Navigate your life's vision
Overberg Asset Management specialises in the management of private share portfolios, affording you time to focus on your aspirations, beyond wealth.
Our Philosophy
Overberg Asset Management holds to a unique philosophy, delivering excellence in service, value and performance. Learn more
Why Private Share Portfolios?
Learn how private share portfolios can be tailored to an individuals’ unique needs and the risk-return objectives involved. Learn more
Local Portfolios
Discover how our clients have direct ownership of JSE listed equities, real estate holdings, preference loan stocks, and government bonds. Learn more
Global Portfolios
Overberg offers investors a unique opportunity to invest in international closed-end investment companies, the investment choice of professionals. Learn more
Driven by performance, geared for growth
Weekly Market Report
Overberg Asset Management prepares a weekly report containing the latest insights into indexes, market movement, and global events that could affect your investments. Learn more
Advisory Services
We have developed strong working relationships with specialists in retirement products both locally and in the UK. We offer estate planning as well as a number of other services. Learn more
Market Review Podcasts
Our Directors discuss the recent developments in the global and local financial markets with a fortnightly 15 minute video podcast. View our YouTube channel
Driven by performance, geared for growth
We have strong working relationships with specialists in retirement products both locally and in the UK. We also offer estate planning and a number of other services. Learn more
Key Market Indicators
While investing is a long-term effort, our team monitors market movements 24/7. We invite you to make use of our key market indicator updates with live feed. Learn more
Each week our team shares the latest insights into markets, indexes and global events, and how they affect your investments. To receive this valuable information directly to your mailbox, simply fill out the form alongside.