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

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