History
| About Us
At Southern Charter, we recognize that along with financial success come increased responsibilities and planning requirements. Our mission is to provide you with a complete wealth service to meet these needs and to put you in control of your financial affairs.
Southern Charter provides personal and high-tech services tailored to make your financial life easier. As your financial needs and goals change over time, we offer a spectrum of services to accommodate these changes. We can demonstrate the short-and long-term benefits of smarter tax strategies and improved investment decisions. We can also show you how to securely transfer money to loved ones, establish a trust or simply help you manage your finances on a daily basis.
We have brought together an expert management, investment and Client Services Team that provide you with innovative solutions and services.
We are with you for the long haul!
Mark Thompson
Founder and CEO Southern Charter
OUR MISSION
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Our mission is to provide our clients with a complete wealth service that simplifies their financial world and puts them in control of their financial affairs.
We do this by building long-term and trusted relationships with our clients and our in-house expert knowledge. Learn more >
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Integrity
At Southern Charter, integrity means doing the right thing, at the right time, and in all circumstances.
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Relationship-oriented
The true value of our business is found in the long-term, personal, and trusted relationships that we have built with our clients.
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Accountability
As we are entirely independent, we are accountable only to our clients, their needs and best interests.
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Innovation
It is our mandate is to stay ahead of the industry and to guide our clients through changing seas and unchartered waters.
| Community / Sailing
Sailing is incredibly dear to our hearts here at Southern Charter; our sponsorship and promotion of the sport is integral to who we are as a business too. Whether it’s dinghy racing, youth sailing, the Southern Charter Grand Slam Series or our work with the Race Ahead Foundation, we’re committed to fostering the development and excellence of South African sailors, young and old.
Over the years our support has evolved from the Western Cape Inter Schools Regatta, the SAS Youth Nationals and the 4.7 Laser Youth World Championships, to Southern Charter’s Grand Slam Series and our sponsorships of Olympians Roger Hudson and Asenathi Jim.
Our logic, however, has remained unchanged. Whether you’re out on the open water, or navigating unchartered seas financially, you need the same invaluable skillsets.
Being independent and taking responsibility, consistently striving to outperform others and yourself. Setting goals and working together as a team to meet them. Being tactical, unconstrained and strategic in your thinking and planning. Understanding your strengths and weaknesses, and those of others. Knowing how to stay ahead in an ever-changing environment, knowing when to change course and stay fast. These are just some of things we’ve gained from sailing, and which, through our sponsorship, we hope to share with others.
GOING FOR GOLD – RIO 2016
The RaceAhead Foundation is a non-profit organisation based in Cape Town and also founded by David & Roger Hudson in 2008. The Foundation provides opportunities and assistance to young South African sailors with promising talent and motivation, but who lack the resources and support to chase their sailing dreams and life goals with full confidence.