Ursula Maritz
Chief Investment Officer bei Southern Charter Wealth Management (Pty) Ltd.
Ursprung des Netzwerks ersten Grades von Ursula Maritz
Einheit | Art der Einheit | Industrie | |
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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).
25
| Subsidiary | Investment Managers | 25 |
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.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ursula Maritz
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Old Mutual Investment Group (Pty) Ltd.
Old Mutual Investment Group (Pty) Ltd. Investment ManagersFinance Old Mutual Investment Group (Pty) Ltd. (OMIGSA) is an asset management firm headquartered in Cape Town, South Africa. The firm is a wholly-owned subsidiary of Old Mutual Investment Group Holdings (Pty) Ltd., ultimately held by Old Mutual Ltd. (JSE: OMU; OTCMKTS: ODMUF). Formerly known as Old Mutual Asset Managers, OMIGSA offers segregated portfolios and pooled funds across the risk/return spectrum and manage various multi-assets, equity, fixed interest and listed property strategies for individual and institutional investors. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
BOTSWANA INSURANCE HOLDINGS LIMITED | Life/Health Insurance | Director/Board Member Director/Board Member | |
ABSA Fund Managers Ltd.
ABSA Fund Managers Ltd. Investment ManagersFinance Part of Sanlam Ltd., ABSA Fund Managers Ltd. is a financial institution that offers a range of banking services, including opening bank accounts, getting loans, and signing up for internet banking. The company is based in Parktown, South Africa. ABSA Fund Managers provides tools and services for banking online and on the go, and also offers the option to switch business debit orders to their platform. The CEO of the South African company is Alan Miller. | Investment Managers | Portfolio Manager-Equities | |
M&G Investment Managers (Pty) Ltd.
M&G Investment Managers (Pty) Ltd. Investment ManagersFinance M&G Investment Managers (Pty) Ltd. (M&G Investments) is an asset management firm headquartered in Claremont, South Africa. Formerly known as Prudential Investment Managers (South Africa) (Pty) Ltd., the firm was founded in 1994 and is a subsidiary of M&G Plc (LON: MNG; OTCMKTS: MGPUF) in the UK. They manage funds for South African institutional and retail clients as well as for global investors. | Investment Managers | Chief Investment Officer | |
Oasis Asset Management Ltd.
Oasis Asset Management Ltd. Investment ManagersFinance Oasis Asset Management Ltd. (OAML) is the global investment management subsidiary of Oasis Group Holdings Pty Ltd. in South Africa. Established in 1997, the firm is located in Cape Town and manages assets for listed and private companies, semi-government organizations, retirement funds, educational institutions, trust funds, collective investment scheme managers, high-net worth individuals and multi-managers. OAML is a signatory to the UN Principles for Responsible Investment and manages the conventional investment products that form part of the Oasis product range both in South Africa and globally. | Investment Managers | Analyst-Equity | |
Abax Investments (Pty) Ltd.
Abax Investments (Pty) Ltd. Investment ManagersFinance Abax Investments (Pty) Ltd. (Abax) is an independent, owner-operated investment firm headquartered in Cape Town, South Africa. The firm was founded by Marius van Rooyen and Anthony Sedgwick in 2003. They were formerly known as Polaris Capital South Africa and changed their name to Abax Investments (Pty) Ltd. in 2010. The firm is dedicated exclusively to fund management. Abax is a signatory to the PRI, a UN-supported network of investors working to promote sustainable investment. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
University of Cape Town | College/University | Undergraduate Degree Undergraduate Degree | |
University of Stellenbosch | College/University | Masters Business Admin | |
Centre Asset Management LLC
Centre Asset Management LLC Investment ManagersFinance Centre Asset Management LLC (Centre) is a registered investment advisor headquartered in New York City. The firm was founded by James Abate and Marc Bothwell in 2006. Centre manages differentiated products in fund advisory and sub-advisory mandates in institutional and investor share classes accessible in multiple jurisdictions and currencies. | Investment Managers | Corporate Officer/Principal | |
Sanlam UK Ltd.
Sanlam UK Ltd. Finance/Rental/LeasingFinance Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom. | Finance/Rental/Leasing | Director/Board Member | |
PSG Asset Management (Pty) Ltd.
PSG Asset Management (Pty) Ltd. Investment ManagersFinance PSG Asset Management (Pty) Ltd. (PSGAM) is the asset management subsidiary of PSG Asset Management Holdings (Pty) Ltd., ultimately held by PSG Group Ltd. (JSE: PSG) in South Africa. The firm was created in 1996 when PSG Fund Management, PSG FutureWealth, PSG Alphen Asset Management and PSG Tanzanite merged, consolidating the life and investment platforms to create a one-stop platform for investment advisors and investors. Based in Constantia, PSGAM offers long-term investors a comprehensive range of local and international unit trust funds, managed multi-manager solutions, retirement products and structured products. The firm has strategic partnerships with Manco Partners, Atlantic Asset Management, Catalyst Fund Managers and Destiny Asset Managers. PSGAM is a socially responsible investor which supports the Ubuhle Babantwana Child Care Centre for HIV/AIDS infected and affected, abused and neglected children. | Investment Managers | Chief Investment Officer | |
Ashburton Fund Managers (Pty) Ltd.
Ashburton Fund Managers (Pty) Ltd. Investment ManagersFinance Part of FirstRand Ltd., Ashburton Fund Managers (Pty) Ltd. is a South African Johannesburg-based investment management company. The company offers innovative investment solutions and is known for its Ashburton Leaders Equity Fund, which focuses on investing in market leaders. Ashburton Investments, as a trusted investment manager of FirstRand group, helps investors reach their investment goals. The company's investment philosophy and approach can be learned through their website, where prices and performance of their funds can also be viewed. | Investment Managers | Chief Investment Officer | |
Du Toit Group Pty Ltd. | Director/Board Member | ||
ALEXANDER FORBES GROUP HOLDINGS LIMITED | Investment Managers | Director/Board Member | |
Optimum Investment Group LLC
Optimum Investment Group LLC Financial ConglomeratesFinance Optimum Investment Group LLC provides investment services. The company is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member | |
Sanlam Investment Holdings (UK) Ltd.
Sanlam Investment Holdings (UK) Ltd. Financial ConglomeratesFinance Part of Sanlam Ltd., Sanlam Investment Holdings (UK) Ltd. is a British company that functions as an investment holding company. The company is based in Bristol, UK. The company was founded in 2011. Jonathan Charles Polin has been the CEO of the company since 2015. | Financial Conglomerates | Director/Board Member | |
Bifm Unit Trust Pty Ltd. | Director/Board Member | ||
Botswana Insurance Fund Ltd. | Director/Board Member |
Statistik
International
Südafrika | 14 |
Botswana | 4 |
Vereinigte Staaten | 3 |
Vereinigtes Königreich | 3 |
Sektoral
Finance | 16 |
Consumer Services | 3 |
Operativ
Portfolio Manager-Equities | 25 |
Analyst-Equity | 14 |
Director/Board Member | 10 |
Chief Investment Officer | 6 |
Head-Equity Investments | 5 |
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