Beyond Wealth
Overberg Asset Management, established in 2001, provides holistic and bespoke wealth management solutions.
Global Investments
Investing offshore has numerous advantages including investment diversification, investment choice, and currency protection. We offer a comprehensive range of global investments.
Local Investments
Investments are based in South Africa with the opportunity to achieve indirect offshore investment exposure.
Retirement Planning
We can provide the optimal products and services to suit your needs.
Estate Planning
Our distinctive local and offshore solutions will benefit your beneficiaries.
Estate Administration
We facilitate holistic fiduciary solutions including, drafting of Wills, formation / management of trusts, and estate administration services.
Taxation
We provide tax guidance in respect of our wealth management services through our partnership with trusted professional tax practitioners.
Foreign Exchange
Our foreign exchange partners can assist you with the efficient global transfer of funds.
Risk Products
Managing one’s personal financial risks is key to preserving wealth. We offer the cover you need.
Driven by performance, geared for growth
As part of our investor community, you’ll receive the latest insights into the global indexes and events, and how they affect your investments, new podcasts and webinars.
