrawals.
Head of Client Service - Health care consulting
Yvette Delucchi
Yvette is the Healthcare Consultant for Southern Charter; she is responsible for advising our clients on their corporate healthcare strategy. Yvette has 20 years’ experience in the healthcare industry. Prior to joining Southern Charter, she was the Client Service Manager for FedHealth. She continues to study and is currently working towards her CFP.
Contact us to find out more.