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Name | Title | Since | Until |
---|---|---|---|
Hendrik Pfaff | CIO (Chief Investment Officer) | 2009 | Now |
Biography | Hendrik Pfaff is the Chief Investment Officer for PWM Wealth Management. He is a CFA-qualified investment professional with a Master’s degree and more than 20 years’ experience across various facets of the investment management industry, including domestic and international markets. He is the former CEO and CIO of Sanlam Investments Multi Manager and International Investments and has held senior management positions at the Worldwide Fund for Nature (WWF) and Fidelity Investments International (UK). | ||
Ursula Maritz | CIO (Chief Investment Officer) | 2008 | 2009 |
Biography | 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. | ||
Anet Ahern | - | 2005 | 2007 |
Management Team | - | 2003 | 2005 |
Biography | Team Managed | ||
Hendrik Pfaff | CIO (Chief Investment Officer) | 2001 | 2003 |
Biography | Hendrik Pfaff is the Chief Investment Officer for PWM Wealth Management. He is a CFA-qualified investment professional with a Master’s degree and more than 20 years’ experience across various facets of the investment management industry, including domestic and international markets. He is the former CEO and CIO of Sanlam Investments Multi Manager and International Investments and has held senior management positions at the Worldwide Fund for Nature (WWF) and Fidelity Investments International (UK). | ||
Justin Grant | - | 1999 | 2001 |
Gerrit Smit | Lead Portfolio Manager | 1995 | 1999 |
Biography | Gerrit Smit is Head of Stonehage Fleming Global Equity Management. He has overall responsibility for the business unit and its Portfolio Management and Equity Research functions. He does the global stock selection. | ||
Schalk Theron | - | 1995 | 1995 |
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